71
Index — Broad MarketBuy
UTI Nifty 500 Index
UTI · Direct–Growth · rank #2 of 14 by Smart Score
Data updated
Trailing returns
1 Year
3.1%
+7.8% vs index
3 Years
18.6%
+9.3% vs index
5 Years
—
Since launch
-5.0%
Year-by-year performance
2024
+19.9%+4.3% vs index
2025
+16.3%+8.6% vs index
2026
-2.9%+3.1% vs index
Why this score
UTI Nifty 500 Index scores 71/100 — #2 of 14 Index — Broad Market fund (Buy). It stands out for sharpe ratio and 3y return — beating 95% of peers on sharpe ratio. The main drag is its volatility (better than only 5% of peers).
Each bar shows the fund's percentile vs Index — Broad Market peers — a longer bar beats more of the category.
Sharpe ratio0.59 · 95th percentile in category
3Y return18.65% · 75th percentile in category
Volatility20.55 · 5th percentile in category
Sortino ratio0.78 · 95th percentile in category
Alpha6.87 · 95th percentile in category
1Y return3.07% · 96th percentile in category
Top holdings
1.Grasim Industries Ltd5.28%
2.Hindalco Industries Ltd5.2%
3.Coal India Ltd5.19%
4.Oil & Natural Gas Corporation Ltd5.08%
5.State Bank of India5%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.