Uti Nifty Next 50 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 71
Rating
Growth Option 23-01-2026
NAV ₹23.57(R) -1.97% ₹24.49(D) -1.97%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.47% 16.42% 14.87% 13.58% -%
Direct 4.94% 16.94% 15.39% 14.13% -%
Benchmark
SIP (XIRR) Regular -0.53% 11.12% 12.08% 14.51% -%
Direct -0.08% 11.65% 12.6% 15.05% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.66 0.32 0.5 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.65% -26.92% -25.9% - 13.23%
Fund AUM As on: 30/06/2025 5156 Cr
Top Index Fund
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
ICICI Prudential Nifty Auto Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
AXIS Nifty Midcap 50 Index Fund 4
HDFC NIFTY50 Equal Weight Index Fund 5
DSP Nifty 50 Equal Weight Index Fund 6
ICICI Prudential Nifty50 Equal Weight Index Fund 7
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
Nippon India Nifty Midcap 150 Index Fund 10
Motilal Oswal Nifty Midcap 150 Index Fund 11
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty Midcap 150 Index Fund 13
Navi Nifty Midcap 150 Index Fund 14
Bandhan Nifty100 Low Volatility 30 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
UTI Nifty 50 Index Fund 17
Navi Nifty 50 Index Fund 18
HDFC NIFTY 100 Equal Weight Index Fund 19
Dsp Nifty 50 Index Fund 20

NAV Date: 23-01-2026

Scheme Name NAV Rupee Change Percent Change
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 23.57
-0.4700
-1.9700%
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option 24.49
-0.4900
-1.9700%

Review Date: 23-01-2026

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 0.66 which is lower than the category average of 0.88.
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 -4.12%, -4.54 and -2.76 in last one, three and six months respectively. In the same period the category average return was -4.02%, -3.48% and -2.02% respectively.
  • Uti Nifty Next 50 Index Fund has given a return of 4.94% in last one year. In the same period the Index Funds category average return was 5.71%.
  • The fund has given a return of 16.94% in last three years and ranked 26.0th out of 101 funds in the category. In the same period the Index Funds category average return was 14.7%.
  • The fund has given a return of 15.39% in last five years and ranked 7th out of 31 funds in the category. In the same period the Index Funds category average return was 14.25%.
  • The fund has given a SIP return of -0.08% in last one year whereas category average SIP return is 1.85%. The fund one year return rank in the category is 104th in 146 funds
  • The fund has SIP return of 11.65% in last three years and ranks 23rd in 99 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (28.73%) in the category in last three years.
  • The fund has SIP return of 12.6% in last five years whereas category average SIP return is 11.45%.

Uti Nifty Next 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 17.65 and semi deviation of 13.23. The category average standard deviation is 12.15 and semi deviation is 8.91.
  • The fund has a Value at Risk (VaR) of -26.92 and a maximum drawdown of -25.9. The category average VaR is -15.3 and the maximum drawdown is -15.81.

