UTI Gold ETF
Direct · Growth ₹114.67
02 Nov 2026
NAV
12.6%
3Y CAGR
10.6%
5Y CAGR
9.0%
10Y CAGR
10.1%
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.
0.71
Sharpe
-29.8%
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 | ₹12.74 L | 16.3% | -30.0% | 160.8% |
| 3 Years | ₹36.00 L | ₹41.93 L | 13.3% | -9.9% | 64.8% |
| 5 Years | ₹60.00 L | ₹77.56 L | 11.0% | -4.1% | 42.6% |
| 7 Years | ₹84.00 L | ₹1.17 Cr | 9.6% | -0.3% | 32.4% |
| 10 Years | ₹1.20 Cr | ₹1.84 Cr | 9.7% | 3.0% | 25.3% |
| 12 Years | ₹1.44 Cr | ₹2.45 Cr | 10.2% | 5.2% | 21.9% |
| 15 Years | ₹1.80 Cr | ₹3.85 Cr | 10.8% | 7.3% | 18.0% |
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 | 16.3% | 34.8% |
| 3 Years | 13.3% | 24.3% |
| 5 Years | 11.0% | 14.4% |
| 7 Years | 9.6% | 13.3% |
| 10 Years | 9.7% | 12.5% |
| 12 Years | 10.2% | 11.3% |
| 15 Years | 10.8% | 13.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.9% | 14.2% | -20.0% | 111.9% | 0.50 | 1.44 | 79% | — | — |
| 3 Years | 12.6% | 12.4% | -9.0% | 43.1% | 0.55 | 1.53 | 88% | — | — |
| 5 Years | 10.6% | 11.1% | -3.6% | 28.7% | 0.54 | 1.36 | 90% | — | — |
| 10 Years | 9.0% | 8.4% | 3.1% | 19.3% | 0.71 | 3.02 | 100% | — | — |
-29.8%
Max Drawdown
23 mo
Drawdown Duration
49 mo
Recovery Time
-9.7%
Avg Drawdown
Calmar Ratio by Duration
0.53
1Y
0.42
3Y
0.36
5Y
0.32
7Y
0.30
10Y
0.31
12Y
0.36
15Y