Should I invest in UTI CRISIL SDL Maturity April 2033 Index Fund?

We don't give personal investment advice. UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

UTI

UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option

Latest NAV

₹13.0553

As of

17 Jul 2026

862 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.02%	+0.21%	-0.19	215 / 353	Q3
1W	-0.23%	-0.05%	-0.19	217 / 353	Q3
2W	+0.17%	+0.24%	-0.07	202 / 353	Q3
1M	+1.02%	+0.78%	+0.24	138 / 353	Q2
3M	+2.73%	+2.20%	+0.52	94 / 350	Q2
6M	+4.02%	+1.36%	+2.66	81 / 336	Q1
YTD	+4.20%	+0.54%	+3.66	37 / 333	Q1
1Y	+4.33%	+2.69%	+1.64	174 / 318	Q3
2Y	+7.22%	+3.33%	+3.89	70 / 213	Q2
3Y	+7.37%	+10.79%	-3.42	128 / 172	Q3
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+7.74%	+7.52%	+0.23	167 / 353	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+4.20%	+0.51%	+3.68	35 / 331
2025	+5.72%	+6.05%	-0.32	178 / 260
2024	+10.88%	+14.12%	-3.24	69 / 180
2023	+6.76%	+21.09%	-14.33	129 / 130
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+7.92%

32 windows

min 1.0% · max 12.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+7.50%

8 windows

min 6.5% · max 8.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

2.78%

3-year · annualised

Sharpe ratio

0.26

vs risk-free 6.5%

Sortino ratio

1.09

Downside-only deviation

Max drawdown

-2.16%

May 2025 → Sep 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC BSE 500 Index Fund - Growth Option - Direct Plan	HDFC	₹15.7579	17 Jul 2026
ICICI Prudential BSE Sensex Index Fund - Direct Plan - Cumulative Option	ICICI Prudential	₹26.0695	17 Jul 2026
Invesco India BSE Sensex Index Fund - Direct Plan - Growth	Invesco	₹10.2484	17 Jul 2026
Bandhan BSE Healthcare Index Fund Direct Plan - Growth	Bandhan	₹11.4943	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth	Aditya Birla Sun Life	₹10.6277	17 Jul 2026
Franklin India INDEX FUND- NSE NIFTY 50 INDEX FUND- Direct - Growth	Franklin India	₹207.9005	17 Jul 2026
Kotak BSE Housing Index Fund - Direct Plan - Growth Option	Kotak	₹13.4540	17 Jul 2026
Edelweiss BSE Internet Economy Index Fund - Direct Plan - Growth	Edelweiss	₹10.9780	17 Jul 2026
DSP BSE SENSEX Next 30 Index Fund - Direct - Growth	DSP	₹12.0593	17 Jul 2026
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Direct - Growth	HSBC	₹13.2877	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹13.0553
16 Jul 2026	₹13.0527
15 Jul 2026	₹13.0429
14 Jul 2026	₹13.0164
13 Jul 2026	₹13.0709
10 Jul 2026	₹13.0855
9 Jul 2026	₹13.0753
8 Jul 2026	₹13.0786
7 Jul 2026	₹13.0688
6 Jul 2026	₹13.0456

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option is ₹13.0553. It's a Index Fund from UTI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option has NAV history starting from 22 Dec 2022, a track record of about 3 years 6 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option is managed by UTI. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option has delivered a absolute return of 4.33% — +1.64 pp ahead of the Index Fund category average of 2.69%. The fund ranks #174 of 318 in its category — the third (Q3) quartile.

Over the trailing 3-year window, UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option has delivered a CAGR of 7.37% — -3.42 pp behind the Index Fund category average of 10.79%. The fund ranks #128 of 172 in its category — the third (Q3) quartile.

UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option exactly 3 years ago would be worth approximately ₹123,794 today — a multiplier of 1.24×, based on the 3-year CAGR of 7.37%. The category average over the same window would have grown ₹1 lakh to ₹136,005.

A ₹10,000 monthly SIP in UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹400,493 today. That's an XIRR (money-weighted annualised return) of 7.04%.

UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹400,493 — XIRR 7.04%.

On a 3-year basis, UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option ranks #128 out of 172 funds in the Index Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 10.79%; this fund delivered 7.37%.

The worst peak-to-trough decline UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option has experienced over the last 3-year window is 2.16% — its NAV fell from a high on 27 May 2025 to a low on 03 Sep 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option averaged 7.50% (best 8.13%, worst 6.48%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.26 — weak risk-adjusted performance.

In calendar year 2025, UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option returned 5.72% — lagging the Index Fund category average of 6.05% by 0.32 pp. It ranked #178 of 260 in its category that year.

UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. UTI CRISIL SDL Maturity April 2033 Index Fund - Direct Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.