Insufficient historyDirect · Growth
UTI Nifty500 Shariah Index Fund
- NAV
- 9.774
- 15 Sept 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹88.46 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.7% 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
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-2.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -2.6%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- 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
- 18 days
- 6 recovered episodes
- Longest recovery
- 48 days
- Trough to prior peak
- Current spell
- 32 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
26 Feb 2026 – 21 Apr 2026
Trough 23 Mar 2026 · recovered in 29 days
-10.3%
10 Aug 2026 – open
Trough 11 Sept 2026 · not recovered
-5.3%
27 May 2026 – 29 Jul 2026
Trough 11 Jun 2026 · recovered in 48 days
-3.9%
8 May 2026 – 27 May 2026
Trough 12 May 2026 · recovered in 15 days
-3.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
2
Drawdown
74
Mean
n/a
Portfolio
31 Aug 2026 · 205 holdings · top 10 are 29.0%.
- Top 5
- 19.1%
- Top 10
- 29.0%
- Largest holding
- 6.5%
- Effective holdings
- 65.3
Infosys Ltd
Technology
6.5%
Tata Consultancy Services Ltd
Technology
4.0%
Sun Pharmaceutical Industries Ltd
Healthcare
3.4%
Hindustan Unilever Ltd
Consumer Staples
2.9%
Hindalco Industries Ltd
Materials
2.4%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Insufficient history
Engine status
Insufficient history
History still thin for a status read
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
360 ONE ELSS Tax Saver Nifty 50 Index Fund
360 ONE Mutual Fund
- 1Y
- -6.9%
- 3Y
- +5.6%
- Vol
- 12.5%
- Max DD
- -15.4%
- Sharpe
- 0.24
- 3Y win
- 0%
- Lower volatility
Caveat: Deeper drawdown
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
Caveat: Deeper drawdown
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%
- Lower volatility
Caveat: Deeper drawdown
Axis BSE Sensex Index Fund
Axis Mutual Fund
- 1Y
- -8.5%
- 3Y
- n/a
- Vol
- 13.4%
- Max DD
- -16.0%
- Sharpe
- -0.18
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown
Axis Nifty 500 Index Fund
Axis Mutual Fund
- 1Y
- -2.6%
- 3Y
- n/a
- Vol
- 14.0%
- Max DD
- -18.6%
- Sharpe
- -0.35
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown