Index Fund · Passive
UTI - Nifty Next 50 Index Fund - Direct Plan - Growth
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.63
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.75
Downside-only Sharpe
Max Drawdown
-39.9%
Peak-to-trough · full history
Vol (3Y)
18.4%
Annualised σ of daily returns
Positive Days
58%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.63). Its worst peak-to-trough drop over the full history was 39.9% (large drawdowns) between 2018-08-31 and 2020-03-23. About 58% of trading days closed up. Profile: smooth NAV path.
YTD
+4.0%
Calendar YTD
1 Year
+3.9%
Trailing 12 mo
3 Year
+17.0%
CAGR
5 Year
+11.8%
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 1289 windows
- Best window CAGR
- +27.39%
- Median CAGR
- +18.06%
- Avg CAGR
- +17.85%
- Worst window CAGR
- +9.33%
- Positive windows
- 100.0%
5-Year Rolling Windows
- Sample size
- 794 windows
- Best window CAGR
- +27.32%
- Median CAGR
- +17.52%
- Avg CAGR
- +17.53%
- Worst window CAGR
- +7.90%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Index Fund
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
ICICI Prudential NASDAQ 100 Index Fund
ICICI Prudential Mutual Fund
|
+30.4% | +31.6% | — | — |
|
Motilal Oswal S&P 500 Index Fund
Motilal Oswal Mutual Fund
|
+25.2% | +26.4% | +18.0% | — |
|
UTI Nifty 500 Value 50 Index Fund
UTI Mutual Fund
|
+8.8% | +21.2% | — | — |
|
ICICI Prudential Nifty Pharma Index Fund
ICICI Prudential Mutual Fund
|
+17.9% | +20.0% | — | — |
|
Kotak Nifty Smallcap 50 Index Fund
Kotak Mahindra Mutual Fund
|
+11.7% | +19.6% | — | — |
|
Axis Nifty Smallcap 50 Index Fund
Axis Mutual Fund
|
+12.0% | +19.5% | — | — |
|
UTI - Nifty Next 50 Index Fund (this fund)
UTI Mutual Fund
|
+3.9% | +17.0% | +11.8% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.