UTI Nifty Next 50 Index Fund Direct Growth

Scheme code: INF789FC12T1 NAV value: ₹ 24.6878 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-11.6480.1919.7112.82
3 year9.0928.1018.6318.2
5 year7.5428.4817.9915.91
7 year11.8914.6413.3112.84

Rolling return for 1 year

- Average return: 19.71% - Median return: 7.88% - Average standard deviation: 6.39

Rolling return for 3 year

- Average return: 18.63% - Median return: 18.77% - Average standard deviation: 2.1

Rolling return for 5 year

- Average return: 17.99% - Median return: 19.2% - Average standard deviation: 1.27

Rolling return for 7 year

- Average return: 13.31% - Median return: 13.4% - Average standard deviation: 0.51

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 year12,00,00012,29,39829,3982.46
3 year36,00,00047,59,48911,59,4899.76
5 year60,00,00098,90,78638,90,78610.51
7 year84,00,0001,54,61,12970,61,1299.11

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,29,398 - Absolute Returns: ₹29,398 - CAGR: 2.46%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,59,489 - Absolute Returns: ₹11,59,489 - CAGR: 9.76%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹98,90,786 - Absolute Returns: ₹38,90,786 - CAGR: 10.51%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,54,61,129 - Absolute Returns: ₹70,61,129 - CAGR: 9.11%