UTI BSE Sensex ETF Direct Growth

Scheme code: INF789FB1X58 NAV value: ₹ 816.5963 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Other ETFs

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-31.1289.6413.5714.6510.87
3 year-2.8130.8914.1214.130.77
5 year8.5024.6614.6114.86-1.39
7 year11.0516.5514.0314.071.47
10 year12.7114.9213.6713.633.83

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,80,271 - Absolute Returns: ₹80,271 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,07,944 - Absolute Returns: ₹8,07,944 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,76,749 - Absolute Returns: ₹26,76,749 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,39,93,114 - Absolute Returns: ₹55,93,114 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,42,07,573 - Absolute Returns: ₹1,22,07,573 - CAGR: %

Drawdown Metrics

Max Drawdown

-37.90 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.56 %

Calmar Ratio by Duration

1 Y

0.3865

3 Y

0.3728

5 Y

0.3921

7 Y

0.3712

10 Y

0.3596