UTI Nifty 200 Quality 30 Index Fund
Direct · Growth ₹9.06
18 Aug 2026
NAV
1.2%
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.
-1.11
Sharpe
-22.6%
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.
0.69%
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 | ₹12.12 L | 1.9% | -21.9% | 16.6% |
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 | 1.9% | 14.4% | 9.4% | -12.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 1.2% | 1.7% | -12.3% | 11.0% | -1.11 | -0.74 | 57% | — | — |
-22.6%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-11.8%
Avg Drawdown
Calmar Ratio by Duration
0.05
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.50 | 0.87 | 90.9% | 84.4% | 1.8% | -2.9% |
| 3 Years | -1.90 | 0.88 | 87.9% | 90.6% | -3.3% | -2.4% |
| 5 Years | -1.46 | 0.88 | 87.9% | 90.6% | -2.0% | -1.5% |
| 7 Years | -1.25 | 0.88 | 87.9% | 90.6% | -1.4% | -1.1% |
| 10 Years | -1.11 | 0.88 | 87.9% | 90.6% | -1.0% | -0.7% |
| 12 Years | -1.05 | 0.88 | 87.9% | 90.6% | -0.8% | -0.6% |
| 15 Years | -0.99 | 0.88 | 87.9% | 90.6% | -0.7% | -0.5% |