UTI Nifty 50 Equal Weight Index Fund Direct Growth

Scheme code: INF789F1AYP5 NAV value: ₹ 13.9553 NAV date: 19 March, 2026 TER: 0.32%

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	-5.89	42.70	10.39	14.91	9.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	14.91
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	14.91
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	14.91
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	14.91
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: ₹12,70,020 - Absolute Returns: ₹70,020 - CAGR: %

Max Drawdown

-18.12 %

Drawdown Duration

5 months

Recovery Time

10 months

Avg Drawdown

-4.28 %

1 Y

0.8229

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	6.12	1.02	104.9	96.7	10.07 %	4.00 %
3 years	4.55	1.00	104.2	97.8	12.52 %	7.96 %
5 years	2.64	1.00	104.2	97.8	7.33 %	4.70 %
7 years	1.86	1.00	104.2	97.8	5.18 %	3.34 %
10 years	1.29	1.00	104.2	97.8	3.60 %	2.33 %
12 years	1.08	1.00	104.2	97.8	2.99 %	1.93 %
15 years	0.87	1.00	104.2	97.8	2.39 %	1.54 %