UTI BSE Sensex Next 50 ETF
Direct · Growth ₹87.26
30 Oct 2026
NAV
20.8%
3Y CAGR
20.9%
5Y CAGR
18.8%
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.
3.32
Sharpe
-40.0%
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.
0.22%
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 | ₹12.73 L | 20.6% | -61.2% | 96.7% |
| 3 Years | ₹36.00 L | ₹47.54 L | 20.2% | 1.0% | 38.3% |
| 5 Years | ₹60.00 L | ₹99.04 L | 21.3% | 10.3% | 31.9% |
| 7 Years | ₹84.00 L | ₹1.55 Cr | 17.2% | 14.3% | 19.2% |
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 | 20.6% | 9.2% |
| 3 Years | 20.2% | 13.3% |
| 5 Years | 21.3% | 13.4% |
| 7 Years | 17.2% | 13.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.6% | 11.8% | -38.3% | 100.5% | 0.54 | 1.75 | 83% | — | — |
| 3 Years | 20.8% | 21.1% | 10.0% | 32.8% | 3.63 | — | 100% | — | — |
| 5 Years | 20.9% | 21.1% | 11.5% | 32.2% | 3.32 | — | 100% | — | — |
-40.0%
Max Drawdown
12 mo
Drawdown Duration
8 mo
Recovery Time
-6.0%
Avg Drawdown
Calmar Ratio by Duration
0.49
1Y
0.52
3Y
0.52
5Y
0.41
7Y