UTI BSE Sensex ETF
Direct · Growth ₹839.84
02 Nov 2026
NAV
13.6%
3Y CAGR
14.2%
5Y CAGR
12.7%
10Y CAGR
13.4%
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.
5.93
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.
0.05%
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 | ₹12.75 L | 13.9% | -58.2% | 92.9% |
| 3 Years | ₹36.00 L | ₹43.72 L | 13.2% | -18.7% | 30.2% |
| 5 Years | ₹60.00 L | ₹85.83 L | 14.2% | 2.5% | 21.8% |
| 7 Years | ₹84.00 L | ₹1.38 Cr | 13.8% | 6.7% | 18.4% |
| 10 Years | ₹1.20 Cr | ₹2.16 Cr | 12.0% | 8.9% | 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 | 13.9% | 9.2% |
| 3 Years | 13.2% | 13.3% |
| 5 Years | 14.2% | 13.4% |
| 7 Years | 13.8% | 13.7% |
| 10 Years | 12.0% | 11.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.4% | 12.5% | -31.1% | 89.6% | 0.48 | 1.22 | 87% | — | — |
| 3 Years | 13.6% | 13.8% | -2.8% | 30.9% | 1.58 | 8.67 | 100% | — | — |
| 5 Years | 14.2% | 14.4% | 4.7% | 24.7% | 2.45 | 42.90 | 100% | — | — |
| 10 Years | 12.7% | 12.8% | 10.8% | 14.9% | 5.93 | — | 100% | — | — |
-37.9%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-4.9%
Avg Drawdown
Calmar Ratio by Duration
0.35
1Y
0.36
3Y
0.37
5Y
0.36
7Y
0.33
10Y