UTI Dynamic Term Fund Direct-Growth
Debt: Dynamic Term - Growth (Open ended)
SEBI Riskometer: Low to ModerateCategory: Debt: Dynamic TermBenchmark: CRISIL Dynamic Bond A-III IndexCheck Portfolio Overlap →
NAV: ₹35.36-0.13%
22 Oct 2026
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| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 15 Jan, 2014 - 22 Oct, 2026 | 17 Feb, 2016 - 22 Oct, 2026 | 15 Mar, 2018 - 22 Oct, 2026 | 16 Apr, 2020 - 22 Jan, 2026 |
| Average returns | 8.45% | 8.14% | 7.61% | 7.24% |
| Standard deviation | 5.12% | 3.28% | 1.75% | 0.45% |
| Best returns | 20.22% 1 year ending on 08 Sep, 2022 | 14.20% 3 years ending on 24 Nov, 2016 | 10.99% 5 years ending on 26 May, 2025 | 8.04% 7 years ending on 23 Nov, 2020 |
| Worst returns | -5.11% 1 year ending on 24 Mar, 2020 | 1.26% 3 years ending on 17 Mar, 2020 | 4.52% 5 years ending on 03 Feb, 2022 | 6.08% 7 years ending on 14 Feb, 2024 |
| Period with positive return | 92.67% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 76.96% | 79.13% | 97.02% | 100.00% |
| Period with return > 10% | 38.61% | 29.85% | 8.64% | 0.00% |
| Period with return > 15% | 11.03% | 0.00% | 0.00% | 0.00% |
| Beat % Category | 56.91% | 64.96% | 41.72% | 10.62% |
| Beat % Benchmark | 38.58% | 15.18% | 5.57% | 0.07% |
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 2.88% | -1.22% | 1.25% | 3.51% | 7.14% | 7.43% | 6.59% | 7.80% |
| Debt: Dynamic Term | 2.24% | -1.04% | 1.32% | 2.51% | 6.61% | 5.92% | 6.38% | - |
| CRISIL Dynamic Bond A-III Index | -12.33% | -2.73% | -6.15% | -11.34% | 6.82% | 5.85% | 11.40% | - |
| Rank in category | 6 | 16 | 14 | 6 | 10 | 1 | 9 | - |
| Funds in category | 23 | 23 | 23 | 23 | 23 | 23 | 17 | - |