UTI Nifty Next 50 Index Fund
Direct · Growth ₹27.62
18 Aug 2026
NAV
17.9%
3Y CAGR
17.7%
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.
2.56
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 | ₹12.59 L | 17.8% | -56.4% | 91.7% |
| 3 Years | ₹36.00 L | ₹46.54 L | 19.2% | 2.0% | 39.7% |
| 5 Years | ₹60.00 L | ₹90.47 L | 18.4% | 8.5% | 30.7% |
| 7 Years | ₹84.00 L | ₹1.50 Cr | 16.5% | 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 | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 17.8% | 14.4% | 9.4% | +3.4% |
| 3 Years | 19.2% | 11.1% | 12.3% | +8.1% |
| 5 Years | 18.4% | 10.4% | 14.1% | +8.0% |
| 7 Years | 16.5% | 10.6% | 14.3% | +6.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.7% | 7.2% | -32.5% | 88.5% | 0.42 | 1.34 | 74% | — | — |
| 3 Years | 17.9% | 18.1% | 9.3% | 27.4% | 3.41 | — | 100% | — | — |
| 5 Years | 17.7% | 17.9% | 7.9% | 28.2% | 2.56 | — | 100% | — | — |
-39.9%
Max Drawdown
19 mo
Drawdown Duration
8 mo
Recovery Time
-8.6%
Avg Drawdown
Calmar Ratio by Duration
0.42
1Y
0.45
3Y
0.44
5Y
0.37
7Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.80 | 1.10 | 114.2% | 95.2% | 10.9% | -2.9% |
| 3 Years | +12.03 | 1.15 | 118.1% | 104.2% | 20.0% | 7.8% |
| 5 Years | +5.87 | 1.07 | 105.2% | 97.8% | 13.8% | 7.8% |
| 7 Years | +5.43 | 0.91 | 95.4% | 89.5% | 16.8% | 11.8% |
| 10 Years | +2.39 | 0.92 | 95.2% | 91.5% | 10.8% | 8.5% |
| 12 Years | +1.87 | 0.92 | 95.2% | 91.5% | 8.9% | 7.1% |
| 15 Years | +1.37 | 0.92 | 95.2% | 91.5% | 7.0% | 5.6% |