FundLens
30
Index — Factor / Smart BetaAvoid

UTI Nifty 200 Quality 30 Index

UTI · Direct–Growth · rank #46 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-2.0%
-4.8% vs index
3 Years
5 Years
Since launch
-6.1%

Year-by-year performance

last entry = YTD
2025
+4.2%
2026
-4.7%

Why this score

UTI Nifty 200 Quality 30 Index scores 30/100 — #46 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for fund size — beating 74% of peers on fund size. The main drag is its sharpe ratio (better than only 2% of peers).

Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.

Sharpe ratio-0.92 · 2nd percentile in category
Sortino ratio-1.23 · 2nd percentile in category
Alpha-6.57 · 11th percentile in category
Fund size544.55 Cr · 74th percentile in category
1Y return-2.03% · 18th percentile in category
Expense ratio0.69% · 53rd percentile in category

Top holdings

top 5 = 25% of portfolio
1.Tata Consultancy Services Ltd5.37%
2.Nestle India Ltd5.23%
3.Infosys Ltd5.12%
4.HCL Technologies Ltd4.67%
5.ITC Ltd4.63%

30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Factor / Smart Beta funds