Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | UTI Nifty Next 50 Index Fund Option UTI Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 6.2/10 · Average |
| Fund house | UTI Mutual Fund |
| Category | Other Scheme - Index Funds · other |
| Type | Open Ended Schemes |
| Plan | Direct |
| AUM | ₹5.6K Cr |
| Performance returns | |
| 1Y return | +6.77% |
| 3Y return (CAGR) | +22.29% |
| 5Y return (CAGR) | +15.85% |
| Category avg 1Y | +11.33% |
| SIP returns | |
| SIP 1Y | +8.58% |
| Risk metrics | |
| Volatility (Std Dev 1Y) | 16.93% |
| Sharpe ratio (1Y) | 0.02 |
| Sharpe ratio (3Y) | 0.93 |
| Sortino ratio (1Y) | 0.01 |
| Max drawdown (1Y) | -14.41% |
| Category rank (1Y) | #5 of 18 |
| Quartile (1Y) | Q2 |
| Portfolio | |
| NAV | ₹24.48 |
| Min SIP | ₹500 |
| Min lump sum | ₹5,000 |
| Tax & redemption | |
| Lock-in period | None |