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UTI Nifty 500 Value 50 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio & Should You Invest?
Univest 5 hrs ago·18 Sept 2026, 7:40 am
The UTI Nifty 500 Value 50 Index Fund Direct Growth is a passively managed scheme that tracks the performance of the Nifty 500 Value 50 Index. This index selects 50 large-cap Indian companies from the Nifty 500 universe based on specific valuation metrics. By focusing on stocks that appear undervalued relative to their fundamentals, the fund aims to provide returns that may outperform the broader market over the long term.
For investors, this fund offers a way to gain exposure to a concentrated basket of established, financially sound companies. Since it is an index fund, it typically comes with lower expense ratios compared to actively managed funds. However, because it holds only 50 stocks, it is less diversified than a standard large-cap fund, meaning investors should be prepared for higher volatility.
Investors should watch the fund's performance against the Nifty 500 and Nifty 100 indices to gauge its relative value. Monitoring the fund's expense ratio and the underlying index's rebalancing dates is also important. As with any equity investment, this fund is best suited for long-term goals where investors can weather market fluctuations.
Excerpt from Univest
Updated: 18 Sept 2026 • 1:11 pm UTI Nifty 500 Value 50 Index Fund Direct Growth Plan currently has a NAV of ₹21.7713 as of 17 Sep 2026 and a scheme AUM of ₹846 Cr. Its 1-year, 3-year and 5-year returns are 9.28%, 21.02% and 0%, respectively, and the scheme sits in the High Risk category. Our view is that this is a…Read the original at Univest
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