UTI Nifty Next 50 ETF
Direct · Growth ₹75.32
03 Nov 2026
NAV
16.1%
3Y CAGR
15.6%
5Y CAGR
15.2%
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.
1.62
Sharpe
-40.3%
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.
0.15%
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 | ₹12.52 L | 15.4% | -56.2% | 92.1% |
| 3 Years | ₹36.00 L | ₹45.84 L | 17.6% | -3.6% | 40.1% |
| 5 Years | ₹60.00 L | ₹87.19 L | 17.2% | 7.4% | 31.0% |
| 7 Years | ₹84.00 L | ₹1.53 Cr | 17.8% | 12.4% | 24.1% |
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 | 15.4% | 9.2% |
| 3 Years | 17.6% | 13.3% |
| 5 Years | 17.2% | 13.4% |
| 7 Years | 17.8% | 13.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.4% | 5.9% | -32.3% | 89.0% | 0.33 | 0.96 | 69% | — | — |
| 3 Years | 16.1% | 17.6% | -1.9% | 27.7% | 1.63 | 6.08 | 97% | — | — |
| 5 Years | 15.6% | 15.7% | 5.7% | 28.6% | 1.62 | 95.41 | 100% | — | — |
-40.3%
Max Drawdown
27 mo
Drawdown Duration
8 mo
Recovery Time
-8.4%
Avg Drawdown
Calmar Ratio by Duration
0.36
1Y
0.40
3Y
0.39
5Y
0.36
7Y