FundLens
53
Index — Large CapHold

UTI Nifty 50 Index

UTI · Direct–Growth · rank #33 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-2.5%
+0.0% vs index
3 Years
8.0%
+0.0% vs index
5 Years
7.7%
-0.0% vs index
Since launch
11.6%

Year-by-year performance

last entry = YTD
2021
+25.3%
2022
+5.4%
2023
+21.0%
2024
+9.8%
2025
+11.7%
2026
-7.8%

Why this score

UTI Nifty 50 Index scores 53/100 — #33 of 82 Index — Large Cap fund (Hold). It stands out for fund size and expense ratio — beating 99% of peers on fund size. The main drag is its 3y return (better than only 37% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

Fund size29602.68 Cr · 99th percentile in category
3Y return7.98% · 37th percentile in category
Expense ratio0.25% · 73rd percentile in category
Volatility13.19 · 65th percentile in category
5Y return7.67% · 47th percentile in category
Alpha-1.15 · 44th percentile in category

Top holdings

top 5 = 36.8% of portfolio
1.HDFC Bank Ltd10.24%
2.ICICI Bank Ltd9.19%
3.Reliance Industries Ltd7.9%
4.Bharti Airtel Ltd5.36%
5.Larsen & Toubro Ltd4.12%

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

Other Index — Large Cap funds