77
Index — Large CapBuy
UTI Nifty Next 50 Index
UTI · Direct–Growth · rank #4 of 81 by Smart Score
Data updated
Trailing returns
1 Year
7.0%
+9.7% vs index
3 Years
18.6%
+10.6% vs index
5 Years
14.0%
+3.8% vs index
Since launch
13.1%
Year-by-year performance
2021
+30.3%+5.0% vs index
2022
+0.6%-4.9% vs index
2023
+26.8%+5.7% vs index
2024
+27.9%+18.1% vs index
2025
+2.6%-9.1% vs index
2026
+5.3%+12.2% vs index
Why this score
UTI Nifty Next 50 Index scores 77/100 — #4 of 81 Index — Large Cap fund (Buy). It stands out for 3y return and 5y return — beating 97% of peers on 3y return. The main drag is its volatility (better than only 7% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return18.62% · 97th percentile in category
5Y return14.01% · 82nd percentile in category
Sharpe ratio0.66 · 94th percentile in category
Volatility18.46 · 7th percentile in category
Fund size7002.30 Cr · 92nd percentile in category
Sortino ratio0.88 · 92nd percentile in category