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UTI Nifty 500 Value 50 Index Fund

UTI·
Index Fund
1Y
+13.35%
3Y
+29.87%
5Y
-
Since Inception
+30.03%
Sharpe
1.11
Sortino
2.05
Max Drawdown
-22.63%
Volatility
20.73%
Alpha
+19.33%
Beta
1.23
Info Ratio
1.62
Up / Down Capture
174 / 81
NAV (last ~1 year)
Fund details
AMCUTI
Fund manager-
Data from2023-05-12
AUM₹603 Cr (January - March 2026)
Expense ratio (Direct)0.69%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#7 of 325
Top 2%
3Y CAGR
#1 of 188
Top 1%
5Y CAGR
-
Sharpe
#1 of 293
Top 0%