UTI - Nifty Next 50 Exchange Traded Fund - Direct Plan - Growth
Mutual Fund · Exchange Traded Funds (ETFs) - Equity ETF · As of 18 Oct 2026, 6:57 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
60/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Only 48% of three-year holding periods ended in profit — the trailing return flatters what most investors actually got
✗ The worst three-year stretch returned -50.7% a year
Investment Checklist
3 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✗ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹74.61
As of
16 Oct 2026
Fund History Available
9.2 yrs
1Y Return (CAGR)
0.2%
Moderate
3Y Return (CAGR)
16.3%
5Y Return (CAGR)
10.3%
Annualized Volatility
18.6%
Moderate
Sharpe Ratio (est.)
0.56
Moderate
Max Drawdown
-90.6%
Severe historical drop
Category
Exchange Traded Funds (ETFs) - Equity ETF
Fund House
UTI Mutual Fund
Category Peer Comparison
Scheme
1Y Return
IDBI Gold Exchange Traded Fund
—
Tata Gold Exchange Traded Fund
14.2%
UTI - Gold Exchange Traded Fund - Direct Plan - Growth
14.8%
Gold Benchmark Exchange Traded Scheme (Gold BeES)
—
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹9,01,554
Estimated Gain
₹3,01,554
Risk Flags
This fund has seen a peak-to-trough drawdown of -90.6% in its available history — make sure you can stomach that kind of swing.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
