ReviewDirect · Growth
UTI - Nifty Next 50 Exchange Traded Fund
UTI Mutual FundExchange Traded Funds (ETFs) - Equity ETF9.1 years
- NAV
- 75.9819
- 15 Sept 2026
- 1Y
- +3.3%
- Trailing CAGR
- AUM
- ₹2,258.17 Cr
- 30 Jun 2026
- Volatility
- n/a
- History still thin
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+3.3%
- 3Y+16.0%
- 5Y+11.1%
- 10Yn/a
- SI-13.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.1%
- 3Y+7.0%
- 5Y+12.4%
- 10Yn/a
- Since inception
- -13.5%
- Calendar-day CAGR
- Excess 1Y
- -0.6%
- Category median, same plan and option
- 3Y win rate
- +60%
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- Worst rolling 3Y
- -51.3%
- 1511 daily-ending windows
- Median rolling 3Y
- -0.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +11%
- 1014 daily-ending windows
- SIP 3Y XIRR
- +7.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 23 days
- 17 recovered episodes
- Longest recovery
- 254 days
- Trough to prior peak
- Current spell
- 2021 days
- Days below latest peak
- Time below peak
- +98%
- NAV observations
4 Mar 2021 – open
Trough 12 Apr 2021 · not recovered
-90.6%
8 Jan 2018 – 2 Dec 2020
Trough 23 Mar 2020 · recovered in 254 days
-40.3%
11 Jan 2021 – 11 Feb 2021
Trough 29 Jan 2021 · recovered in 13 days
-7.9%
19 Sept 2017 – 25 Oct 2017
Trough 27 Sept 2017 · recovered in 28 days
-6.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
46
Consistency
52
Risk-adjusted
n/a
Drawdown
0
Mean
49
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 60% of rolling 3-year windows.
- Three-year return is above the category median.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Nifty Healthcare ETF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +11.5%
- 3Y
- +19.1%
- Vol
- 14.9%
- Max DD
- -18.3%
- Sharpe
- 0.64
- 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
- +75.9%
- 3Y
- +45.4%
- Vol
- 32.2%
- Max DD
- -44.4%
- Sharpe
- 0.88
- 3Y win
- +79%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset Nifty India Manufacturing ETF
Mirae Asset Mutual Fund
- 1Y
- +4.2%
- 3Y
- +16.2%
- Vol
- 15.5%
- Max DD
- -23.2%
- Sharpe
- 0.74
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset BSE 200 Equal Weight ETF
Mirae Asset Mutual Fund
- 1Y
- +1.4%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -13.6%
- Sharpe
- 0.43
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Mirae Asset Nifty Next 50 ETF
Mirae Asset Mutual Fund
- 1Y
- +3.3%
- 3Y
- +16.0%
- Vol
- 19.4%
- Max DD
- -36.0%
- Sharpe
- 0.56
- 3Y win
- +99%
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns