UTI BSE Sensex Next 50 ETF Direct Growth

Scheme code: INF789F1AUU3 NAV value: ₹ 83.2839 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Other ETFs

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year1.3365.9836.7712.92
3 year-49.6327.28-17.464.53
5 year-26.85-16.34-22.842.92

Rolling return for 1 year

- Average return: 36.77% - Median return: 43.05% - Average standard deviation: 6.09

Rolling return for 3 year

- Average return: -17.46% - Median return: -41.28% - Average standard deviation: 2.29

Rolling return for 5 year

- Average return: -22.84% - Median return: -22.89% - Average standard deviation: 0.96

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,44,6371,44,63712.06
3 year36,00,00040,18,5044,18,5043.74
5 year60,00,00072,75,38112,75,3813.93

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,44,637 - Absolute Returns: ₹1,44,637 - CAGR: 12.06%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,18,504 - Absolute Returns: ₹4,18,504 - CAGR: 3.74%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,75,381 - Absolute Returns: ₹12,75,381 - CAGR: 3.93%