77
Index — Large CapBuy
UTI Nifty Next 50 Index
UTI · Direct–Growth · rank #5 of 82 by Smart Score
Data updated
Trailing returns
1 Year
4.5%
+11.9% vs index
3 Years
16.7%
+10.6% vs index
5 Years
11.3%
+4.5% vs index
Since launch
12.7%
Year-by-year performance
2021
+30.3%+5.0% vs index
2022
+0.6%-4.9% vs index
2023
+26.8%+5.7% vs index
2024
+27.9%+18.1% vs index
2025
+2.6%-9.1% vs index
2026
+4.5%+14.4% vs index
Why this score
UTI Nifty Next 50 Index scores 77/100 — #5 of 82 Index — Large Cap fund (Buy). It stands out for 3y return and 5y return — beating 95% of peers on 3y return. The main drag is its volatility (better than only 9% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return16.68% · 95th percentile in category
5Y return11.35% · 85th percentile in category
Sharpe ratio0.55 · 91st percentile in category
Volatility18.44 · 9th percentile in category
Fund size7546.56 Cr · 92nd percentile in category
Sortino ratio0.74 · 92nd percentile in category
Top holdings
1.Divi's Laboratories Ltd4.74%
2.TVS Motor Company Ltd4.02%
3.Tata Motors Ltd3.88%
4.Hindustan Aeronautics Ltd3.59%
5.Adani Power Ltd3.24%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.