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UTI Nifty Index Fund Regular Plan Growth

Formerly UTI Nifty Gr
Returns (5yrs)
2.54 %
Latest NAV
61.11

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Fund Information

as on 27th of May, 06:44 PM

UTI Asset Management Company Ltd

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.

Fund Managers

  • profile-pic
    Sharwan Kumar Goyal
  • expense-ratio
    Expense Ratio
    0.17
    benchmark
    Benchmark
    IISL Nifty 50 TR INR
  • Aum image
    AUM
    ₹ 2097.08 Crores
    ISIN
    ISIN
    INF789F01JN2
  • Category Risk:

    Moderately High risk

Holding Information

as on 27th of May, 06:44 PM

Top Holding

Reliance Industries Ltd
12%
Hdfc Bank Ltd
11%
Housing Development Finance Corp Ltd
8%
Infosys Ltd
6%
Icici Bank Ltd
6%

Top Sectors

Financial Services
36%
Technology
15%
Energy
14%
Consumer Defensive
10%
Basic Materials
6%

Allocation

Equity
100%
Others
0%
Debt
0%

Investment Return Calculator

as on 27th of May, 06:44 PM
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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. Past performance is not an indicator of future returns.

Transaction

as on 27th of May, 06:44 PM
Minimum SIP Amount
₹ 1000
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

UTI Nifty Index Fund Regular Plan Growth is a Index Funds EQUITY fund and has delivered an annualised return of -23.22% over a period of 1 year. The fund is managed by UTI Asset Management Company Ltd. The fund managers names are Sharwan Kumar Goyal. 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. The fund charges 0.17000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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