UTI Nifty 50 Equal Weight Index Fund
Direct · Growth ₹15.31
06 Jul 2026
NAV
13.8%
3Y CAGR
13.7%
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.
13.61
Sharpe
-18.1%
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 | ₹12.47 L | 12.0% | -16.5% | 46.9% |
| 3 Years | ₹36.00 L | ₹40.41 L | 8.1% | 6.1% | 9.8% |
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 | 12.0% | 14.5% | 9.2% | -2.4% |
| 3 Years | 8.1% | 11.2% | 12.9% | -3.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.3% | 8.5% | -5.9% | 42.7% | 0.52 | 2.18 | 91% | — | — |
| 3 Years | 13.8% | 13.7% | 12.9% | 14.8% | 13.61 | — | 100% | — | — |
-18.1%
Max Drawdown
5 mo
Drawdown Duration
10 mo
Recovery Time
-4.3%
Avg Drawdown
Calmar Ratio by Duration
0.74
1Y
0.76
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.90 | 0.98 | 103.3% | 90.5% | 8.5% | -1.6% |
| 3 Years | +6.31 | 0.99 | 103.6% | 95.7% | 13.6% | 7.3% |
| 5 Years | +3.68 | 0.99 | 103.0% | 95.3% | 9.3% | 5.6% |
| 7 Years | +2.56 | 0.99 | 103.0% | 95.3% | 6.5% | 3.9% |
| 10 Years | +1.74 | 0.99 | 103.0% | 95.3% | 4.5% | 2.7% |
| 12 Years | +1.43 | 0.99 | 103.0% | 95.3% | 3.8% | 2.3% |
| 15 Years | +1.12 | 0.99 | 103.0% | 95.3% | 3.0% | 1.8% |