FundLens
53
Index — Large CapHold

UTI Nifty 50 Index

UTI · Direct–Growth · rank #34 of 81 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-2.7%
+0.0% vs index
3 Years
8.0%
+0.0% vs index
5 Years
10.2%
-0.0% vs index
Since launch
11.8%

Year-by-year performance

last entry = YTD
2021
+25.3%
2022
+5.4%
2023
+21.0%
2024
+9.8%
2025
+11.7%
2026
-6.9%

Why this score

UTI Nifty 50 Index scores 53/100 — #34 of 81 Index — Large Cap fund (Hold). It stands out for fund size and volatility — beating 99% of peers on fund size. The main drag is its 3y return (better than only 34% of peers).

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

Fund size27812.45 Cr · 99th percentile in category
3Y return8.03% · 34th percentile in category
Volatility13.18 · 68th percentile in category
Expense ratio0.26% · 69th percentile in category
Alpha-1.19 · 44th percentile in category
Sortino ratio0.16 · 46th percentile in category

Other Index — Large Cap funds