UTI Nifty 50 Index Fund Direct Growth

Scheme code: INF789F01XA0 NAV value: ₹ 172.4606 NAV date: 26 August, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-1.7837.9312.4712.82
3 year8.1033.7816.7918.2
5 year7.3426.6114.9715.91
7 year4.5016.6612.8212.84
10 year10.4515.2513.0413.04
12 year12.4814.6913.5213.52

Rolling return for 1 year

- Average return: 12.47% - Median return: 9.76% - Average standard deviation: 4.21

Rolling return for 3 year

- Average return: 16.79% - Median return: 15.96% - Average standard deviation: 1.85

Rolling return for 5 year

- Average return: 14.97% - Median return: 14.72% - Average standard deviation: 0.97

Rolling return for 7 year

- Average return: 12.82% - Median return: 13.11% - Average standard deviation: 0.68

Rolling return for 10 year

- Average return: 13.04% - Median return: 13.11% - Average standard deviation: 0.44

Rolling return for 12 year

- Average return: 13.52% - Median return: 13.45% - Average standard deviation: 0.38

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,41,68741,6873.48
3 year36,00,00044,94,1938,94,1937.68
5 year60,00,00088,74,31328,74,3138.14
7 year84,00,0001,36,49,87552,49,8757.18
10 year1,20,00,0002,48,35,9131,28,35,9137.55
12 year1,44,00,0003,38,52,5381,94,52,5387.38

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,687 - Absolute Returns: ₹41,687 - CAGR: 3.48%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,94,193 - Absolute Returns: ₹8,94,193 - CAGR: 7.68%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,74,313 - Absolute Returns: ₹28,74,313 - CAGR: 8.14%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,36,49,875 - Absolute Returns: ₹52,49,875 - CAGR: 7.18%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,48,35,913 - Absolute Returns: ₹1,28,35,913 - CAGR: 7.55%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,38,52,538 - Absolute Returns: ₹1,94,52,538 - CAGR: 7.38%