UTI Nifty Next 50 Index Fund Direct Growth

Scheme code: INF789FC12T1 NAV value: ₹ 23.5203 NAV date: 19 March, 2026 TER: 0.35%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-32.49	88.45	7.25	17.28	9.23
3 year	9.28	27.39	17.79	17.71	15.72
5 year	7.90	28.21	19.32	18.29	15.28
7 year	11.95	16.33	14.45	14.34	12.94

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.28
3 year	6.28	30.95	15.04	17.71
5 year	8.38	26.02	14.22	18.29
7 year	10.18	15.62	12.93	14.34
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	17.28
3 year	6.56	19.64	13.57	17.71
5 year	9.22	12.29	10.75	18.29

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.28
3 year	7.68	21.49	15.06	17.71
5 year	10.37	13.5	11.93	18.29

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	17.28
3 year	8.04	32.03	17.81	17.71
5 year	8.18	28.64	15.34	18.29
7 year	10.64	16.42	13.77	14.34
10 year	12.56	14.06	13.31

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,76,090 - Absolute Returns: ₹76,090 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,36,219 - Absolute Returns: ₹11,36,219 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹94,24,912 - Absolute Returns: ₹34,24,912 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,52,43,447 - Absolute Returns: ₹68,43,447 - CAGR: %

Drawdown Metrics

Max Drawdown

-39.86 %

Drawdown Duration

19 months

Recovery Time

8 months

Avg Drawdown

-8.60 %

Calmar Ratio by Duration

1 Y

0.4336

3 Y

0.4444

5 Y

0.4589

7 Y

0.3598

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	5.30	1.07	111.7	104.7	9.12 %	4.00 %
3 years	8.24	1.14	113.5	103.0	20.19 %	11.28 %
5 years	4.09	1.04	101.3	95.7	13.64 %	9.44 %
7 years	2.93	0.90	93.8	90.2	13.26 %	10.74 %
10 years	1.10	0.91	94.0	91.7	9.14 %	8.19 %
12 years	0.81	0.91	94.0	91.7	7.56 %	6.78 %
15 years	0.51	0.91	94.0	91.7	6.00 %	5.39 %