UTI BSE Sensex ETF
Direct · Growth ₹866.03
06 Jul 2026
NAV
13.8%
3Y CAGR
14.5%
5Y CAGR
13.1%
10Y CAGR
13.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.84
Sharpe
-37.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.77 L | 14.5% | -58.2% | 92.9% |
| 3 Years | ₹36.00 L | ₹43.84 L | 13.6% | -18.7% | 30.2% |
| 5 Years | ₹60.00 L | ₹86.21 L | 14.6% | 4.4% | 21.8% |
| 7 Years | ₹84.00 L | ₹1.39 Cr | 14.2% | 8.4% | 18.4% |
| 10 Years | ₹1.20 Cr | ₹2.36 Cr | 12.5% | 10.0% | 14.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 14.5% | 13.4% |
| 3 Years | 13.6% | 9.3% |
| 5 Years | 14.6% | 5.7% |
| 7 Years | 14.2% | 6.2% |
| 10 Years | 12.5% | 5.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.9% | 13.0% | -31.1% | 89.6% | 0.53 | 1.41 | 89% | — | — |
| 3 Years | 13.8% | 13.9% | -2.8% | 30.9% | 1.69 | 9.20 | 100% | — | — |
| 5 Years | 14.5% | 14.5% | 8.3% | 24.7% | 2.92 | — | 100% | — | — |
| 10 Years | 13.1% | 13.1% | 11.5% | 14.9% | 7.84 | — | 100% | — | — |
-37.9%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-4.8%
Avg Drawdown
Calmar Ratio by Duration
0.37
1Y
0.37
3Y
0.38
5Y
0.36
7Y
0.34
10Y