Aeterna Wealth

BANDHAN Nifty 50 Index Fund vs UTI Nifty 50 Index Fund

Over the last 3 years, BANDHAN Nifty 50 Index Fund returned 9.5% a year against 9.5% for UTI Nifty 50 Index Fund (Direct plans). BANDHAN Nifty 50 Index Fund costs less (0.14% a year, Direct). Data as of 5 Nov 2026.

BANDHAN Nifty 50 Index FundUTI Nifty 50 Index Fund
CategoryIndex FundIndex Fund
Fund houseBandhan Mutual FundUTI Mutual Fund
Benchmark (TRI)Nifty 50Nifty 50
Age13.8 years13.8 years
AUM₹2,778 cr₹29,285 cr
Direct plan
RatingAB
Expense ratio0.14%0.25%
1Y return-3.3%-3.3%
3Y return (a year)9.5%9.5%
5Y return (a year)7.7%7.6%
3Y vs index-0.2%-0.2%
Regular plan
RatingBA+
Expense ratio0.64%0.37%
1Y return-3.8%-3.4%
3Y return (a year)8.9%9.3%
5Y return (a year)7.2%7.5%
3Y vs index-0.8%-0.4%
Risk and portfolio
Volatility, 3Y––
Max fall, 5Y––
Down capture, 3Y––
Stocks held–50
Top 10 holdings–%52%

Common questions

BANDHAN Nifty 50 Index Fund or UTI Nifty 50 Index Fund: which has done better?

Over the last 3 years, BANDHAN Nifty 50 Index Fund returned 9.5% a year against 9.5% for UTI Nifty 50 Index Fund (Direct plans).

How much do BANDHAN Nifty 50 Index Fund and UTI Nifty 50 Index Fund overlap?

Holdings for one of these schemes are not available yet.

Should I hold both?

Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.

Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.