UTI Infrastructure Fund
Direct · Growth ₹153.40
31 Jul 2026
NAV
14.6%
3Y CAGR
13.6%
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.
4.53
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 | ₹12.72 L | 19.1% | -60.6% | 124.8% |
| 3 Years | ₹36.00 L | ₹44.97 L | 14.5% | -25.9% | 40.3% |
| 5 Years | ₹60.00 L | ₹86.46 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 | 15.6% | 11.4% | 19.9% |
| 12 Years | ₹1.44 Cr | ₹3.74 Cr | 15.0% | 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 | 19.1% | 14.5% | 13.8% | +4.6% |
| 3 Years | 14.5% | 11.2% | 17.2% | +3.4% |
| 5 Years | 14.2% | 10.4% | 17.0% | +3.8% |
| 7 Years | 14.2% | 10.6% | 16.6% | +3.6% |
| 10 Years | 15.6% | 11.5% | 16.9% | +4.2% |
| 12 Years | 15.0% | 11.4% | 16.4% | +3.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.4% | 10.1% | -34.5% | 92.9% | 0.42 | 1.14 | 74% | — | — |
| 3 Years | 14.6% | 14.9% | -10.9% | 34.5% | 0.86 | 2.29 | 92% | — | — |
| 5 Years | 13.6% | 13.4% | -4.3% | 31.5% | 0.98 | 3.79 | 97% | — | — |
| 10 Years | 14.1% | 14.0% | 10.4% | 18.1% | 4.53 | — | 100% | — | — |
-42.8%
Max Drawdown
27 mo
Drawdown Duration
11 mo
Recovery Time
-8.8%
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 | +4.96 | 0.97 | 97.9% | 91.4% | 3.6% | -1.6% |
| 3 Years | +7.54 | 1.06 | 107.3% | 98.1% | 14.8% | 7.3% |
| 5 Years | +5.92 | 0.98 | 97.7% | 90.2% | 14.8% | 8.9% |
| 7 Years | +5.09 | 0.93 | 95.0% | 89.4% | 16.6% | 11.9% |
| 10 Years | +2.43 | 0.95 | 96.5% | 93.3% | 13.2% | 10.9% |
| 12 Years | +2.42 | 0.98 | 98.9% | 95.8% | 12.4% | 10.1% |
| 15 Years | +1.52 | 1.00 | 100.8% | 98.7% | 11.3% | 9.8% |