Uti Nifty Next 50 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 67
Rating
Growth Option 04-12-2025
NAV ₹24.41(R) -0.86% ₹25.35(D) -0.86%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -4.85% 16.01% 16.84% 13.92% -%
Direct -4.42% 16.53% 17.38% 14.48% -%
Benchmark
SIP (XIRR) Regular 7.15% 15.03% 14.16% 15.74% -%
Direct 7.63% 15.57% 14.68% 16.28% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.62 0.3 0.49 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.79% -26.76% -25.9% - 13.36%
Fund AUM As on: 30/06/2025 5156 Cr
Top Index Fund
Fund Name Rank Rating
- 1
Motilal Oswal S&P 500 Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
ICICI Prudential Nifty Auto Index Fund 4
AXIS Nifty Midcap 50 Index Fund 5
Nippon India Nifty Midcap 150 Index Fund 6
Motilal Oswal Nifty Midcap 150 Index Fund 7
HDFC NIFTY50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
DSP Nifty 50 Equal Weight Index Fund 10
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty50 Equal Weight Index Fund 13
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Axis Nifty Smallcap 50 Index Fund 19
- 20

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 24.41
-0.2100
-0.8600%
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option 25.35
-0.2200
-0.8600%

Review Date: 04-12-2025

Beginning of Analysis

Uti Nifty Next 50 Index Fund is the 64th ranked fund in the Index Funds category. The category has total 90 funds. The 2 star rating shows a poor past performance of the Uti Nifty Next 50 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.62 which is lower than the category average of 0.9.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Uti Nifty Next 50 Index Fund Return Analysis

  • The fund has given a return of -2.27%, 2.14 and 3.0 in last one, three and six months respectively. In the same period the category average return was 0.31%, 3.62% and 4.04% respectively.
  • Uti Nifty Next 50 Index Fund has given a return of -4.42% in last one year. In the same period the Index Funds category average return was 2.55%.
  • The fund has given a return of 16.53% in last three years and ranked 25.0th out of 98 funds in the category. In the same period the Index Funds category average return was 14.48%.
  • The fund has given a return of 17.38% in last five years and ranked 8th out of 30 funds in the category. In the same period the Index Funds category average return was 16.66%.
  • The fund has given a SIP return of 7.63% in last one year whereas category average SIP return is 11.21%. The fund one year return rank in the category is 88th in 142 funds
  • The fund has SIP return of 15.57% in last three years and ranks 22nd in 96 funds. ICICI Prudential Nifty Auto Index Fund has given the highest SIP return (26.97%) in the category in last three years.
  • The fund has SIP return of 14.68% in last five years whereas category average SIP return is 13.64%.

