UTI Nifty Next 50 Index Fund
Direct · Growth ₹25.95
04 Jun 2026
NAV
17.8%
3Y CAGR
18.0%
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.
2.62
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 | 18.0% | -56.4% | 91.7% |
| 3 Years | ₹36.00 L | ₹46.74 L | 19.5% | 2.0% | 39.7% |
| 5 Years | ₹60.00 L | ₹91.36 L | 18.7% | 8.5% | 30.7% |
| 7 Years | ₹84.00 L | ₹1.52 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 | 18.0% | 14.6% | 9.0% | +3.4% |
| 3 Years | 19.5% | 11.2% | 11.6% | +8.3% |
| 5 Years | 18.7% | 10.5% | 14.2% | +8.3% |
| 7 Years | 16.6% | 10.6% | 13.9% | +6.0% |