UTI Nifty 50 ETF
Direct · Growth ₹270.40
06 Jul 2026
NAV
-8.3%
3Y CAGR
-6.1%
5Y CAGR
-10.1%
10Y CAGR
-8.5%
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.
-26.09
Sharpe
-90.7%
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 | ₹12.61 L | 6.8% | -99.9% | 92.2% |
| 3 Years | ₹36.00 L | ₹41.60 L | -4.2% | -92.8% | 30.8% |
| 5 Years | ₹60.00 L | ₹73.17 L | -9.8% | -74.3% | 21.4% |
| 7 Years | ₹84.00 L | ₹38.04 L | -18.9% | -58.3% | 15.5% |
| 10 Years | ₹1.20 Cr | ₹51.44 L | -18.7% | -21.1% | -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 | Category avg |
|---|---|---|
| 1 Year | 6.8% | 14.1% |
| 3 Years | -4.2% | 9.0% |
| 5 Years | -9.8% | 5.6% |
| 7 Years | -18.9% | 6.0% |
| 10 Years | -18.7% | 5.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3.0% | 9.8% | -89.4% | 91.4% | -0.10 | -0.12 | 79% | — | — |
| 3 Years | -8.3% | 10.5% | -50.0% | 31.1% | -0.50 | -0.46 | 63% | — | — |
| 5 Years | -6.1% | 9.1% | -31.1% | 18.2% | -0.62 | -0.54 | 52% | — | — |
| 10 Years | -10.1% | -10.1% | -11.3% | -8.6% | -26.09 | -1.00 | 0% | — | — |
-90.7%
Max Drawdown
1 mo
Drawdown Duration
Not recovered
Recovery Time
-26.6%
Avg Drawdown
Calmar Ratio by Duration
0.03
1Y
-0.09
3Y
-0.07
5Y
-0.11
7Y
-0.11
10Y