70
Index — Broad MarketBuy
UTI Nifty 500 Index
UTI · Direct–Growth · rank #2 of 14 by Smart Score
Data updated
Trailing returns
1 Year
9.3%
+11.4% vs index
3 Years
21.1%
+11.3% vs index
5 Years
—
Since launch
-2.6%
Year-by-year performance
2024
+19.9%+4.3% vs index
2025
+16.3%+8.6% vs index
2026
+1.8%+5.4% vs index
Why this score
UTI Nifty 500 Index scores 70/100 — #2 of 14 Index — Broad Market fund (Buy). It stands out for sharpe ratio and 3y return — beating 95% of peers on sharpe ratio. The main drag is its volatility (better than only 5% of peers).
Each bar shows the fund's percentile vs Index — Broad Market peers — a longer bar beats more of the category.
Sharpe ratio0.71 · 95th percentile in category
3Y return21.10% · 75th percentile in category
Volatility20.55 · 5th percentile in category
Expense ratio0.15% · 96th percentile in category
Fund size0.00 Cr · 4th percentile in category
Sortino ratio0.94 · 95th percentile in category
Top holdings
1.Grasim Industries Ltd5.52%
2.Hindalco Industries Ltd5.33%
3.State Bank of India5.25%
4.Vedanta Ltd5.04%
5.Oil & Natural Gas Corporation Ltd4.95%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.