77
Index — Large CapBuy
UTI Nifty Next 50 Index
UTI · Direct–Growth · rank #6 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-0.3%
+9.8% vs index
3 Years
15.8%
+9.5% vs index
5 Years
9.8%
+4.4% vs index
Since launch
11.9%
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
-0.4%+11.3% vs index
Why this score
UTI Nifty Next 50 Index scores 77/100 — #6 of 82 Index — Large Cap fund (Buy). It stands out for 3y return and 5y return — beating 94% of peers on 3y return. The main drag is its volatility (better than only 8% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return15.76% · 94th percentile in category
5Y return9.85% · 87th percentile in category
Sharpe ratio0.50 · 94th percentile in category
Volatility18.56 · 8th percentile in category
Sortino ratio0.67 · 94th percentile in category
Fund size7294.63 Cr · 92nd percentile in category
Top holdings
1.Divi's Laboratories Ltd4.84%
2.TVS Motor Company Ltd3.95%
3.Hindustan Aeronautics Ltd3.63%
4.Tata Motors Ltd3.61%
5.Adani Power Ltd3.48%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.