Uti Nifty Next 50 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 24
Rating
Growth Option 13-03-2026
NAV ₹23.02(R) -2.6% ₹23.93(D) -2.6%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.81% 19.77% 13.31% 12.74% -%
Direct 10.31% 20.31% 13.82% 13.28% -%
Benchmark
SIP (XIRR) Regular -5.52% 7.71% 10.93% 13.46% -%
Direct -5.08% 8.22% 11.44% 14.0% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.97 0.46 0.63 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
16.6% -26.76% -25.9% - 12.42%
Fund AUM As on: 30/12/2025 5921 Cr
Top Index Fund
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
ICICI PRUDENTIAL NASDAQ 100 INDEX FUND 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 23.02
-0.6200
-2.6000%
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option 23.93
-0.6400
-2.6000%

Review Date: 13-03-2026

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 0.97 which is lower than the category average of 1.0.
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 -5.93%, -5.65 and -5.58 in last one, three and six months respectively. In the same period the category average return was -7.3%, -8.48% and -6.65% respectively.
  • Uti Nifty Next 50 Index Fund has given a return of 10.31% in last one year. In the same period the Index Funds category average return was 7.84%.
  • The fund has given a return of 20.31% in last three years and ranked 22.0nd out of one hundred and two funds in the category. In the same period the Index Funds category average return was 14.84%.
  • The fund has given a return of 13.82% in last five years and ranked 10th out of thirty four funds in the category. In the same period the Index Funds category average return was 11.86%.
  • The fund has given a SIP return of -5.08% in last one year whereas category average SIP return is -8.26%. The fund one year return rank in the category is 56th in 200 funds
  • The fund has SIP return of 8.22% in last three years and ranks 19th in 99 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (22.71%) in the category in last three years.
  • The fund has SIP return of 11.44% in last five years whereas category average SIP return is 8.89%.

Uti Nifty Next 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 16.6 and semi deviation of 12.42. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -26.76 and a maximum drawdown of -25.9. The category average VaR is -15.41 and the maximum drawdown is -15.82.

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 % -5.96
    -7.40
    		-14.39 | 2.82 49 | 241 Very Good
    3M Return % -5.75
    -8.63
    		-24.12 | 4.91 50 | 239 Very Good
    6M Return % -5.79
    -6.90
    		-25.73 | 18.69 69 | 232 Good
    1Y Return % 9.81
    7.31
    		-18.51 | 51.00 53 | 203 Good
    3Y Return % 19.77
    14.32
    		1.04 | 31.65 20 | 102 Very Good
    5Y Return % 13.31
    11.35
    		8.24 | 17.03 10 | 34 Good
    7Y Return % 12.74
    11.46
    		10.34 | 13.70 2 | 21 Very Good
    1Y SIP Return % -5.52
    -8.78
    		-36.17 | 23.17 51 | 198 Good
    3Y SIP Return % 7.71
    5.36
    		-10.85 | 22.15 16 | 98 Very Good
    5Y SIP Return % 10.93
    8.41
    		5.00 | 18.07 6 | 32 Very Good
    7Y SIP Return % 13.46
    10.56
    		8.68 | 14.44 3 | 19 Very Good
    Standard Deviation 16.60
    12.06
    		0.60 | 22.45 83 | 102 Poor
    Semi Deviation 12.42
    8.86
    		0.37 | 16.91 81 | 102 Poor
    Max Drawdown % -25.90
    -15.82
    		-29.16 | 0.00 90 | 102 Poor
    VaR 1 Y % -26.76
    -15.41
    		-34.57 | 0.00 94 | 102 Poor
    Average Drawdown % -14.40
    -5.73
    		-14.55 | 0.00 93 | 102 Poor
    Sharpe Ratio 0.97
    1.00
    		-0.17 | 2.42 40 | 102 Good
    Sterling Ratio 0.63
    0.66
    		0.05 | 1.48 49 | 102 Good
    Sortino Ratio 0.46
    0.59
    		-0.02 | 2.60 39 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -5.93 -7.30 -14.35 | 2.87 57 | 249 Very Good
    3M Return % -5.65 -8.48 -24.00 | 5.08 57 | 246 Very Good
    6M Return % -5.58 -6.65 -25.50 | 18.96 70 | 238 Good
    1Y Return % 10.31 7.84 -17.98 | 51.99 54 | 205 Good
    3Y Return % 20.31 14.84 1.56 | 32.25 22 | 102 Very Good
    5Y Return % 13.82 11.86 8.94 | 17.85 10 | 34 Good
    7Y Return % 13.28 11.86 10.98 | 14.26 2 | 21 Very Good
    1Y SIP Return % -5.08 -8.26 -35.73 | 23.77 56 | 200 Good
    3Y SIP Return % 8.22 5.88 -10.36 | 22.71 19 | 99 Very Good
    5Y SIP Return % 11.44 8.89 5.68 | 18.71 7 | 33 Very Good
    7Y SIP Return % 14.00 11.08 9.39 | 15.04 2 | 21 Very Good
    Standard Deviation 16.60 12.06 0.60 | 22.45 83 | 102 Poor
    Semi Deviation 12.42 8.86 0.37 | 16.91 81 | 102 Poor
    Max Drawdown % -25.90 -15.82 -29.16 | 0.00 90 | 102 Poor
    VaR 1 Y % -26.76 -15.41 -34.57 | 0.00 94 | 102 Poor
    Average Drawdown % -14.40 -5.73 -14.55 | 0.00 93 | 102 Poor
    Sharpe Ratio 0.97 1.00 -0.17 | 2.42 40 | 102 Good
    Sterling Ratio 0.63 0.66 0.05 | 1.48 49 | 102 Good
    Sortino Ratio 0.46 0.59 -0.02 | 2.60 39 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 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
    13-03-2026 23.0248 23.9347
    12-03-2026 23.6399 24.5738
    11-03-2026 23.6588 24.5931
    10-03-2026 23.9187 24.863
    09-03-2026 23.5083 24.4361
    06-03-2026 24.0098 24.9565
    05-03-2026 24.0977 25.0475
    04-03-2026 23.7701 24.7067
    02-03-2026 24.4291 25.391
    27-02-2026 24.8076 25.7835
    26-02-2026 25.1342 26.1226
    25-02-2026 25.0532 26.0381
    24-02-2026 24.8331 25.809
    23-02-2026 24.814 25.7888
    20-02-2026 24.7197 25.6899
    19-02-2026 24.562 25.5257
    18-02-2026 25.0266 26.0082
    17-02-2026 24.8513 25.8257
    16-02-2026 24.7199 25.6888
    13-02-2026 24.4836 25.4423

    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.