77
Index — Large CapBuy
UTI Nifty Next 50 Index
UTI · Direct–Growth · rank #5 of 82 by Smart Score
Data updated
Trailing returns
1 Year
9.2%
+11.7% vs index
3 Years
17.8%
+9.9% vs index
5 Years
11.9%
+4.3% vs index
Since launch
12.9%
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
+5.7%+13.5% vs index
Why this score
UTI Nifty Next 50 Index scores 77/100 — #5 of 82 Index — Large Cap fund (Buy). It stands out for 3y return and 5y return — beating 95% 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 return17.84% · 95th percentile in category
5Y return11.93% · 85th percentile in category
Sharpe ratio0.62 · 94th percentile in category
Volatility18.41 · 8th percentile in category
Sortino ratio0.83 · 93rd percentile in category
Fund size7360.43 Cr · 92nd percentile in category
Top holdings
1.Divi's Laboratories Ltd4.03%
2.TVS Motor Company Ltd3.99%
3.Tata Motors Ltd3.59%
4.Hindustan Aeronautics Ltd3.47%
5.Adani Power Ltd3.45%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.