UTI Infrastructure Fund
Direct · Growth ₹154.28
18 Jun 2026
NAV
14.6%
3Y CAGR
13.5%
5Y CAGR
14.1%
10Y CAGR
14.1%
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.
4.47
Sharpe
-42.8%
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.
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 | ₹12.74 L | 19.2% | -60.6% | 124.8% |
| 3 Years | ₹36.00 L | ₹45.02 L | 14.6% | -25.9% | 40.3% |
| 5 Years | ₹60.00 L | ₹86.63 L | 14.2% | -12.4% | 33.6% |
| 7 Years | ₹84.00 L | ₹1.38 Cr | 14.2% | -4.8% | 25.4% |
| 10 Years | ₹1.20 Cr | ₹2.74 Cr | 15.7% | 11.4% | 19.9% |
| 12 Years | ₹1.44 Cr | ₹3.76 Cr | 15.1% | 12.6% | 17.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 19.2% | 14.5% | 13.5% | +4.7% |
| 3 Years | 14.6% | 11.2% | 17.4% | +3.4% |
| 5 Years | 14.2% | 10.4% | 17.1% | +3.8% |
| 7 Years | 14.2% | 10.6% | 16.6% | +3.6% |
| 10 Years | 15.7% | 11.5% | 16.9% | +4.2% |
| 12 Years | 15.1% | 11.4% | 16.6% | +3.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.6% | 10.3% | -34.5% | 92.9% | 0.43 | 1.15 | 74% | — | — |
| 3 Years | 14.6% | 14.7% | -10.9% | 34.5% | 0.85 | 2.27 | 91% | — | — |
| 5 Years | 13.5% | 13.3% | -4.3% | 31.5% | 0.96 | 3.74 | 97% | — | — |
| 10 Years | 14.1% | 14.0% | 10.4% | 18.1% | 4.47 | — | 100% | — | — |
-42.8%
Max Drawdown
27 mo
Drawdown Duration
11 mo
Recovery Time
-8.9%
Avg Drawdown
Calmar Ratio by Duration
0.41
1Y
0.34
3Y
0.32
5Y
0.29
7Y
0.33
10Y
0.35
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +7.25 | 1.00 | 103.6% | 93.9% | 4.2% | -3.1% |
| 3 Years | +8.39 | 1.06 | 107.6% | 97.7% | 17.2% | 8.7% |
| 5 Years | +7.62 | 0.98 | 99.0% | 89.7% | 16.5% | 8.9% |
| 7 Years | +4.99 | 0.93 | 95.4% | 89.9% | 15.6% | 10.9% |
| 10 Years | +3.04 | 0.95 | 97.1% | 93.4% | 14.2% | 11.4% |
| 12 Years | +2.15 | 0.98 | 99.3% | 96.4% | 12.1% | 10.1% |
| 15 Years | +1.63 | 1.00 | 101.1% | 98.9% | 11.3% | 9.7% |