UTI BSE Sensex Next 50 ETF Direct Growth

Scheme code: INF789F1AUU3 NAV value: ₹ 83.4577 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-88.4860.697.13-1.5810.87
3 year-48.9527.4717.25-10.150.77
5 year-26.6918.15-22.34-21.30-1.39
7 year-17.89-17.58-17.85-17.771.47

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: ₹12,29,516 - Absolute Returns: ₹29,516 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,88,162 - Absolute Returns: ₹6,88,162 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹78,10,807 - Absolute Returns: ₹18,10,807 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹97,51,005 - Absolute Returns: ₹13,51,005 - CAGR: %

Drawdown Metrics

Max Drawdown

-90.58 %

Drawdown Duration

2 months

Avg Drawdown

-63.51 %

Calmar Ratio by Duration

1 Y

-0.0174

3 Y

-0.1121

5 Y

-0.2352

7 Y

-0.1962