ReviewDirect · Option n/aPrefer peers first
UTI Nifty 50 ETF
UTI Mutual FundExchange Traded Funds (ETFs) - Equity ETF11.2 years
- NAV
- 255.9799
- 30 Oct 2026
- 1Y
- -10.0%
- Trailing CAGR
- AUM
- ₹69,368.65 Cr
- 30 Jun 2026
- Volatility
- n/a
- History still thin
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Prefer peers if · Prefer Aditya Birla Sun Life Nifty Healthcare ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
11.2 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Pass
0.00% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -90.7%. Ask whether you can hold through a similar fall.
Vs category
Fail
14% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 91%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-10.0%
- 3Y+7.6%
- 5Y-32.7%
- 10Y-11.6%
- SI-9.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-8.4%
- 3Y-0.4%
- 5Y-15.6%
- 10Y-17.2%
- Since inception
- -9.4%
- Calendar-day CAGR
- Excess 1Y
- -0.5%
- Category median, same plan and option
- 3Y win rate
- +14%
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- SIP 3Y XIRR
- -0.4%
- Simulated monthly SIP
- Worst rolling 3Y
- -50.9%
- 2013 daily-ending windows
- Median rolling 3Y
- +10.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +50%
- 1525 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -90.7%
- Worst peak-to-trough
- Current
- -88.2%
- Below last peak
- Current spell
- 1141 days
- Days below latest peak
- Time below peak
- +92%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 98 recovered episodes
- Longest recovery
- 231 days
- Trough to prior peak
15 Sept 2023 – open
Trough 26 Oct 2023 · not recovered
-90.7%
14 Jan 2020 – 9 Nov 2020
Trough 23 Mar 2020 · recovered in 231 days
-38.4%
18 Oct 2021 – 11 Nov 2022
Trough 17 Jun 2022 · recovered in 147 days
-16.4%
23 Oct 2015 – 7 Jun 2016
Trough 25 Feb 2016 · recovered in 103 days
-15.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
47
Consistency
26
Risk-adjusted
n/a
Drawdown
0
Mean
43
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- Three-year return is above the category median.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Aditya Birla Sun Life Nifty Healthcare ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +11.3%
- 3Y
- +21.5%
- Vol
- 15.0%
- Max DD
- -18.3%
- Sharpe
- 0.59
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Aditya Birla Sun Life Silver ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +23.8%
- 3Y
- +35.1%
- Vol
- 32.1%
- Max DD
- -51.7%
- Sharpe
- 0.69
- 3Y win
- +81%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Axis NIFTY Bank ETF
Axis Mutual Fund
- 1Y
- -5.4%
- 3Y
- +8.9%
- Vol
- 18.1%
- Max DD
- -20.6%
- Sharpe
- 0.44
- 3Y win
- +32%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset Nifty Next 50 ETF
Mirae Asset Mutual Fund
- 1Y
- -2.6%
- 3Y
- +16.4%
- Vol
- 19.3%
- Max DD
- -36.0%
- Sharpe
- 0.48
- 3Y win
- +99%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Aditya Birla Sun Life Gold ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +15.9%
- 3Y
- +30.6%
- Vol
- n/a
- Max DD
- -99.2%
- Sharpe
- n/a
- 3Y win
- +40%
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown