UTI Nifty Next 50 ETF
Direct · Growth ₹77.95
19 Jun 2026
NAV
-15.8%
3Y CAGR
-24.4%
5Y CAGR
-18.5%
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.
-2.97
Sharpe
-90.6%
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 | ₹12.25 L | 3.8% | -99.9% | 92.1% |
| 3 Years | ₹36.00 L | ₹37.23 L | -7.5% | -91.8% | 40.1% |
| 5 Years | ₹60.00 L | ₹65.82 L | -4.9% | -42.3% | 15.3% |
| 7 Years | ₹84.00 L | ₹83.43 L | -0.3% | -6.2% | 4.5% |
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 | 3.8% | 13.5% |
| 3 Years | -7.5% | 9.5% |
| 5 Years | -4.9% | 5.5% |
| 7 Years | -0.3% | 6.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -1.8% | 1.8% | -89.1% | 89.0% | -0.22 | -0.24 | 55% | — | — |
| 3 Years | -15.8% | -43.3% | -51.3% | 24.8% | -0.71 | -0.59 | 46% | — | — |
| 5 Years | -24.4% | -25.8% | -33.3% | 16.7% | -2.97 | -0.95 | 6% | — | — |
-90.6%
Max Drawdown
1 mo
Drawdown Duration
Not recovered
Recovery Time
-54.2%
Avg Drawdown
Calmar Ratio by Duration
-0.02
1Y
-0.17
3Y
-0.27
5Y
-0.20
7Y