TickerKhojUTI Mutual Fund · Debt · Long Term · Direct plan
UTI Long Term Fund - Direct Plan - Growth
₹12.1507NAV on 2 Nov 2026Expense ratio 0.09%
3 Nov 2025NAV low 11.75 · high 12.52+0.9%
In plain words
Over 3 years it returned +5.3% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -5.7%.
On 3-year return it ranks 7 of 7 funds in Long Term.
A monthly SIP over 3 years ended ₹5,465 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.5% | +4.6% |
| 3 months | -1.7% | -3.8% |
| 6 months | +0.8% | -1.6% |
| 1 year | +0.7% | -8.1% |
| 3 years (yearly) | +5.3% | +8.0% |
| Since start (yearly) | +5.5% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,245 | +0.4% |
| 3 years | ₹3,60,000 | ₹3,73,249 | +2.4% |
Other plan of this fund: UTI Long Term Fund - Regular Plan - Growth