UTI Nifty 200 Quality 30 Index Fund Direct Growth

Scheme code: INF789F1AZH9 NAV value: ₹ 8.1661 NAV date: 19 March, 2026 TER: 0.69%

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	-12.29	11.00	3.58	1.83	9.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	1.83
3 year	6.28	30.95	15.04
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	1.83
3 year	6.56	19.64	13.57
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	1.83
3 year	7.68	21.49	15.06
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	1.83
3 year	8.04	32.03	17.81
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: ₹12,37,611 - Absolute Returns: ₹37,611 - CAGR: %

Max Drawdown

-22.57 %

Drawdown Duration

5 months

Avg Drawdown

-11.33 %

1 Y

0.0811

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.20	0.89	91.7	91.0	4.48 %	4.00 %
3 years	-3.53	0.91	86.8	95.8	-6.08 %	-3.44 %
5 years	-2.38	0.91	86.8	95.8	-3.69 %	-2.08 %
7 years	-1.88	0.91	86.8	95.8	-2.65 %	-1.49 %
10 years	-1.49	0.91	86.8	95.8	-1.86 %	-1.05 %
12 years	-1.35	0.91	86.8	95.8	-1.56 %	-0.87 %
15 years	-1.19	0.91	86.8	95.8	-1.25 %	-0.70 %