FundLens
78
Index — Large CapStrong Buy

UTI Nifty Next 50 Index

UTI · Direct–Growth · rank #5 / 82 Smart Score ke hisaab se

Data updated

UTI Nifty Next 50 Index ka score 78/100 hai — 82 mein #5 Index — Large Cap fund (Strong Buy). Mazbooti: 3 saal ka return (category mein 94th percentile) aur 5 saal ka return (category mein 87th percentile). Kamzori: utaar-chadhaav (category mein 8th percentile).

Trailing returns

index ke muqable: Nifty 50 (index-fund proxy)
1 saal
-2.4%
+9.0% index ke muqable
3 saal
15.3%
+9.2% index ke muqable
5 saal
10.3%
+4.7% index ke muqable
Launch se
11.6%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
30.3%
2022
0.6%
2023
26.8%
2024
27.9%
2025
2.6%
2026
-2.3%

Risk metrics

Sharpe ratio
0.52
↑ jitna zyada, utna accha
Sortino ratio
0.70
↑ jitna zyada, utna accha
Std deviation
18.54
↓ jitna kam, utna accha
Alpha
8.26
↑ jitna zyada, utna accha
Beta
1.14
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.