Returns Performance

Lumpsum Returns Performance

One time Investment of ₹5,00,000 calculated using actual historical NAV.

0.52%
Gain: +₹2,580
₹5,00,000 ₹5,02,580
1 Month
1.59%
Gain: +₹7,927
₹5,00,000 ₹5,07,927
3 Months
3.55%
Gain: +₹17,736
₹5,00,000 ₹5,17,736
6 Months
6.42%
Gain: +₹32,118
₹5,00,000 ₹5,32,118
1 Year
7.28%
Gain: +₹1,17,296
₹5,00,000 ₹6,17,296
3 Years
6.66%
Gain: +₹1,90,460
₹5,00,000 ₹6,90,460
5 Years
6.25%
Gain: +₹2,64,497
₹5,00,000 ₹7,64,497
7 Years
6.63%
Gain: +₹4,50,113
₹5,00,000 ₹9,50,113
10 Years
7.38%
Gain: +₹9,56,720
₹5,00,000 ₹14,56,720
15 Years
7.25%
Gain: +₹11,69,701
₹5,00,000 ₹16,69,701
Since Inception
Performance Illustration
  • Lump-sum investment: ₹5,00,000
  • SIP investment: ₹10,000 per month
  • Values are calculated using actual historical NAV based on the selected investment period.
  • Current valuation is based on the latest available NAV.

SIP Performance Illustration

Monthly SIP of ₹10,000 calculated using actual historical NAV.

7.06% XIRR
Gain: +₹40,576
₹3,60,000 ₹4,00,576
36 installments 3 Years
7.09% XIRR
Gain: +₹1,17,570
₹6,00,000 ₹7,17,570
60 installments 5 Years
6.60% XIRR
Gain: +₹4,85,019
₹12,00,000 ₹16,85,019
120 installments 10 Years
6.89% XIRR
Gain: +₹13,01,538
₹18,00,000 ₹31,01,538
180 installments 15 Years
7.05% XIRR
Gain: +₹18,77,497
₹20,70,000 ₹39,47,497
207 installments Since Inception

XIRR is calculated from the actual dates and values of all SIP cash flows. Illustrations are not return guarantees.

Fund Information

AMC
UTI Mutual Fund
Benchmark
—
Category
Debt
Sub Category
Money Market Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
0.2900%
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹3,341.2711
Exit Load
Refer to scheme factsheet.

Investment Calculator

Results use this scheme’s actual historical NAV data. They are illustrations, not return guarantees.

NAV History Chart

5000 data points
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