FundLens
28
Index — Factor / Smart BetaAvoid

UTI Nifty 200 Quality 30 Index

UTI · Direct–Growth · rank #48 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-7.0%
-4.9% vs index
3 Years
5 Years
Since launch
-7.5%

Year-by-year performance

last entry = YTD
2025
+4.2%
2026
-7.8%

Why this score

UTI Nifty 200 Quality 30 Index scores 28/100 — #48 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for fund size — beating 74% of peers on fund size. The main drag is its sharpe ratio (better than only 2% of peers).

Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.

Sharpe ratio-1.02 · 2nd percentile in category
Sortino ratio-1.37 · 2nd percentile in category
Alpha-7.27 · 5th percentile in category
1Y return-6.98% · 9th percentile in category
Fund size552.55 Cr · 74th percentile in category
Volatility13.71 · 52nd percentile in category

Top holdings

top 5 = 25.2% of portfolio
1.Tata Consultancy Services Ltd5.47%
2.Nestle India Ltd5.2%
3.Infosys Ltd5.16%
4.Bharat Electronics Ltd4.81%
5.HCL Technologies Ltd4.57%

30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Index — Factor / Smart Beta funds