UTI Nifty Next 50 Index Fund
Direct · Growth ₹26.06
20 Apr 2026
NAV
17.7%
3Y CAGR
18.1%
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.
2.63
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 | ₹12.58 L | 18.1% | -56.4% | 91.7% |
| 3 Years | ₹36.00 L | ₹46.83 L | 19.8% | 2.0% | 39.7% |
| 5 Years | ₹60.00 L | ₹91.85 L | 18.9% | 8.5% | 30.7% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 18.1% | 2.1% | +16.0% |
| 3 Years | 19.8% | 11.2% | +8.6% |
| 5 Years | 18.9% | 11.1% | +7.8% |