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  • UTI Mutual Fund
  • UTI Nifty 50 Index Fund (PIDCW-A)

Formerly UTI Nifty Index Reg IDCW-P

UTI Mutual Fund

UTI Nifty 50 Index Fund (PIDCW-A)

EquityLarge Cap
Top Ranked

80.7337

NAV (Jun 20)

16%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

80.7337

NAV (Jun 20)

Fund Returns

Last 1Y
26.2%
Last 3Y
15.4%
Last 5Y
15.7%
Last 10Y
13.1%
Since Inception
12.1%
6 Month CAGR
11.9%

Scheme Information

Investment Objective

The principal investment objective of the scheme is to invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by 'passive' investment. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Expense Ratio
0.38
Launched (24y ago)
Mar 06, 2000
AUM in Crores
16924.516
ISIN
INF789F01JL6
Lock-in
No Lock-in
Benchmark
Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.5
Standard Deviation (5yr)
18.6
Beta (3yr)
1
Beta (5yr)
1
Sharpe Ratio (3yr)
0.68
Sharpe Ratio (5yr)
0.553
YTM
0
Fund Managers

Sharwan Kumar Goyal

Fund Manager

Ayush Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Nifty 50 Index Fund (PIDCW-A)70%10,92,933 3,60,32116%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-20

Top Stock Holdings

hdfc bank ltd

11.6%
11.6%

reliance industries ltd

9.7%
9.7%

icici bank ltd

7.9%
7.9%

infosys ltd

5%
5%

larsen & toubro ltd

4.4%
4.4%
See all holdings

Allocation by Sector

financial services

34%
34%

energy

13.4%
13.4%

technology

12%
12%

consumer cyclical

9.4%
9.4%

consumer defensive

8%
8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 230,654 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.7%

6.9%

15.4%

12.1%

5.7%

6.8%

6%

7.3%

18.6%

15.4%

UTI Nifty 50 Index Fund (PIDCW-A) Review

UTI Nifty 50 Index Fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 12.1% over a period of 24 years. The fund was previously known as UTI Nifty Index Reg IDCW-P. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Ayush Jain, Sharwan Kumar Goyal.

Nav of UTI Nifty 50 Index Fund (PIDCW-A) as of 6/20/2024 is ₹80.73 with the total AUM as of 6/21/2024 is ₹16924.516. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Nifty 50 Index Fund (PIDCW-A) was launched on Mar 06, 2000. The category risk of the fund is Very High Risk.

The minimum SIP amount for UTI Nifty 50 Index Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

UTI Nifty 50 Index Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 50 TR INR.

UTI Nifty 50 Index Fund (PIDCW-A) is rated as a 4 fund in Equity and delivered 26.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Nifty 50 Index Fund (PIDCW-A).

Frequently Asked Questions

What is UTI Nifty 50 Index Fund (PIDCW-A)?

UTI Nifty 50 Index Fund (PIDCW-A) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Nifty 50 Index Fund (PIDCW-A)?

You can invest in UTI Nifty 50 Index Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of UTI Nifty 50 Index Fund (PIDCW-A)?

The minimum sip amount for UTI Nifty 50 Index Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is UTI Nifty 50 Index Fund (PIDCW-A) good to invest in?

As per Scripbox experts, UTI Nifty 50 Index Fund (PIDCW-A) is a Top Ranked fund. You can investUTI Nifty 50 Index Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the UTI Nifty 50 Index Fund (PIDCW-A)?

The expense ratio of the UTI Nifty 50 Index Fund (PIDCW-A) is 0.38% for regular plan.