52
Index — Large CapHold
UTI Nifty 50 Index
UTI · Direct–Growth · rank #35 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-7.3%
+0.0% vs index
3 Years
6.1%
-0.0% vs index
5 Years
6.8%
-0.0% vs index
Since launch
11.4%
Year-by-year performance
2021
+25.3%+0.0% vs index
2022
+5.4%+0.0% vs index
2023
+21.0%+0.0% vs index
2024
+9.8%+0.0% vs index
2025
+11.7%+0.0% vs index
2026
-9.9%+0.0% vs index
Why this score
UTI Nifty 50 Index scores 52/100 — #35 of 82 Index — Large Cap fund (Hold). It stands out for fund size and expense ratio — beating 99% of peers on fund size. The main drag is its 3y return (better than only 38% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Fund size29485.43 Cr · 99th percentile in category
3Y return6.06% · 38th percentile in category
Expense ratio0.25% · 69th percentile in category
Volatility13.22 · 65th percentile in category
Sortino ratio-0.05 · 40th percentile in category
Alpha-1.10 · 41st percentile in category
Top holdings
1.HDFC Bank Ltd9.85%
2.ICICI Bank Ltd9.45%
3.Reliance Industries Ltd7.83%
4.Bharti Airtel Ltd5%
5.Larsen & Toubro Ltd4.3%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.