UTI Nifty 200 Momentum 30 Index Fund
Direct · Growth ₹21.58
18 Aug 2026
NAV
19.4%
3Y CAGR
12.8%
5Y CAGR
15.3%
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.
4.62
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 | ₹12.38 L | 15.1% | -40.0% | 89.5% |
| 3 Years | ₹36.00 L | ₹44.52 L | 19.1% | -3.0% | 41.7% |
| 5 Years | ₹60.00 L | ₹76.38 L | 10.1% | 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 | 15.1% | 14.4% | 9.4% | +0.7% |
| 3 Years | 19.1% | 11.1% | 12.3% | +8.0% |
| 5 Years | 10.1% | 10.4% | 14.1% | -0.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.4% | 3.1% | -21.1% | 76.2% | 0.32 | 0.91 | 57% | — | — |
| 3 Years | 19.4% | 18.3% | 8.8% | 28.9% | 2.73 | — | 100% | — | — |
| 5 Years | 12.8% | 12.7% | 10.6% | 16.1% | 4.62 | — | 100% | — | — |
-31.5%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-10.8%
Avg Drawdown
Calmar Ratio by Duration
0.49
1Y
0.61
3Y
0.41
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.25 | 1.20 | 117.5% | 109.8% | 1.5% | -2.9% |
| 3 Years | +5.25 | 1.24 | 123.8% | 118.7% | 13.3% | 7.8% |
| 5 Years | +2.89 | 1.19 | 117.5% | 114.9% | 11.0% | 7.8% |
| 7 Years | +4.51 | 1.16 | 117.0% | 111.0% | 11.7% | 7.1% |
| 10 Years | +3.40 | 1.16 | 117.0% | 111.0% | 8.1% | 4.9% |
| 12 Years | +2.99 | 1.16 | 117.0% | 111.0% | 6.7% | 4.1% |
| 15 Years | +2.57 | 1.16 | 117.0% | 111.0% | 5.3% | 3.3% |