UTI Nifty 50 ETF
Direct · Growth ₹264.39
03 Nov 2026
NAV
13.5%
3Y CAGR
14.1%
5Y CAGR
12.8%
10Y CAGR
13.4%
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.
6.09
Sharpe
-38.4%
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.
0.05%
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 | ₹12.72 L | 14.2% | -59.6% | 92.2% |
| 3 Years | ₹36.00 L | ₹43.69 L | 13.2% | -20.8% | 30.8% |
| 5 Years | ₹60.00 L | ₹86.08 L | 14.4% | 3.7% | 22.4% |
| 7 Years | ₹84.00 L | ₹1.39 Cr | 14.1% | 7.8% | 18.9% |
| 10 Years | ₹1.20 Cr | ₹2.22 Cr | 12.4% | 9.4% | 14.5% |
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 | 14.2% | 9.2% |
| 3 Years | 13.2% | 13.3% |
| 5 Years | 14.4% | 13.4% |
| 7 Years | 14.1% | 13.7% |
| 10 Years | 12.4% | 11.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.7% | 12.3% | -32.9% | 91.4% | 0.48 | 1.24 | 87% | — | — |
| 3 Years | 13.5% | 13.9% | -4.6% | 31.1% | 1.49 | 6.18 | 99% | — | — |
| 5 Years | 14.1% | 14.2% | 5.5% | 25.5% | 2.39 | 101.44 | 100% | — | — |
| 10 Years | 12.8% | 12.9% | 10.8% | 15.1% | 6.09 | — | 100% | — | — |
-38.4%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-4.9%
Avg Drawdown
Calmar Ratio by Duration
0.36
1Y
0.35
3Y
0.37
5Y
0.35
7Y
0.33
10Y