UTI BSE Sensex Next 50 ETF
Direct · Growth ₹93.95
06 Jul 2026
NAV
-7.6%
3Y CAGR
-15.4%
5Y 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.
-1.45
Sharpe
-90.6%
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 | ₹12.46 L | 5.8% | -99.9% | 94.5% |
| 3 Years | ₹36.00 L | ₹43.93 L | 5.4% | -49.1% | 38.3% |
| 5 Years | ₹60.00 L | ₹79.62 L | 11.0% | -3.0% | 18.0% |
| 7 Years | ₹84.00 L | ₹99.16 L | 4.7% | 1.4% | 7.1% |
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 | 5.8% | 13.4% |
| 3 Years | 5.4% | 9.3% |
| 5 Years | 11.0% | 5.6% |
| 7 Years | 4.7% | 6.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -1.3% | 6.4% | -88.5% | 60.7% | -0.19 | -0.21 | 68% | — | — |
| 3 Years | -7.6% | 18.2% | -49.0% | 27.5% | -0.43 | -0.42 | 56% | — | — |
| 5 Years | -15.4% | -21.7% | -26.7% | 18.4% | -1.45 | -0.83 | 18% | — | — |
-90.6%
Max Drawdown
2 mo
Drawdown Duration
Not recovered
Recovery Time
-64.3%
Avg Drawdown
Calmar Ratio by Duration
-0.01
1Y
-0.08
3Y
-0.17
5Y
-0.18
7Y