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UTI Nifty 50 Index Fund

UTI Index Fund Direct Plan ▬ Outlook: Steady

Ranked #2 of 2 in Index Fund

39
★☆☆☆☆
SmartMoney Score™

Returns (Annualised)

1 Year

13.5%

3 Year

14.2%

5 Year

15.8%

Risk & Cost Metrics

Std Dev (3Y)

13.8%

Sortino

1.10

Max Drawdown

-20.5%

Beta

1.00

Alpha

+0.0%

Expense

0.18%

AUM

₹21,500 Cr

Mgr Tenure

8 yrs

See the full 20-factor breakdown ▸

Performance

3Y Risk-Adjusted Return
30
5Y Risk-Adjusted Return
32
Excess Return vs Benchmark
33
Up-Market Participation
52

Risk & Downside

Volatility (Std Dev)
51
Maximum Drawdown
48
Downside-Adjusted Return (Sortino)
26
Down-Market Protection
28

Cost & Efficiency

Expense Ratio vs Category
31
Jensen's Alpha
28
Information Ratio
20
Alpha per Unit of Market Risk
23

Portfolio Quality

Diversification
19
Quality of Holdings
53
Portfolio Liquidity
71
Size vs Mandate (AUM Fit)
57

Stewardship & Momentum

Manager Tenure
47
Fund-House Pedigree
37
Relative Strength (1Y vs peers)
29
Performance Trajectory
67

Pillar Scores

Performance 37/100
28%
Risk & Downside 38/100
22%
Cost & Efficiency 26/100
16%
Portfolio Quality 50/100
18%
Stewardship & Momentum 45/100
16%

vs Benchmark (3Y)

Fund

14.2%

vs

Benchmark

14.2%

Underperformed by 0.0%
How is this score calculated? → Compare with other funds → Best Index Fund funds →
Disclaimer: The SmartMoney Score™ is a proprietary, rules-based educational rating. Data shown is illustrative and may not reflect real-time performance. The "Outlook" describes the fund's recent trajectory and is not a buy/sell recommendation. Past performance does not guarantee future returns. This is not investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.