Official AMFI data
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UTI

UTI - BSE Sensex Next 50 Exchange Traded Fund

Index Funds / ETFsOther Rank 68 of 343

NAV · Regular-Growth

—-0.89-0.99%

As of — · AMFI

NAV growth-0.3%
Oct ’25Oct ’26
Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 6 of 7 years

Beats its Index Funds / ETFs category on 3Y & 5Y but trails on 1Y.

1Y return

-0.7%

-1.1 vs cat

3Y CAGR

+14.6%

+4.2 vs cat

5Y CAGR

+12.3%

+4.8 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

18.3%

3Y std dev

Go deeper on UTI - BSE Sensex Next 50 Exchange Traded Fund

Two data-only views, computed from this fund's real NAV history — no projections.

In plain English

UTI - BSE Sensex Next 50 Exchange Traded Fund is a Index Funds / ETFs scheme from UTI. Long-run track record: about 12.3% CAGR over 5 years. Worst historical drawdown: -40% in Mar 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF789F1AUU3

NAV (Direct-Growth)

₹88.8709

Last 1Y

-0.32%

Oct 25Min ₹80.43 · Max ₹96.90 · 246 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-40.0%

Peak ₹34.03 on 1 Apr 2019 → trough ₹20.43 on 23 Mar 2020 (12 months down).

Recovered in 8 months· 24 Nov 2020

Feb 2025

-20.7%

Peak ₹94.80 on 27 Sept 2024 → trough ₹75.20 on 28 Feb 2025 (5 months down).

Recovered in 17 months· 31 Jul 2026

Jun 2022

-20.0%

Peak ₹53.53 on 11 Apr 2022 → trough ₹42.84 on 20 Jun 2022 (2 months down).

Recovered in 3 months· 12 Sept 2022

Mar 2022

-14.3%

Peak ₹52.21 on 18 Oct 2021 → trough ₹44.76 on 7 Mar 2022 (5 months down).

Recovered in 1 months· 8 Apr 2022

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-3.18%-2.60%391/ 741
1M-6.30%-4.74%538/ 736
3M-4.97%-3.87%337/ 709
6M+7.98%+5.02%181/ 680
YTD-4.78%-3.94%333/ 640
1Y-0.66%+0.48%306/ 605
2Y-1.22%+1.80%224/ 446
3Y+14.55%+10.40%68/ 343
5Y+12.32%+7.57%26/ 151
7Y+16.55%+8.81%12/ 99

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.