MonitorDirect · Growth
UTI - Nifty Next 50 Index Fund
- NAV
- 26.1309
- 15 Sept 2026
- 1Y
- +3.1%
- Trailing CAGR
- AUM
- ₹7,546.56 Cr
- 31 Aug 2026
- Volatility
- High
- 18.8% annualized
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+3.1%
- 3Y+15.7%
- 5Y+10.8%
- 10Yn/a
- SI+12.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.8%
- 3Y+6.7%
- 5Y+12.1%
- 10Yn/a
- Since inception
- +12.4%
- Calendar-day CAGR
- Excess 1Y
- +1.8%
- Category median, same plan and option
- 3Y win rate
- +66%
- Windows beating the median
- 3Y percentile
- 68
- Vs comparable share classes
- Worst rolling 3Y
- +9.3%
- 1286 daily-ending windows
- Median rolling 3Y
- +18.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 791 daily-ending windows
- SIP 3Y XIRR
- +6.7%
- 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
- 14 days
- 58 recovered episodes
- Longest recovery
- 253 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
31 Aug 2018 – 1 Dec 2020
Trough 23 Mar 2020 · recovered in 253 days
-39.9%
27 Sept 2024 – open
Trough 28 Feb 2025 · not recovered
-26.5%
18 Oct 2021 – 12 Sept 2022
Trough 20 Jun 2022 · recovered in 84 days
-20.3%
15 Sept 2022 – 6 Sept 2023
Trough 28 Mar 2023 · recovered in 162 days
-18.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
68
Vs category
61
Consistency
58
Risk-adjusted
48
Drawdown
0
Mean
47
Portfolio
31 Aug 2026 · 51 holdings · top 10 are 33.8%.
- Top 5
- 19.5%
- Top 10
- 33.8%
- Largest holding
- 4.7%
- Effective holdings
- 42.2
Divi's Laboratories Ltd
Healthcare
4.7%
TVS Motor Company Ltd
Consumer Discretionary
4.0%
Tata Motors Ltd
Industrials
3.9%
Hindustan Aeronautics Ltd
Industrials
3.6%
Adani Power Ltd
Energy & Utilities
3.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 66% of rolling 3-year windows.
- Three-year return is above the category median.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -0.6%
- 3Y
- n/a
- Vol
- 13.6%
- Max DD
- -11.4%
- Sharpe
- -0.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
JioBlackRock Nifty Midcap 150 Index Fund
Jio BlackRock Mutual Fund
- 1Y
- +3.6%
- 3Y
- n/a
- Vol
- 15.8%
- Max DD
- -14.0%
- Sharpe
- 0.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +2.4%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -15.4%
- Sharpe
- 0.08
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
Aditya Birla Sun Life Nifty Midcap 150 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.5%
- 3Y
- +14.0%
- Vol
- 16.7%
- Max DD
- -21.2%
- Sharpe
- 0.81
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Axis Nifty Bank Index Fund
Axis Mutual Fund
- 1Y
- +2.0%
- 3Y
- n/a
- Vol
- 16.5%
- Max DD
- -18.3%
- Sharpe
- 0.17
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns