UTI Nifty Next 50 Index Fund
Direct · Growth ₹26.95
06 Jul 2026
NAV
17.8%
3Y CAGR
17.8%
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.
2.58
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.
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 | ₹12.57 L | 17.8% | -56.4% | 91.7% |
| 3 Years | ₹36.00 L | ₹46.64 L | 19.3% | 2.0% | 39.7% |
| 5 Years | ₹60.00 L | ₹90.78 L | 18.6% | 8.5% | 30.7% |
| 7 Years | ₹84.00 L | ₹1.51 Cr | 16.6% | 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% | 14.5% | 9.1% | +3.3% |
| 3 Years | 19.3% | 11.2% | 13.0% | +8.2% |
| 5 Years | 18.6% | 10.4% | 14.1% | +8.1% |
| 7 Years | 16.6% | 10.6% | 13.9% | +6.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.8% | 7.1% | -32.5% | 88.5% | 0.42 | 1.34 | 73% | — | — |
| 3 Years | 17.8% | 18.1% | 9.3% | 27.4% | 3.37 | — | 100% | — | — |
| 5 Years | 17.8% | 18.1% | 7.9% | 28.2% | 2.58 | — | 100% | — | — |
-39.9%
Max Drawdown
19 mo
Drawdown Duration
8 mo
Recovery Time
-8.7%
Avg Drawdown
Calmar Ratio by Duration
0.42
1Y
0.45
3Y
0.45
5Y
0.36
7Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.54 | 1.12 | 113.8% | 101.6% | 5.3% | -3.1% |
| 3 Years | +10.56 | 1.15 | 116.2% | 104.0% | 18.0% | 7.3% |
| 5 Years | +4.32 | 1.07 | 103.7% | 98.1% | 13.6% | 9.1% |
| 7 Years | +4.68 | 0.91 | 95.5% | 90.3% | 15.3% | 11.1% |
| 10 Years | +1.91 | 0.92 | 95.1% | 91.9% | 10.3% | 8.6% |
| 12 Years | +1.48 | 0.92 | 95.1% | 91.9% | 8.6% | 7.1% |
| 15 Years | +1.06 | 0.92 | 95.1% | 91.9% | 6.8% | 5.7% |