Question 1

Which funds are similar to UTI Nifty Next 50 Index Fund Direct-Growth?

Accepted Answer

Funds similar to UTI Nifty Next 50 Index Fund Direct-Growth in the Equity: Large Cap category include ICICI Prudential Large Cap Fund Direct-Growth, SBI Large Cap Direct Plan-Growth, and Nippon India Large Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of UTI Nifty Next 50 Index Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis UTI Nifty Next 50 Index Fund Direct-Growth is ranked 3 out of 79 funds in the Equity: Large Cap category as of 16 Jul 2026. On a 5-year return basis it ranks 11 out of 62. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does UTI Nifty Next 50 Index Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

UTI Nifty Next 50 Index Fund Direct-Growth has an expense ratio of 0.44%. The peers ICICI Prudential Large Cap Fund Direct-Growth has an expense ratio of 1.02% and SBI Large Cap Direct Plan-Growth has 0.85%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does UTI Nifty Next 50 Index Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

UTI Nifty Next 50 Index Fund Direct-Growth has an AUM of ₹7,002.3 crore. The peers ICICI Prudential Large Cap Fund Direct-Growth has an AUM of ₹79,420.7 crore and SBI Large Cap Direct Plan-Growth has ₹55,064 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Large Cap?

Accepted Answer

The top performing fund in the Equity: Large Cap category on a 3-year basis is Nippon India Nifty Next 50 Junior BeES FoF Direct-Growth with a CAGR of 18.09% as of 16 Jul 2026. UTI Nifty Next 50 Index Fund Direct-Growth has delivered 18.04% CAGR over the same period, ranking 3 out of 79 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does UTI Nifty Next 50 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, UTI Nifty Next 50 Index Fund Direct-Growth has a Sharpe ratio of 0.66 compared to the Equity: Large Cap average of 0.41 as of 16 Jul 2026. It ranks 5 out of 81 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+5.10%	-0.67%	9 / 101
3Y Return	+18.04%	11.61%	3 / 79
5Y Return	+13.44%	11.04%	11 / 62
10Y Return	—	12.40%	—

UTI Nifty Next 50 Index Fund Direct-Growth

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