77
Index — Factor / Smart BetaBuy
UTI Nifty 500 Value 50 Index
UTI · Direct–Growth · rank #3 of 57 by Smart Score
Data updated
Trailing returns
1 Year
3.5%
+9.3% vs index
3 Years
18.6%
+9.5% vs index
5 Years
—
Since launch
24.1%
Year-by-year performance
2024
+19.9%+4.3% vs index
2025
+16.3%+8.6% vs index
2026
-3.2%+3.8% vs index
Why this score
UTI Nifty 500 Value 50 Index scores 77/100 — #3 of 57 Index — Factor / Smart Beta fund (Buy). It stands out for 3y return and sharpe ratio — beating 97% of peers on 3y return. The main drag is its volatility (better than only 5% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
3Y return18.65% · 97th percentile in category
Sharpe ratio0.59 · 98th percentile in category
Volatility20.57 · 5th percentile in category
Sortino ratio0.78 · 98th percentile in category
Alpha7.12 · 98th percentile in category
Fund size838.01 Cr · 89th 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.