55
Index — Large CapHold
UTI Nifty 50 Index
UTI · Direct–Growth · rank #30 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-10.2%
+0.0% vs index
3 Years
6.3%
-0.0% vs index
5 Years
5.5%
+0.0% vs index
Since launch
11.2%
Year-by-year performance
2021
+25.3%+0.0% vs index
2022
+5.4%+0.0% vs index
2023
+21.0%+0.0% vs index
2024
+9.8%+0.0% vs index
2025
+11.7%+0.0% vs index
2026
-11.7%+0.0% vs index
Why this score
UTI Nifty 50 Index scores 55/100 — #30 of 82 Index — Large Cap fund (Hold). It stands out for fund size and expense ratio — beating 99% of peers on fund size. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Fund size28063.55 Cr · 99th percentile in category
3Y return6.27% · 42nd percentile in category
Expense ratio0.25% · 67th percentile in category
Volatility13.41 · 65th percentile in category
Sortino ratio-0.02 · 60th percentile in category
Alpha-1.13 · 41st percentile in category
Top holdings
1.HDFC Bank Ltd10.38%
2.ICICI Bank Ltd9.05%
3.Reliance Industries Ltd7.59%
4.Bharti Airtel Ltd5.11%
5.Larsen & Toubro Ltd4.21%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.