OtherIndex FundsDirect · Growth
UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option
UTI · Scheme 151739
₹22.26▼ 0.58%NAV · 2026-09-18
Strong FundScore
AUM
₹825 cr
Expense ratio
0.80%
3Y CAGR
25.5%
Risk level
Very High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Ayush JainExit load: Nil
Strong · 79/100
A high-quality fund that scores well on the factors that matter.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Compounding well recently — 25.5% CAGR over 3 years.
- ✓3Y CAGR: +25.5%
- ✓Max drawdown: -23%
📉 What could drag it down
- •High volatility (20% a year) — expect big swings up and down.
FundScore breakdown
79/100 · Strong
Returns
Excellent
Consistency
Average
Risk-adjusted
Average
Downside protection
Strong
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.