UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option (INF789F1AYN0)

Market & Benchmark

Market Market
ULST
Industry Industry
Mutual Fund Direct Plan
Benchmark Benchmark
NIFTY:NIFTY50 INDEX
Risk-Free Rate Risk-Free Rate
India 10-Year Government Bond

Expected Performance

Expected Return Expected Return (Historical)
41.11%
CAPM Return Expected Return (CAPM)
16.69%
Volatility Volatility/Risk
23.98%
Beta Beta
1.37
Sharpe Ratio Sharpe Ratio
1.54%

Past Performance

CAGR CAGR (Compound Annual Growth Rate, 3Y)
35.13%
3-Year High 1-Year High
21.33INR
3-Year Low 1-Year Low
16.44INR

Price History (3 Years)
22.000022.000020.000020.000018.000018.000016.000016.000014.000014.000012.000012.000010.000010.00008.00008.0000May 2023May 2023Jun 2023Jun 2023Aug 2023Aug 2023Sep 2023Sep 2023Nov 2023Nov 2023Feb 2024Feb 2024Apr 2024Apr 2024May 2024May 2024Jul 2024Jul 2024Aug 2024Aug 2024Oct 2024Oct 2024Dec 2024Dec 2024Jan 2025Jan 2025Mar 2025Mar 2025
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Risk-Return Position
(Compared with Peers in the Same Industry)
Expected Annual Returns (%)
Risk (Volatility of Returns) (%)

Beta-Sharpe
(Compared with Peers in the Same Industry)
Beta
Sharpe Ratio