UTI BSE Sensex Index Fund Direct Growth

Scheme code: INF789F1AVD7 NAV value: ₹ 13.3333 NAV date: 19 March, 2026 TER: 0.19%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-5.38	31.37	11.38	13.18	9.23
3 year	8.50	17.94	12.47	12.94	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	13.18
3 year	6.28	30.95	15.04	12.94
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	13.18
3 year	6.56	19.64	13.57	12.94
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	13.18
3 year	7.68	21.49	15.06	12.94
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	13.18
3 year	8.04	32.03	17.81	12.94
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

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 (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,69,203 - Absolute Returns: ₹69,203 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,41,994 - Absolute Returns: ₹6,41,994 - CAGR: %

Max Drawdown

-14.79 %

Drawdown Duration

5 months

Recovery Time

9 months

Avg Drawdown

-3.98 %

1 Y

0.8913

3 Y

0.8751

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.29	0.98	97.8	99.4	2.75 %	4.00 %
3 years	-0.76	0.99	98.4	99.3	10.46 %	11.28 %
5 years	0.09	0.99	99.3	99.1	5.75 %	5.65 %
7 years	0.04	0.99	99.3	99.1	4.07 %	4.01 %
10 years	0.02	0.99	99.3	99.1	2.83 %	2.79 %
12 years	0.01	0.99	99.3	99.1	2.36 %	2.32 %
15 years	0.00	0.99	99.3	99.1	1.88 %	1.85 %