MonitorDirect · Growth
UTI Nifty50 Equal Weight Index Fund
- NAV
- 14.6375
- 15 Sept 2026
- 1Y
- +0.5%
- Trailing CAGR
- AUM
- ₹153.5 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.2% 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+0.5%
- 3Y+10.9%
- 5Yn/a
- 10Yn/a
- SI+13.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-1.9%
- 3Y+5.5%
- 5Yn/a
- 10Yn/a
- Since inception
- +13.2%
- Calendar-day CAGR
- Excess 1Y
- -1.3%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 47
- Vs comparable share classes
- Worst rolling 3Y
- +10.9%
- 68 daily-ending windows
- Median rolling 3Y
- +13.8%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +5.5%
- 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
- 16 days
- 40 recovered episodes
- Longest recovery
- 308 days
- Trough to prior peak
- Current spell
- 39 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
27 Sept 2024 – 2 Jan 2026
Trough 28 Feb 2025 · recovered in 308 days
-18.1%
11 Feb 2026 – 3 Aug 2026
Trough 31 Mar 2026 · recovered in 125 days
-12.5%
3 Aug 2026 – open
Trough 11 Sept 2026 · not recovered
-5.7%
3 Jun 2024 – 7 Jun 2024
Trough 4 Jun 2024 · recovered in 3 days
-5.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
47
Vs category
42
Consistency
29
Risk-adjusted
56
Drawdown
55
Mean
46
Portfolio
31 Aug 2026 · 50 holdings · top 10 are 22.8%.
- Top 5
- 11.9%
- Top 10
- 22.8%
- Largest holding
- 2.5%
- Effective holdings
- 49.5
Zomato Ltd
Technology
2.5%
Bajaj Auto Ltd
Consumer Discretionary
2.5%
Titan Company Ltd
Consumer Discretionary
2.3%
HCL Technologies Ltd
Technology
2.3%
Tata Consultancy Services Ltd
Technology
2.3%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 58% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
UTI Nifty Alpha Low-Volatility 30 Index Fund
UTI Mutual Fund
- 1Y
- -3.6%
- 3Y
- n/a
- Vol
- 12.8%
- Max DD
- -16.6%
- Sharpe
- -0.72
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
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
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
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
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
Aditya Birla Sun Life Nifty 50 Equal Weight index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -1.0%
- 3Y
- +10.2%
- Vol
- 13.7%
- Max DD
- -18.0%
- Sharpe
- 0.54
- 3Y win
- +25%
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
Aditya Birla Sun Life Nifty India Defence Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +12.9%
- 3Y
- n/a
- Vol
- 28.0%
- Max DD
- -27.8%
- Sharpe
- 0.45
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown