75
Index — Factor / Smart BetaBuy
UTI Nifty 500 Value 50 Index
UTI · Direct–Growth · rank #3 of 55 by Smart Score
Data updated
Trailing returns
1 Year
13.9%
+13.1% vs index
3 Years
26.8%
+14.7% vs index
5 Years
—
Since launch
29.2%
Year-by-year performance
2024
+19.9%+4.3% vs index
2025
+16.3%+8.6% vs index
2026
+4.6%+6.3% vs index
Why this score
UTI Nifty 500 Value 50 Index scores 75/100 — #3 of 55 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 expense ratio (better than only 3% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
3Y return26.82% · 97th percentile in category
Sharpe ratio0.98 · 98th percentile in category
Expense ratio0.68% · 3rd percentile in category
Sortino ratio1.30 · 98th percentile in category
Alpha11.23 · 98th percentile in category
Volatility20.83 · 15th percentile in category