77
Index — Factor / Smart BetaBuy
UTI Nifty 500 Value 50 Index
UTI · Direct–Growth · rank #3 / 57 Smart Score ke hisaab se
Data updated
UTI Nifty 500 Value 50 Index ka score 77/100 hai — 57 mein #3 Index — Factor / Smart Beta fund (Buy). Mazbooti: 3 saal ka return (category mein 97th percentile) aur Sharpe ratio (category mein 98th percentile). Kamzori: utaar-chadhaav (category mein 5th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
1.5%
+8.6% index ke muqable
3 saal
18.8%
+9.8% index ke muqable
5 saal
—
Launch se
23.6%
Saal-dar-saal performance
aakhri entry = is saal ab tak2024
19.9%
2025
16.3%
2026
-4.2%
Risk metrics
Sharpe ratio
0.66
↑ jitna zyada, utna accha
Sortino ratio
0.87
↑ jitna zyada, utna accha
Std deviation
20.50
↓ jitna kam, utna accha
Alpha
7.73
↑ jitna zyada, utna accha
Beta
1.24
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.