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Head-to-head
UTI Nifty 500 Value 50 Index Fund - Direct Plan - GrowthvsUTI - Nifty Next 50 Index Fund - Direct Plan - Growth
Side-by-side comparison of UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth and UTI - Nifty Next 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
UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth
3Y ago₹1.88 L
5Y ago—
index
UTI - Nifty Next 50 Index Fund - Direct Plan - Growth
3Y ago₹1.64 L
5Y ago₹1.76 L
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 | UTI Nifty 500 Value 50 Index Fu… | UTI - Nifty Next 50 Index Fund … |
|---|---|---|
| Fund house | UTI Mutual Fund | UTI Mutual Fund |
| Category | Index Funds - Equity Funds | Index Funds - Equity Funds |
| Latest NAV | ₹22.2668 | ₹27.0992 |
| Assets managed (AUM) | — | — |
| 1Y return | 15.79% | 9.20% |
| 3Y CAGR | 23.33% | 17.86% |
| 5Y CAGR | — | 11.94% |
| Since inception CAGR | 27.68% | 12.92% |
| Bumpiness · 3Y (annualised σ) | 20.91 | 18.51 |
| Worst drop ever | -22.63% | -39.86% |
| Sharpe · 3Y (rf=6%) | 0.74 | 0.59 |
Explore each fund individually
UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth →UTI - Nifty Next 50 Index Fund - Direct Plan - Growth →
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