UTI Nifty Next 50 Index Fund
Direct · Growth ₹25.65
16 Oct 2026
NAV
17.8%
3Y CAGR
17.4%
5Y CAGR
16.3%
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.
2.43
Sharpe
-39.9%
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.
0.35%
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 | ₹12.58 L | 17.6% | -56.4% | 91.7% |
| 3 Years | ₹36.00 L | ₹46.44 L | 18.8% | 2.0% | 39.7% |
| 5 Years | ₹60.00 L | ₹89.55 L | 18.2% | 8.5% | 30.7% |
| 7 Years | ₹84.00 L | ₹1.49 Cr | 16.4% | 12.1% | 18.4% |
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 | 17.6% | 5.8% |
| 3 Years | 18.8% | 11.2% |
| 5 Years | 18.2% | 14.0% |
| 7 Years | 16.4% | 16.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.4% | 7.1% | -32.5% | 88.5% | 0.41 | 1.32 | 74% | — | — |
| 3 Years | 17.8% | 18.1% | 9.3% | 27.4% | 3.44 | — | 100% | — | — |
| 5 Years | 17.4% | 17.4% | 7.9% | 28.2% | 2.43 | — | 100% | — | — |
-39.9%
Max Drawdown
19 mo
Drawdown Duration
8 mo
Recovery Time
-8.6%
Avg Drawdown
Calmar Ratio by Duration
0.41
1Y
0.45
3Y
0.44
5Y
0.37
7Y