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ETFVery High📊 Nifty Bank TRI

UTI Nifty Bank ETF · Regular · Growth

UTI Mutual Fund

#115 of 235 (1Y)

NAV

₹56.2013

as of 29 Sept 2026

Expense Ratio

0.19%

AUM

₹3,358 Cr

Viewing Regular · Growth
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High

Lumpsum returns (CAGR)

1Y
+0.06%
3Y
+7.44%
5Y
+8.43%
Since Inception
+15.42%

SIP returns (XIRR)

1Y
-6.78%
3Y
+3.43%
5Y
+7.17%
Since Inception
+8.80%

What history actually did — last 6 years (Sept 2020 – Sept 2026)

A ₹5,000 monthly SIP for the last 6 years (Sept 2020 – Sept 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹4,62,032 today — ₹3,60,000 invested, 8.3% XIRR.

₹3,60,000

Invested

₹4,62,032

Value today

8.3%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 6 years (Sept 2020 – Sept 2026)

Real NAV backtest

₹1,00,000 invested 6 years ago would be ₹2,62,022 today (17.4% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Sept 2020 would still hold ₹21,58,189.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 6 years (Sept 2020 – Sept 2026) (3 Jun 2024) would be ₹1,07,986 today (1.08×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

0.07

Sharpe Ratio

—

Alpha

—

Beta

0.07

Sortino

15.67%

Std Dev

-18.35%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseUTI Mutual Fund
CategoryETF
BenchmarkNifty Bank TRI
Launch Date03 Sept 2020
AMFI Code148173

What this fund does

UTI Nifty Bank ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

UTI Nifty Bank ETF · Regular · Growth is a ETF mutual fund offered by UTI Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹3,358 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Bank TRI. The current expense ratio is 0.19%.

Who Should Invest?

  • •Aggressive investors comfortable with significant short-term volatility
  • •Investors with a long-term horizon of 7+ years who can ride out market cycles
  • •Cost-conscious investors who prefer passive investing with low expense ratios
  • •SIP investors who can benefit from rupee cost averaging during market fluctuations
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