Uti Nifty Next 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 17.79 and semi deviation of 13.36. The category average standard deviation is 11.94 and semi deviation is 8.76.
  • The fund has a Value at Risk (VaR) of -26.76 and a maximum drawdown of -25.9. The category average VaR is -15.13 and the maximum drawdown is -15.16.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.31
    0.25
    		-7.49 | 8.69 117 | 143 Poor
    3M Return % 2.02
    3.48
    		-5.40 | 9.73 93 | 143 Average
    6M Return % 2.76
    3.77
    		-11.71 | 20.00 93 | 143 Average
    1Y Return % -4.85
    2.09
    		-18.02 | 21.75 103 | 142 Average
    3Y Return % 16.01
    13.96
    		7.08 | 28.24 23 | 98 Very Good
    5Y Return % 16.84
    16.14
    		13.70 | 23.24 7 | 30 Very Good
    7Y Return % 13.92
    13.85
    		13.20 | 15.60 7 | 19 Good
    1Y SIP Return % 7.15
    10.67
    		-7.04 | 34.19 85 | 140 Average
    3Y SIP Return % 15.03
    13.09
    		7.15 | 26.30 21 | 96 Very Good
    5Y SIP Return % 14.16
    13.14
    		10.94 | 19.40 7 | 30 Very Good
    7Y SIP Return % 15.74
    14.39
    		13.13 | 17.46 2 | 19 Very Good
    Standard Deviation 17.79
    11.94
    		0.54 | 20.24 82 | 96 Poor
    Semi Deviation 13.36
    8.76
    		0.35 | 14.61 79 | 96 Poor
    Max Drawdown % -25.90
    -15.16
    		-29.16 | 0.00 87 | 96 Poor
    VaR 1 Y % -26.76
    -15.13
    		-29.82 | 0.00 89 | 96 Poor
    Average Drawdown % -14.53
    -6.40
    		-14.65 | 0.00 91 | 96 Poor
    Sharpe Ratio 0.62
    0.90
    		0.11 | 2.28 50 | 96 Average
    Sterling Ratio 0.49
    0.62
    		0.26 | 1.61 80 | 96 Poor
    Sortino Ratio 0.30
    0.50
    		0.09 | 1.81 53 | 96 Average
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.27 0.31 -7.45 | 8.75 120 | 145 Poor
    3M Return % 2.14 3.62 -5.25 | 9.93 96 | 145 Average
    6M Return % 3.00 4.04 -11.41 | 20.33 93 | 145 Average
    1Y Return % -4.42 2.55 -17.49 | 22.37 108 | 144 Average
    3Y Return % 16.53 14.48 7.29 | 28.93 25 | 98 Very Good
    5Y Return % 17.38 16.66 14.42 | 24.16 8 | 30 Very Good
    7Y Return % 14.48 14.28 13.82 | 16.17 2 | 19 Very Good
    1Y SIP Return % 7.63 11.21 -6.45 | 34.90 88 | 142 Average
    3Y SIP Return % 15.57 13.60 7.36 | 26.97 22 | 96 Very Good
    5Y SIP Return % 14.68 13.64 11.66 | 20.03 8 | 30 Very Good
    7Y SIP Return % 16.28 14.81 13.85 | 18.05 2 | 19 Very Good
    Standard Deviation 17.79 11.94 0.54 | 20.24 82 | 96 Poor
    Semi Deviation 13.36 8.76 0.35 | 14.61 79 | 96 Poor
    Max Drawdown % -25.90 -15.16 -29.16 | 0.00 87 | 96 Poor
    VaR 1 Y % -26.76 -15.13 -29.82 | 0.00 89 | 96 Poor
    Average Drawdown % -14.53 -6.40 -14.65 | 0.00 91 | 96 Poor
    Sharpe Ratio 0.62 0.90 0.11 | 2.28 50 | 96 Average
    Sterling Ratio 0.49 0.62 0.26 | 1.61 80 | 96 Poor
    Sortino Ratio 0.30 0.50 0.09 | 1.81 53 | 96 Average
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Uti Nifty Next 50 Index Fund NAV Regular Growth Uti Nifty Next 50 Index Fund NAV Direct Growth
    04-12-2025 24.4128 25.3466
    03-12-2025 24.3563 25.2877
    02-12-2025 24.625 25.5663
    01-12-2025 24.649 25.5909
    28-11-2025 24.6205 25.5603
    27-11-2025 24.5968 25.5354
    26-11-2025 24.6398 25.5797
    25-11-2025 24.2726 25.1982
    24-11-2025 24.2107 25.1336
    21-11-2025 24.4509 25.382
    20-11-2025 24.7701 25.7131
    19-11-2025 24.7947 25.7384
    18-11-2025 24.7979 25.7413
    17-11-2025 24.98 25.93
    14-11-2025 24.8508 25.795
    13-11-2025 24.8743 25.8191
    12-11-2025 24.8593 25.8031
    11-11-2025 24.8303 25.7727
    10-11-2025 24.7966 25.7375
    07-11-2025 24.7045 25.6409
    06-11-2025 24.6791 25.6142
    04-11-2025 24.9894 25.9356

    Fund Launch Date: 08/Jun/2018
    Fund Category: Index Fund
    Investment Objective: The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However there is no guarantee or assurance that the investment objective of the scheme will be achieved.
    Fund Description: An open ended scheme replicating / tracking Nifty Next 50 Index.
    Fund Benchmark: Nifty Next 50
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.