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 % -4.16
    -4.06
    		-14.51 | 2.67 59 | 147 Good
    3M Return % -4.65
    -3.62
    		-19.74 | 7.19 103 | 147 Average
    6M Return % -2.98
    -2.30
    		-22.15 | 16.80 92 | 147 Average
    1Y Return % 4.47
    5.22
    		-14.13 | 23.10 92 | 146 Average
    3Y Return % 16.42
    14.18
    		7.06 | 33.92 25 | 101 Very Good
    5Y Return % 14.87
    13.74
    		11.13 | 20.71 7 | 31 Very Good
    7Y Return % 13.58
    13.30
    		12.48 | 15.49 3 | 19 Very Good
    1Y SIP Return % -0.53
    1.33
    		-29.98 | 37.99 101 | 144 Average
    3Y SIP Return % 11.12
    9.44
    		5.11 | 28.16 23 | 99 Very Good
    5Y SIP Return % 12.08
    10.96
    		8.53 | 19.70 6 | 31 Very Good
    7Y SIP Return % 14.51
    13.00
    		11.56 | 16.46 2 | 19 Very Good
    Standard Deviation 17.65
    12.15
    		0.68 | 20.30 81 | 99 Poor
    Semi Deviation 13.23
    8.91
    		0.46 | 14.48 79 | 99 Poor
    Max Drawdown % -25.90
    -15.81
    		-29.16 | 0.00 88 | 99 Poor
    VaR 1 Y % -26.92
    -15.30
    		-29.82 | 0.00 92 | 99 Poor
    Average Drawdown % -13.54
    -5.98
    		-13.66 | 0.00 91 | 99 Poor
    Sharpe Ratio 0.66
    0.88
    		0.26 | 2.03 62 | 99 Average
    Sterling Ratio 0.50
    0.61
    		0.34 | 1.21 82 | 99 Poor
    Sortino Ratio 0.32
    0.48
    		0.15 | 1.37 69 | 99 Average
    Return data last Updated On : Jan. 23, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -4.12 -4.02 -14.47 | 2.72 62 | 149 Good
    3M Return % -4.54 -3.48 -19.61 | 7.33 105 | 149 Average
    6M Return % -2.76 -2.02 -21.90 | 17.07 97 | 149 Average
    1Y Return % 4.94 5.71 -13.57 | 23.67 96 | 148 Average
    3Y Return % 16.94 14.70 7.27 | 34.53 26 | 101 Very Good
    5Y Return % 15.39 14.25 11.84 | 21.61 7 | 31 Very Good
    7Y Return % 14.13 13.72 13.13 | 16.06 2 | 19 Very Good
    1Y SIP Return % -0.08 1.85 -29.51 | 38.63 104 | 146 Average
    3Y SIP Return % 11.65 9.95 5.32 | 28.73 23 | 99 Very Good
    5Y SIP Return % 12.60 11.45 9.24 | 20.34 7 | 31 Very Good
    7Y SIP Return % 15.05 13.41 12.27 | 17.06 2 | 19 Very Good
    Standard Deviation 17.65 12.15 0.68 | 20.30 81 | 99 Poor
    Semi Deviation 13.23 8.91 0.46 | 14.48 79 | 99 Poor
    Max Drawdown % -25.90 -15.81 -29.16 | 0.00 88 | 99 Poor
    VaR 1 Y % -26.92 -15.30 -29.82 | 0.00 92 | 99 Poor
    Average Drawdown % -13.54 -5.98 -13.66 | 0.00 91 | 99 Poor
    Sharpe Ratio 0.66 0.88 0.26 | 2.03 62 | 99 Average
    Sterling Ratio 0.50 0.61 0.34 | 1.21 82 | 99 Poor
    Sortino Ratio 0.32 0.48 0.15 | 1.37 69 | 99 Average
    Return data last Updated On : Jan. 23, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 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
    23-01-2026 23.5702 24.4869
    22-01-2026 24.0434 24.9782
    21-01-2026 23.7849 24.7093
    20-01-2026 23.8731 24.8006
    19-01-2026 24.4366 25.3856
    16-01-2026 24.4965 25.4469
    14-01-2026 24.4723 25.4212
    13-01-2026 24.3786 25.3236
    12-01-2026 24.4421 25.3892
    09-01-2026 24.3702 25.3135
    08-01-2026 24.6211 25.5738
    07-01-2026 25.1532 26.1263
    06-01-2026 25.1223 26.0938
    05-01-2026 25.0557 26.0243
    02-01-2026 25.0584 26.0262
    01-01-2026 24.7952 25.7525
    31-12-2025 24.6851 25.6379
    30-12-2025 24.438 25.3809
    29-12-2025 24.4282 25.3704
    26-12-2025 24.5442 25.4899
    24-12-2025 24.5438 25.4889
    23-12-2025 24.5938 25.5404

    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.