Uti Nifty Next 50 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 47
Rating
Growth Option 20-05-2026
NAV ₹24.71(R) +0.53% ₹25.7(D) +0.54%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 5.1% 19.24% 13.46% 14.45% -%
Direct 5.57% 19.78% 13.97% 14.99% -%
Benchmark
SIP (XIRR) Regular 3.56% 9.58% 12.82% 14.89% -%
Direct 4.02% 10.09% 13.34% 15.42% -%
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
Top Index Fund
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
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Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 3
ICICI Prudential Nifty Pharma Index Fund 4
Kotak Nifty SDL Apr 2027 Top 12 Eq Wt Index Fund 5
Axis CRISIL IBX SDL May 2027 Index Fund 6
Mirae Asset Nifty SDL Jun 2027 Index Fund 7
Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund 8
ICICI Prudential Nifty SDL Sep 2027 Index Fund 9
Navi Nifty India Manufacturing Index Fund 10
Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund 11
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund 12
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund 13
ICICI Prudential Nifty Auto Index Fund 14
ICICI Prudential PSU Bond plus SDL 40:60 Index Fund - Sep 2027 15
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund 16
- 17
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund 18
Bandhan CRISIL Gilt 2027 Index Fund 19
DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund 20
Bandhan CRISIL Gilt 2028 Index Fund 21

NAV Date: 20-05-2026

Scheme Name NAV Rupee Change Percent Change
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 24.71
0.1300
0.5300%
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option 25.7
0.1400
0.5400%

Review Date: 20-05-2026

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 Uti Nifty Next 50 Index Fund has shown a poor past performence 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 -1.37%, 0.05 and -0.04 in last one, three and six months respectively. In the same period the category average return was -0.67%, -1.92% and -3.85% respectively.
  • Uti Nifty Next 50 Index Fund has given a return of 5.57% in last one year. In the same period the Index Funds category average return was 2.52%.
  • The fund has given a return of 19.78% in last three years and ranked 24.0th out of one hundred and six funds in the category. In the same period the Index Funds category average return was 14.65%.
  • The fund has given a return of 13.97% in last five years and ranked 11th out of thirty nine funds in the category. In the same period the Index Funds category average return was 12.32%.
  • The fund has given a SIP return of 4.02% in last one year whereas category average SIP return is -0.79%. The fund one year return rank in the category is 66th in 211 funds
  • The fund has SIP return of 10.09% in last three years and ranks 22nd in 103 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (36.69%) in the category in last three years.
  • The fund has SIP return of 13.34% in last five years whereas category average SIP return is 10.11%.

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 % -1.40
    -0.72
    		-10.04 | 14.60 137 | 240 Average
    3M Return % -0.06
    -2.07
    		-16.85 | 24.53 92 | 240 Good
    6M Return % -0.26
    -4.12
    		-21.11 | 32.63 64 | 234 Good
    1Y Return % 5.10
    1.98
    		-20.69 | 54.33 58 | 213 Good
    3Y Return % 19.24
    14.12
    		1.45 | 34.76 22 | 106 Very Good
    5Y Return % 13.46
    11.82
    		5.80 | 18.81 11 | 39 Good
    7Y Return % 14.45
    11.43
    		9.89 | 14.45 1 | 21 Very Good
    1Y SIP Return % 3.56
    -1.39
    		-30.03 | 65.58 60 | 210 Good
    3Y SIP Return % 9.58
    6.79
    		-11.17 | 36.08 22 | 103 Very Good
    5Y SIP Return % 12.82
    9.56
    		4.74 | 23.81 9 | 39 Very Good
    7Y SIP Return % 14.89
    10.94
    		8.51 | 15.48 3 | 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 : May 20, 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 % -1.37 -0.67 -10.01 | 14.65 142 | 248 Average
    3M Return % 0.05 -1.92 -16.76 | 24.70 97 | 248 Good
    6M Return % -0.04 -3.85 -20.86 | 32.96 70 | 241 Good
    1Y Return % 5.57 2.52 -20.17 | 55.08 60 | 214 Good
    3Y Return % 19.78 14.65 1.97 | 35.37 24 | 106 Very Good
    5Y Return % 13.97 12.32 6.06 | 19.46 11 | 39 Good
    7Y Return % 14.99 11.83 10.52 | 14.99 1 | 21 Very Good
    1Y SIP Return % 4.02 -0.79 -29.56 | 66.38 66 | 211 Good
    3Y SIP Return % 10.09 7.32 -10.68 | 36.69 22 | 103 Very Good
    5Y SIP Return % 13.34 10.11 5.40 | 24.44 10 | 38 Very Good
    7Y SIP Return % 15.42 11.34 9.20 | 16.08 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 : May 20, 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
    20-05-2026 24.7053 25.703
    19-05-2026 24.5741 25.5662
    18-05-2026 24.441 25.4274
    15-05-2026 24.6781 25.6731
    14-05-2026 24.9136 25.9178
    13-05-2026 24.6384 25.6311
    12-05-2026 24.4322 25.4163
    11-05-2026 25.0398 26.0481
    08-05-2026 25.4676 26.4922
    07-05-2026 25.5953 26.6247
    06-05-2026 25.5382 26.565
    05-05-2026 25.1599 26.1711
    04-05-2026 25.038 26.044
    30-04-2026 24.8114 25.8071
    29-04-2026 25.1173 26.125
    28-04-2026 25.1342 26.1422
    27-04-2026 25.2166 26.2276
    24-04-2026 24.8922 25.8892
    23-04-2026 25.08 26.0842
    22-04-2026 25.4138 26.431
    21-04-2026 25.2284 26.2379
    20-04-2026 25.0566 26.059

    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.