UTI Nifty 50 Index Fund
Direct · Growth ₹171.62
06 Jul 2026
NAV
13.1%
3Y CAGR
13.4%
5Y CAGR
13.1%
10Y CAGR
13.2%
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.
7.51
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.
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 | ₹12.72 L | 14.8% | -59.6% | 92.0% |
| 3 Years | ₹36.00 L | ₹43.44 L | 13.0% | -20.9% | 32.3% |
| 5 Years | ₹60.00 L | ₹84.24 L | 13.5% | -7.9% | 22.6% |
| 7 Years | ₹84.00 L | ₹1.39 Cr | 13.6% | -2.3% | 19.2% |
| 10 Years | ₹1.20 Cr | ₹2.47 Cr | 13.8% | 10.7% | 16.8% |
| 12 Years | ₹1.44 Cr | ₹3.37 Cr | 13.1% | 10.8% | 14.7% |
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 | 14.8% | 14.5% | 9.1% | +0.3% |
| 3 Years | 13.0% | 11.2% | 13.0% | +1.8% |
| 5 Years | 13.5% | 10.4% | 14.1% | +3.1% |
| 7 Years | 13.6% | 10.6% | 13.9% | +3.0% |
| 10 Years | 13.8% | 11.5% | 13.8% | +2.4% |
| 12 Years | 13.1% | 11.4% | 13.2% | +1.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.2% | 12.3% | -32.9% | 96.1% | 0.47 | 1.26 | 85% | — | — |
| 3 Years | 13.1% | 13.2% | -4.8% | 32.1% | 1.41 | 6.37 | 99% | — | — |
| 5 Years | 13.4% | 13.4% | -1.3% | 26.0% | 1.79 | 9.73 | 100% | — | — |
| 10 Years | 13.1% | 13.1% | 10.5% | 15.1% | 7.51 | — | 100% | — | — |
-38.4%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-5.0%
Avg Drawdown
Calmar Ratio by Duration
0.37
1Y
0.34
3Y
0.35
5Y
0.34
7Y
0.34
10Y
0.34
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.95 | 1.00 | 100.5% | 99.2% | -2.1% | -3.1% |
| 3 Years | +1.04 | 1.00 | 100.5% | 99.2% | 8.3% | 7.3% |
| 5 Years | +1.04 | 1.00 | 100.5% | 99.3% | 10.1% | 9.1% |
| 7 Years | +1.04 | 1.00 | 100.5% | 99.4% | 12.1% | 11.1% |
| 10 Years | +1.06 | 1.00 | 100.4% | 99.2% | 12.1% | 11.1% |
| 12 Years | +1.06 | 1.00 | 100.2% | 99.1% | 11.2% | 10.1% |
| 15 Years | +0.89 | 1.00 | 100.2% | 99.1% | 10.7% | 9.8% |