Uti Nifty Next 50 Index Fund Overview
Category Index Fund
BMSMONEY Rank 65
Rating
Growth Option 23-06-2025
NAV ₹23.73(R) +0.07% ₹24.59(D) +0.07%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -6.8% 22.56% 20.48% -% -%
Direct -6.39% 23.11% 21.03% -% -%
Benchmark
SIP (XIRR) Regular -4.11% 16.25% 16.97% -% -%
Direct -3.69% 16.78% 17.51% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.69 0.35 0.55 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
19.41% -26.76% -25.9% - 14.23%
Fund AUM As on: 31/03/2025 4571 Cr
Top Index Fund
Fund Name Rank Rating
AXIS Nifty Midcap 50 Index Fund 1
Motilal Oswal Nifty Midcap 150 Index Fund 2
Nippon India Nifty Midcap 150 Index Fund 3
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 4
ICICI Prudential Nifty Midcap 150 Index Fund 5
Navi Nifty Midcap 150 Index Fund 6
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 7
Motilal Oswal S&P 500 Index Fund 8
Axis Nifty Smallcap 50 Index Fund 9
Edelweiss Nifty Large Mid Cap 250 Index Fund 10
Kotak Nifty SDL Apr 2032 Top 12 Eq Wt Index Fund 11
ICICI Prudential Nifty Bank Index Fund 12
Motilal Oswal Nifty Bank Index Fund 13
Navi Nifty Bank Index Fund 14
HDFC NIFTY50 Equal Weight Index Fund 15
Motilal Oswal Nifty Smallcap 250 Index Fund 16
DSP Nifty 50 Equal Weight Index Fund 17

NAV Date: 23-06-2025

Scheme Name NAV Rupee Change Percent Change
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 23.73
0.0200
0.0700%
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option 24.59
0.0200
0.0700%

Review Date: 23-06-2025

Beginning of Analysis

In the Index Funds category, Uti Nifty Next 50 Index Fund is the 65th ranked fund. The category has total 81 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 0.69 which is lower than the category average of 0.91.
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 -0.44%, 4.99 and -2.76 in last one, three and six months respectively. In the same period the category average return was 1.32%, 6.66% and 2.05% respectively.
  • Uti Nifty Next 50 Index Fund has given a return of -6.39% in last one year. In the same period the Index Funds category average return was 3.53%.
  • The fund has given a return of 23.11% in last three years and ranked 19.0th out of 84 funds in the category. In the same period the Index Funds category average return was 18.81%.
  • The fund has given a return of 21.03% in last five years and ranked 5th out of 29 funds in the category. In the same period the Index Funds category average return was 20.95%.
  • The fund has given a SIP return of -3.69% in last one year whereas category average SIP return is 4.84%. The fund one year return rank in the category is 120th in 139 funds
  • The fund has SIP return of 16.78% in last three years and ranks 17th in 82 funds. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund has given the highest SIP return (25.68%) in the category in last three years.
  • The fund has SIP return of 17.51% in last five years whereas category average SIP return is 15.59%.

Uti Nifty Next 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 19.41 and semi deviation of 14.23. The category average standard deviation is 12.41 and semi deviation is 8.96.
  • The fund has a Value at Risk (VaR) of -26.76 and a maximum drawdown of -25.9. The category average VaR is -15.79 and the maximum drawdown is -14.31.

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 % -0.48
    1.29
    		-1.66 | 7.92 134 | 143 Poor
    3M Return % 4.87
    6.55
    		-1.98 | 40.20 102 | 143 Average
    6M Return % -2.97
    1.85
    		-11.75 | 38.23 104 | 143 Average
    1Y Return % -6.80
    3.05
    		-12.01 | 22.68 118 | 139 Poor
    3Y Return % 22.56
    18.30
    		7.08 | 31.86 17 | 84 Very Good
    5Y Return % 20.48
    20.42
    		16.92 | 31.47 6 | 29 Very Good
    1Y SIP Return % -4.11
    4.41
    		-6.04 | 28.43 116 | 137 Poor
    3Y SIP Return % 16.25
    12.41
    		3.25 | 24.95 16 | 82 Very Good
    5Y SIP Return % 16.97
    15.08
    		12.57 | 23.17 5 | 29 Very Good
    Standard Deviation 19.41
    12.41
    		0.85 | 20.67 75 | 82 Poor
    Semi Deviation 14.23
    8.96
    		0.67 | 14.95 71 | 82 Poor
    Max Drawdown % -25.90
    -14.31
    		-28.89 | -0.40 75 | 82 Poor
    VaR 1 Y % -26.76
    -15.79
    		-29.72 | 0.00 73 | 82 Poor
    Average Drawdown % -12.29
    -5.33
    		-12.39 | -0.18 77 | 82 Poor
    Sharpe Ratio 0.69
    0.91
    		0.59 | 1.78 45 | 82 Average
    Sterling Ratio 0.55
    0.67
    		0.50 | 0.89 73 | 82 Poor
    Sortino Ratio 0.35
    0.47
    		0.29 | 1.00 51 | 82 Average
    Return data last Updated On : June 23, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : May 30, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -0.44 1.32 -1.61 | 7.98 135 | 145
    3M Return % 4.99 6.66 -1.84 | 40.46 103 | 145
    6M Return % -2.76 2.05 -11.42 | 38.75 107 | 145
    1Y Return % -6.39 3.53 -11.44 | 23.31 123 | 141
    3Y Return % 23.11 18.81 7.28 | 32.65 19 | 84
    5Y Return % 21.03 20.95 17.60 | 32.38 5 | 29
    1Y SIP Return % -3.69 4.84 -5.58 | 29.07 120 | 139
    3Y SIP Return % 16.78 12.89 3.45 | 25.68 17 | 82
    5Y SIP Return % 17.51 15.59 13.37 | 24.10 5 | 29
    Standard Deviation 19.41 12.41 0.85 | 20.67 75 | 82
    Semi Deviation 14.23 8.96 0.67 | 14.95 71 | 82
    Max Drawdown % -25.90 -14.31 -28.89 | -0.40 75 | 82
    VaR 1 Y % -26.76 -15.79 -29.72 | 0.00 73 | 82
    Average Drawdown % -12.29 -5.33 -12.39 | -0.18 77 | 82
    Sharpe Ratio 0.69 0.91 0.59 | 1.78 45 | 82
    Sterling Ratio 0.55 0.67 0.50 | 0.89 73 | 82
    Sortino Ratio 0.35 0.47 0.29 | 1.00 51 | 82
    Return data last Updated On : June 23, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : May 30, 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
    23-06-2025 23.7278 24.5856
    20-06-2025 23.7114 24.5677
    19-06-2025 23.3937 24.2383
    18-06-2025 23.7289 24.5852
    17-06-2025 23.8031 24.6618
    16-06-2025 23.9724 24.8369
    13-06-2025 23.7989 24.6563
    12-06-2025 23.9929 24.857
    11-06-2025 24.4317 25.3112
    10-06-2025 24.4858 25.3669
    09-06-2025 24.4582 25.3381
    06-06-2025 24.1578 25.026
    05-06-2025 23.8552 24.7122
    04-06-2025 23.7561 24.6092
    03-06-2025 23.6873 24.5376
    02-06-2025 23.8183 24.673
    30-05-2025 23.7204 24.5707
    29-05-2025 23.8389 24.6932
    28-05-2025 23.8048 24.6574
    27-05-2025 23.8742 24.7291
    26-05-2025 23.9391 24.796
    23-05-2025 23.842 24.6945

    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.