All comparisons
Head-to-head
Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth OptionvsUTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth
Side-by-side comparison of Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth Option and UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
index
Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth Option
3Y ago₹1.72 L
5Y ago—
index
UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth
3Y ago₹1.88 L
5Y ago—
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Axis Nifty Smallcap 50 Index Fu… | UTI Nifty 500 Value 50 Index Fu… |
|---|---|---|
| Fund house | Axis Mutual Fund | UTI Mutual Fund |
| Category | Index Funds - Equity Funds | Index Funds - Equity Funds |
| Latest NAV | ₹21.3415 | ₹22.2668 |
| Assets managed (AUM) | — | — |
| 1Y return | 18.36% | 15.79% |
| 3Y CAGR | 19.87% | 23.33% |
| 5Y CAGR | — | — |
| Since inception CAGR | 18.60% | 27.68% |
| Bumpiness · 3Y (annualised σ) | 20.38 | 20.91 |
| Worst drop ever | -27.74% | -22.63% |
| Sharpe · 3Y (rf=6%) | 0.61 | 0.74 |
Explore each fund individually
Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth Option →UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth →
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