UTI Nifty Next 50 ETF
Direct · Growth ₹78.34
06 Jul 2026
NAV
-15.1%
3Y CAGR
-23.2%
5Y CAGR
-17.9%
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.
-2.44
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 | ₹12.26 L | 3.9% | -99.9% | 92.1% |
| 3 Years | ₹36.00 L | ₹37.99 L | -7.1% | -91.8% | 40.1% |
| 5 Years | ₹60.00 L | ₹67.30 L | -4.4% | -42.3% | 15.5% |
| 7 Years | ₹84.00 L | ₹83.80 L | -0.0% | -6.2% | 5.9% |
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 | 3.9% | 13.4% |
| 3 Years | -7.1% | 9.3% |
| 5 Years | -4.4% | 5.7% |
| 7 Years | -0.0% | 6.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -1.6% | 2.1% | -89.1% | 89.0% | -0.21 | -0.24 | 56% | — | — |
| 3 Years | -15.1% | -40.7% | -51.3% | 24.8% | -0.68 | -0.58 | 47% | — | — |
| 5 Years | -23.2% | -25.7% | -33.3% | 16.7% | -2.44 | -0.93 | 9% | — | — |
-90.6%
Max Drawdown
1 mo
Drawdown Duration
Not recovered
Recovery Time
-54.5%
Avg Drawdown
Calmar Ratio by Duration
-0.02
1Y
-0.17
3Y
-0.26
5Y
-0.20
7Y