UTI Nifty 200 Momentum 30 Index Fund
Direct · Growth ₹20.09
19 Oct 2026
NAV
18.8%
3Y CAGR
11.8%
5Y CAGR
14.5%
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.
2.61
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.
0.43%
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 | ₹12.33 L | 14.5% | -40.0% | 89.5% |
| 3 Years | ₹36.00 L | ₹43.83 L | 17.9% | -4.0% | 41.7% |
| 5 Years | ₹60.00 L | ₹75.98 L | 9.7% | 6.1% | 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 | Category avg |
|---|---|---|
| 1 Year | 14.5% | 5.0% |
| 3 Years | 17.9% | 10.4% |
| 5 Years | 9.7% | 14.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.8% | 2.5% | -21.1% | 76.2% | 0.30 | 0.85 | 57% | — | — |
| 3 Years | 18.8% | 18.0% | 8.2% | 28.9% | 2.42 | — | 100% | — | — |
| 5 Years | 11.8% | 11.8% | 6.5% | 16.1% | 2.61 | — | 100% | — | — |
-31.5%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-11.1%
Avg Drawdown
Calmar Ratio by Duration
0.47
1Y
0.60
3Y
0.38
5Y