UTI BSE Sensex Index Fund
Direct · Growth ₹13.92
03 Nov 2026
NAV
10.8%
3Y CAGR
10.6%
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.
1.26
Sharpe
-16.1%
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.
0.19%
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 | ₹12.56 L | 9.2% | -23.4% | 38.7% |
| 3 Years | ₹36.00 L | ₹41.61 L | 7.6% | -4.4% | 15.2% |
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 | 9.2% | 4.7% |
| 3 Years | 7.6% | 10.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.1% | 9.3% | -12.8% | 31.4% | 0.34 | 0.65 | 82% | — | — |
| 3 Years | 10.8% | 11.7% | 3.6% | 17.9% | 1.26 | 7.73 | 100% | — | — |
-16.1%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-4.9%
Avg Drawdown
Calmar Ratio by Duration
0.62
1Y
0.67
3Y