Uti Nifty Next 50 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 47
Rating
Growth Option 13-04-2026
NAV ₹23.91(R) -0.77% ₹24.87(D) -0.77%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.43% 20.37% 14.55% 13.15% -%
Direct 9.92% 20.91% 15.07% 13.68% -%
Benchmark
SIP (XIRR) Regular -0.19% 9.05% 12.0% 14.24% -%
Direct 0.26% 9.56% 12.51% 14.78% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.56 0.26 0.47 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
18.74% -32.56% -25.9% - 14.51%
Fund AUM As on: 30/12/2025 5921 Cr
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Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund 17
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NAV Date: 13-04-2026

Scheme Name NAV Rupee Change Percent Change
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 23.91
-0.1900
-0.7700%
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option 24.87
-0.1900
-0.7700%

Review Date: 13-04-2026

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 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 0.56 which is lower than the category average of 0.63.
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 3.89%, -1.81 and -1.84 in last one, three and six months respectively. In the same period the category average return was 3.76%, -4.51% and -3.6% respectively.
  • Uti Nifty Next 50 Index Fund has given a return of 9.92% in last one year. In the same period the Index Funds category average return was 9.06%.
  • The fund has given a return of 20.91% in last three years and ranked 17.0th out of one hundred and two funds in the category. In the same period the Index Funds category average return was 14.88%.
  • The fund has given a return of 15.07% in last five years and ranked 10th out of thirty seven funds in the category. In the same period the Index Funds category average return was 13.34%.
  • The fund has given a SIP return of 0.26% in last one year whereas category average SIP return is -3.04%. The fund one year return rank in the category is 46th in 204 funds
  • The fund has SIP return of 9.56% in last three years and ranks 16th in 99 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (24.4%) in the category in last three years.
  • The fund has SIP return of 12.51% in last five years whereas category average SIP return is 9.82%.

Uti Nifty Next 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 18.74 and semi deviation of 14.51. The category average standard deviation is 13.58 and semi deviation is 10.42.
  • The fund has a Value at Risk (VaR) of -32.56 and a maximum drawdown of -25.9. The category average VaR is -21.49 and the maximum drawdown is -16.43.

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 % 3.85
    3.74
    		-3.28 | 11.41 95 | 241 Good
    3M Return % -1.92
    -4.66
    		-19.63 | 6.56 52 | 241 Very Good
    6M Return % -2.06
    -3.87
    		-19.00 | 12.56 47 | 234 Very Good
    1Y Return % 9.43
    8.48
    		-18.99 | 46.25 69 | 208 Good
    3Y Return % 20.37
    14.36
    		3.96 | 29.70 17 | 102 Very Good
    5Y Return % 14.55
    12.82
    		9.74 | 18.68 10 | 37 Very Good
    7Y Return % 13.15
    11.50
    		10.37 | 13.62 2 | 21 Very Good
    1Y SIP Return % -0.19
    -3.20
    		-29.54 | 28.53 44 | 203 Very Good
    3Y SIP Return % 9.05
    6.52
    		-7.63 | 23.83 16 | 99 Very Good
    5Y SIP Return % 12.00
    9.37
    		5.01 | 19.54 9 | 39 Very Good
    7Y SIP Return % 14.24
    11.29
    		9.28 | 15.11 3 | 20 Very Good
    Standard Deviation 18.74
    13.58
    		0.49 | 22.47 84 | 102 Poor
    Semi Deviation 14.51
    10.42
    		0.33 | 16.92 84 | 102 Poor
    Max Drawdown % -25.90
    -16.43
    		-31.62 | 0.00 90 | 102 Poor
    VaR 1 Y % -32.56
    -21.49
    		-38.54 | 0.00 84 | 102 Poor
    Average Drawdown % -14.40
    -7.11
    		-14.55 | 0.00 93 | 102 Poor
    Sharpe Ratio 0.56
    0.63
    		-0.17 | 2.35 44 | 102 Good
    Sterling Ratio 0.47
    0.50
    		0.04 | 1.20 50 | 102 Good
    Sortino Ratio 0.26
    0.36
    		-0.02 | 1.97 38 | 102 Good
    Return data last Updated On : April 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 3.89 3.76 -3.23 | 11.46 102 | 249 Good
    3M Return % -1.81 -4.51 -19.51 | 6.71 57 | 248 Very Good
    6M Return % -1.84 -3.60 -18.74 | 12.85 50 | 240 Very Good
    1Y Return % 9.92 9.06 -18.46 | 46.95 74 | 209 Good
    3Y Return % 20.91 14.88 4.49 | 30.29 17 | 102 Very Good
    5Y Return % 15.07 13.34 10.44 | 19.48 10 | 37 Very Good
    7Y Return % 13.68 11.90 11.01 | 14.18 2 | 21 Very Good
    1Y SIP Return % 0.26 -3.04 -29.08 | 29.17 46 | 204 Very Good
    3Y SIP Return % 9.56 7.01 -7.13 | 24.40 16 | 99 Very Good
    5Y SIP Return % 12.51 9.82 5.21 | 20.18 9 | 40 Very Good
    7Y SIP Return % 14.78 11.67 9.98 | 15.72 2 | 21 Very Good
    Standard Deviation 18.74 13.58 0.49 | 22.47 84 | 102 Poor
    Semi Deviation 14.51 10.42 0.33 | 16.92 84 | 102 Poor
    Max Drawdown % -25.90 -16.43 -31.62 | 0.00 90 | 102 Poor
    VaR 1 Y % -32.56 -21.49 -38.54 | 0.00 84 | 102 Poor
    Average Drawdown % -14.40 -7.11 -14.55 | 0.00 93 | 102 Poor
    Sharpe Ratio 0.56 0.63 -0.17 | 2.35 44 | 102 Good
    Sterling Ratio 0.47 0.50 0.04 | 1.20 50 | 102 Good
    Sortino Ratio 0.26 0.36 -0.02 | 1.97 38 | 102 Good
    Return data last Updated On : April 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    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
    13-04-2026 23.9111 24.8655
    10-04-2026 24.0965 25.0574
    09-04-2026 23.6086 24.5497
    08-04-2026 23.5652 24.5042
    07-04-2026 22.4993 23.3957
    06-04-2026 22.396 23.2879
    02-04-2026 22.0771 22.9552
    01-04-2026 22.0616 22.9388
    30-03-2026 21.5061 22.3607
    27-03-2026 22.1049 22.9824
    25-03-2026 22.6477 23.5461
    24-03-2026 22.2 23.0804
    23-03-2026 21.8642 22.731
    20-03-2026 22.7309 23.6312
    19-03-2026 22.6245 23.5203
    18-03-2026 23.37 24.2951
    17-03-2026 23.1404 24.056
    16-03-2026 22.9419 23.8494
    13-03-2026 23.0248 23.9347

    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.