Uti Nifty Next 50 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 67
Rating
Growth Option 12-11-2025
NAV ₹24.86(R) +0.12% ₹25.8(D) +0.12%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 2.27% 17.08% 19.15% 14.55% -%
Direct 2.73% 17.61% 19.69% 15.11% -%
Benchmark
SIP (XIRR) Regular 12.26% 16.94% 16.11% 16.81% -%
Direct 12.76% 17.48% 16.64% 17.34% -%
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
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 20

NAV Date: 12-11-2025

Scheme Name NAV Rupee Change Percent Change
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 24.86
0.0300
0.1200%
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option 25.8
0.0300
0.1200%

Review Date: 12-11-2025

Beginning of Analysis

In the Index Funds category, Uti Nifty Next 50 Index Fund is the 64th ranked fund. The category has total 90 funds. The Uti Nifty Next 50 Index Fund has shown a poor past performence 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 1.86%, 5.54 and 7.77 in last one, three and six months respectively. In the same period the category average return was 2.1%, 5.25% and 6.86% respectively.
  • Uti Nifty Next 50 Index Fund has given a return of 2.73% in last one year. In the same period the Index Funds category average return was 6.33%.
  • The fund has given a return of 17.61% in last three years and ranked 22.0nd out of 94 funds in the category. In the same period the Index Funds category average return was 15.2%.
  • The fund has given a return of 19.69% in last five years and ranked 6th out of 31 funds in the category. In the same period the Index Funds category average return was 17.92%.
  • The fund has given a SIP return of 12.76% in last one year whereas category average SIP return is 11.1%. The fund one year return rank in the category is 76th in 143 funds
  • The fund has SIP return of 17.48% in last three years and ranks 16th in 92 funds. ICICI Prudential Nifty Auto Index Fund has given the highest SIP return (27.23%) in the category in last three years.
  • The fund has SIP return of 16.64% in last five years whereas category average SIP return is 14.88%.

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 % 1.82
    2.06
    		-0.70 | 5.08 84 | 144 Average
    3M Return % 5.42
    5.11
    		-3.13 | 14.97 76 | 144 Average
    6M Return % 7.53
    6.61
    		-3.08 | 20.74 47 | 144 Good
    1Y Return % 2.27
    5.86
    		-12.34 | 31.99 98 | 143 Average
    3Y Return % 17.08
    14.68
    		7.22 | 27.65 21 | 94 Very Good
    5Y Return % 19.15
    17.38
    		14.37 | 26.40 6 | 31 Very Good
    7Y Return % 14.55
    14.34
    		13.64 | 15.96 4 | 19 Very Good
    1Y SIP Return % 12.26
    10.56
    		-9.74 | 37.11 74 | 141 Average
    3Y SIP Return % 16.94
    13.45
    		5.49 | 26.57 15 | 92 Very Good
    5Y SIP Return % 16.11
    14.37
    		11.69 | 20.90 7 | 31 Very Good
    7Y SIP Return % 16.81
    14.86
    		13.46 | 18.07 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 : Nov. 12, 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 % 1.86 2.10 -0.65 | 5.14 87 | 146 Average
    3M Return % 5.54 5.25 -2.98 | 15.13 78 | 146 Average
    6M Return % 7.77 6.86 -2.76 | 21.07 47 | 146 Good
    1Y Return % 2.73 6.33 -11.75 | 32.95 101 | 145 Average
    3Y Return % 17.61 15.20 7.43 | 28.33 22 | 94 Very Good
    5Y Return % 19.69 17.92 15.07 | 27.29 6 | 31 Very Good
    7Y Return % 15.11 14.76 14.31 | 16.53 2 | 19 Very Good
    1Y SIP Return % 12.76 11.10 -9.59 | 38.08 76 | 143 Average
    3Y SIP Return % 17.48 13.96 5.70 | 27.23 16 | 92 Very Good
    5Y SIP Return % 16.64 14.88 12.43 | 21.81 8 | 31 Very Good
    7Y SIP Return % 17.34 15.28 14.18 | 18.67 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 : Nov. 12, 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
    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
    03-11-2025 25.1011 26.0513
    31-10-2025 24.8666 25.807
    30-10-2025 24.9587 25.9022
    29-10-2025 25.0145 25.9598
    28-10-2025 24.6661 25.5979
    27-10-2025 24.7924 25.7286
    24-10-2025 24.696 25.6277
    23-10-2025 24.7201 25.6523
    20-10-2025 24.7252 25.6567
    17-10-2025 24.6929 25.6222
    16-10-2025 24.7278 25.6582
    15-10-2025 24.6074 25.5328
    14-10-2025 24.2854 25.1985
    13-10-2025 24.4146 25.3322

    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.