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  • UTI Nifty 50 Index Fund (G)
UTI Mutual Fund

UTI Nifty 50 Index Fund (G)

EquityLarge Cap
Top Ranked

169.3798

NAV (Sep 06)

18.715%
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 ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size 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

169.3798

NAV (Sep 6)

Fund Returns

Last 1Y
27.7%
Last 3Y
13.6%
Last 5Y
18.7%
Last 10Y
12.8%
Since Inception
12.2%
6 Month CAGR
11.2%

Scheme Information

Investment Objective

The scheme seeks to invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by passive investment.

Expense Ratio
0.25
Launched (0y ago)
0.25
AUM in Crores
19848.2
ISIN
INF789F01JN2
Lock-in
Benchmark
NIFTY 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
12.9
Beta
1
Sharpe Ratio
0.9
YTM
Fund Managers

Ayush Jain

Fund Manager

Deepesh Agarwal

Fund Manager

Sharwan Kumar Goyal

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 (G)70%11,75,132 4,42,52018.7%
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 2024-07-12

Top Stock Holdings

HDFC Bank Ltd.

11%
10.984%

Reliance Industries Ltd.

9.2%
9.193%

ICICI Bank Ltd.

7.7%
7.716%

Infosys Ltd.

6.1%
6.091%

ITC Ltd.

4.1%
4.131%
See all holdings

Allocation by Sector

Financial

31.224264%
31.224264%

Energy

14.202845%
14.202845%

Technology

13.695997%
13.695997%

Consumer Staples

8.401116%
8.401116%

Automobile

8.179684%
8.179684%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 25,617 cr

₹ 23,046 cr

₹ 62,717 cr

₹ 48,805 cr

₹ 17,267 cr

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
phone-img0263 2296993
Fund NameScripbox Opinion
Till Date CAGR

6.246%

7.257%

5.924%

6.801%

5.979%

6.856%

18.128%

15.377%

22.928%

14.261%

UTI Nifty 50 Index Fund (G) Review

UTI Nifty 50 Index Fund (G) is a Equity Equity fund and has delivered an annualised return of 12.232% over a period of 24 years. The fund is managed by UTI Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].

Nav of UTI Nifty 50 Index Fund (G) as of 9/6/2024 is ₹169.38 with the total AUM as of 9/10/2024 is ₹19848.1785. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Nifty 50 Index Fund (G) was launched on 2000-03-06. The category risk of the fund is Average.

The minimum SIP amount for UTI Nifty 50 Index Fund (G) 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 (G) 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 Total Return Index.

UTI Nifty 50 Index Fund (G) is rated as a 4 fund in Equity and delivered 27.659% 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 (G).

Frequently Asked Questions

What is UTI Nifty 50 Index Fund (G)?

UTI Nifty 50 Index Fund (G) is a Equity 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 (G)?

You can invest in UTI Nifty 50 Index Fund (G) 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 (G)?

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

Is UTI Nifty 50 Index Fund (G) good to invest in?

As per Scripbox experts, UTI Nifty 50 Index Fund (G) is a 4 fund. You can investUTI Nifty 50 Index Fund (G) 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 (G)?

The expense ratio of the UTI Nifty 50 Index Fund (G) is 0.25% for regular plan.