Should I invest in UTI Nifty50 Equal Weight Index Fund?

We don't give personal investment advice. UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

UTI

UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option

Latest NAV

₹15.0004

As of

17 Jul 2026

763 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.74%	+0.18%	+0.57	52 / 291	Q1
1W	+0.19%	-0.08%	+0.28	64 / 291	Q1
2W	-0.45%	+0.22%	-0.66	237 / 291	Q4
1M	+0.90%	+0.71%	+0.19	120 / 291	Q2
3M	+1.48%	+2.09%	-0.62	170 / 288	Q3
6M	-0.61%	+1.30%	-1.91	193 / 276	Q3
YTD	-1.50%	+0.50%	-2.00	192 / 275	Q3
1Y	+4.29%	+2.18%	+2.11	125 / 261	Q2
2Y	+2.67%	+2.95%	-0.28	96 / 167	Q3
3Y	+12.89%	+10.34%	+2.55	34 / 130	Q2
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+14.29%	+6.61%	+7.68	37 / 291	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-1.50%	+0.47%	-1.97	190 / 273
2025	+13.28%	+5.14%	+8.13	22 / 211
2024	+9.36%	+13.66%	-4.29	71 / 136
2023	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+13.32%

26 windows

min -1.5% · max 41.0%

92% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+13.41%

2 windows

min 12.9% · max 13.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.72%

3-year · annualised

Sharpe ratio

0.54

vs risk-free 6.5%

Sortino ratio

0.91

Downside-only deviation

Max drawdown

-18.27%

Sep 2024 → Feb 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC Nifty Top 20 Equal Weight Index Fund - Regular Growth	HDFC	₹10.0599	17 Jul 2026
Nippon India Nifty 500 Equal Weight Index Fund - Regular Plan - Growth Option	Nippon India	₹9.7505	17 Jul 2026
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Growth	SBI	₹10.1522	17 Jul 2026
Bandhan Nifty 200 Quality 30 Index Fund - Regular Plan - Growth	Bandhan	₹9.4471	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth	Aditya Birla Sun Life	₹10.5539	17 Jul 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth	Motilal Oswal	₹8.0880	17 Jul 2026
Kotak Nifty 100 Equal Weight Index Fund - Regular Plan - Growth	Kotak	₹10.9730	17 Jul 2026
Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan Growth	Edelweiss	₹14.1065	17 Jul 2026
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth	DSP	₹26.3057	17 Jul 2026
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹7.8960	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹15.0004
16 Jul 2026	₹14.8902
15 Jul 2026	₹14.8912
14 Jul 2026	₹14.8787
13 Jul 2026	₹14.9878
10 Jul 2026	₹14.9715
9 Jul 2026	₹14.8304
8 Jul 2026	₹14.7873
7 Jul 2026	₹15.0830
6 Jul 2026	₹15.1030

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option is ₹15.0004. It's a Index Fund from UTI, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option has NAV history starting from 09 Jun 2023, a track record of about 3 years 1 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option is managed by UTI. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option has delivered a absolute return of 4.29% — +2.11 pp ahead of the Index Fund category average of 2.18%. The fund ranks #125 of 261 in its category — the second (Q2) quartile.

Over the trailing 3-year window, UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option has delivered a CAGR of 12.89% — +2.55 pp ahead of the Index Fund category average of 10.34%. The fund ranks #34 of 130 in its category — the second (Q2) quartile.

UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option exactly 3 years ago would be worth approximately ₹143,863 today — a multiplier of 1.44×, based on the 3-year CAGR of 12.89%. The category average over the same window would have grown ₹1 lakh to ₹134,321.

A ₹10,000 monthly SIP in UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹404,977 today. That's an XIRR (money-weighted annualised return) of 7.79%.

UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹404,977 — XIRR 7.79%.

On a 3-year basis, UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option ranks #34 out of 130 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.34%; this fund delivered 12.89%.

The worst peak-to-trough decline UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option has experienced over the last 3-year window is 18.27% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option averaged 13.41% (best 13.94%, worst 12.89%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.54 — reasonable risk-adjusted performance.

In calendar year 2025, UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option returned 13.28% — beating the Index Fund category average of 5.14% by 8.13 pp. It ranked #22 of 211 in its category that year.

UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.