UTI Nifty 50 Equal Weight Index Fund
Direct · Growth ₹14.47
30 Oct 2026
NAV
12.6%
3Y CAGR
12.4%
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.
3.41
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.
0.32%
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 | ₹12.40 L | 10.7% | -16.5% | 46.9% |
| 3 Years | ₹36.00 L | ₹40.19 L | 6.6% | 0.2% | 10.0% |
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 | 10.7% | 4.7% |
| 3 Years | 6.6% | 10.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 12.1% | 7.8% | -7.6% | 42.7% | 0.43 | 1.47 | 86% | — | — |
| 3 Years | 12.6% | 13.3% | 9.1% | 14.9% | 3.41 | — | 100% | — | — |
-18.1%
Max Drawdown
5 mo
Drawdown Duration
10 mo
Recovery Time
-4.4%
Avg Drawdown
Calmar Ratio by Duration
0.67
1Y
0.69
3Y