UTI Nifty 200 Momentum 30 Index Fund
Direct · Growth ₹21.29
06 Jul 2026
NAV
19.6%
3Y CAGR
13.2%
5Y CAGR
15.6%
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.
5.63
Sharpe
-31.5%
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 | ₹12.42 L | 15.4% | -40.0% | 89.5% |
| 3 Years | ₹36.00 L | ₹44.81 L | 19.7% | -3.0% | 41.7% |
| 5 Years | ₹60.00 L | ₹76.76 L | 10.2% | 6.3% | 13.7% |
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 | 15.4% | 14.5% | 9.1% | +0.9% |
| 3 Years | 19.7% | 11.2% | 13.0% | +8.6% |
| 5 Years | 10.2% | 10.4% | 14.1% | -0.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.7% | 3.5% | -21.1% | 76.2% | 0.33 | 0.93 | 57% | — | — |
| 3 Years | 19.6% | 18.5% | 8.8% | 28.9% | 2.83 | — | 100% | — | — |
| 5 Years | 13.2% | 13.1% | 11.0% | 16.1% | 5.63 | — | 100% | — | — |
-31.5%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-10.6%
Avg Drawdown
Calmar Ratio by Duration
0.50
1Y
0.62
3Y
0.42
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.16 | 1.23 | 119.2% | 114.4% | -1.5% | -3.4% |
| 3 Years | +5.90 | 1.24 | 123.4% | 117.8% | 12.6% | 6.7% |
| 5 Years | +2.22 | 1.19 | 117.0% | 115.2% | 11.9% | 9.2% |
| 7 Years | +4.14 | 1.17 | 117.2% | 111.7% | 11.4% | 7.2% |
| 10 Years | +3.15 | 1.17 | 117.2% | 111.7% | 7.9% | 5.0% |
| 12 Years | +2.78 | 1.17 | 117.2% | 111.7% | 6.5% | 4.1% |
| 15 Years | +2.43 | 1.17 | 117.2% | 111.7% | 5.2% | 3.3% |