OtherIndex FundsDirect · Growth
UTI Nifty50 Equal Weight Index Fund - Direct Plan - Growth Option
UTI · Scheme 151762
₹15.67▼ 0.51%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
14.5%
Risk level
High
Min SIP
—
Benchmark
Underlying index
NAV Growth
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Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.55% |
| 3 Months | +4.84% |
| 6 Months | +2.42% |
| 1 Year | +9.77% |
| 3 Years (CAGR) | +14.53% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +15.64% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns78
Consistency50
Risk-adjusted45
Downside protection86
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +14.5%
- ✓ 3Y CAGR vs category: +6.4% vs category avg
- ✓ Volatility: 13% annualised
- ✓ Max drawdown: -18%
- ✓ Direct plan: no distributor commission
What to watch
- • Sortino ratio: 0.93
Risk metrics
Sharpe ratio
0.70
Sortino ratio
0.93
Volatility
13.41%
Max drawdown
-18.12%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.