UTI Gold ETF
Direct · Growth ₹128.65
18 Aug 2026
NAV
-3.7%
3Y CAGR
-13.4%
5Y CAGR
-14.4%
10Y CAGR
-14.8%
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.
-1.05
Sharpe
-99.2%
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.
0.47%
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 | 13.4% | -100.0% | 160.8% |
| 3 Years | ₹36.00 L | ₹39.23 L | 4.9% | -98.6% | 64.8% |
| 5 Years | ₹60.00 L | ₹63.99 L | -1.8% | -99.5% | 41.6% |
| 7 Years | ₹84.00 L | ₹89.66 L | -6.9% | -99.9% | 18.6% |
| 10 Years | ₹1.20 Cr | ₹1.38 Cr | -11.9% | -94.5% | 11.8% |
| 12 Years | ₹1.44 Cr | ₹73.14 L | -16.6% | -95.8% | 11.6% |
| 15 Years | ₹1.80 Cr | ₹53.59 L | -22.2% | -53.0% | -1.1% |
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 | 13.4% | -1.0% |
| 3 Years | 4.9% | 8.8% |
| 5 Years | -1.8% | 8.6% |
| 7 Years | -6.9% | 9.1% |
| 10 Years | -11.9% | 9.7% |
| 12 Years | -16.6% | 8.1% |
| 15 Years | -22.2% | 8.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.4% | 13.8% | -99.2% | 111.9% | 0.12 | 0.15 | 77% | — | — |
| 3 Years | -3.7% | 6.4% | -78.3% | 43.1% | -0.28 | -0.29 | 69% | — | — |
| 5 Years | -13.4% | 1.6% | -57.7% | 27.4% | -0.64 | -0.55 | 55% | — | — |
| 10 Years | -14.4% | -27.3% | -34.9% | 11.8% | -1.05 | -0.72 | 42% | — | — |
-99.2%
Max Drawdown
8 mo
Drawdown Duration
Not recovered
Recovery Time
-35.3%
Avg Drawdown
Calmar Ratio by Duration
0.11
1Y
-0.04
3Y
-0.13
5Y
-0.14
7Y
-0.14
10Y
-0.16
12Y
-0.19
15Y