Mutual Funds
UTI Nifty 50 Index Fund Regular Plan Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™
Not Rated

Morningstar® Category
Category_INCA000060		 Total Net Assets (mil)
93,373.71 INR
Morningstar® Benchmark
Not Categorized
Used throughout report
 Fund Benchmark
IISL Nifty 50 TR INR


RETURNS (%) FUND
3M -1.16
6M 2.86
1Y 2.61
3Y* 16.00
5Y* 11.66
10Y* 12.37
*Annualised Return Data Through 03/02/2023
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2023 - -- -
20220.75 -9.18 8.62 5.98
20215.26 7.43 12.26 -1.37
2020-29.37 19.92 9.49 24.54
20197.23 1.73 -2.25 6.20
RISK MEASURES
3Y Alpha -
3Y Beta -
3Y R-Squared -
3Y Info Ratio -
3Y Tracking Error -
3Y Sharpe Ratio0.54
3Y Std Dev 22.68
3Y Risk -
5Y Risk -
10Y Risk -

Morningstar Style BoxTM


* Report as of 6 Feb 2023


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