UTI Mutual Fund

UTI Nifty 50 Index Fund (G)

EquityLarge Cap
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Top Ranked

₹ 170.54

NAV (Jul 29)

17.927%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within large cap mutual funds.
Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Downside Protection Measure

Good

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

View all 7 analysis

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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 25Y ago
2000-03-06
AUM in Crores
24115.5
ISIN
INF789F01JN2
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
13.1
Beta
0.9
Sharpe Ratio
0.4
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

10.98%
10.984%

Reliance Industries Ltd.

9.19%
9.193%

ICICI Bank Ltd.

7.72%
7.716%

Infosys Ltd.

6.09%
6.091%

ITC Ltd.

4.13%
4.131%
See all holdings
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Allocation by Sector

Financial

35.17%
35.170117%

Technology

13.12%
13.123186%

Energy

12.17%
12.170774%

Consumer Staples

7.62%
7.619481%

Automobile

7.22%
7.22003%
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comparison

Comparison with Equity Funds

Fund NameFund Size

₹ 26,848 cr

₹ 72,336 cr

₹ 30,616 cr

₹ 79,584 cr

₹ 17,427 cr

UTI Nifty 50 Index Fund (G) Review

UTI Nifty 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 11.78% over 25 years. The fund has grown over a period of 25 years. The fund is managed by UTI Mutual Fund. The fund managers are Ayush Jain, Deepesh Agarwal, Sharwan Kumar Goyal.

Nav of UTI Nifty 50 Index Fund (G) as of 7/29/2025 is ₹170.54 with the total AUM as of 7/30/2025 is ₹24115.5. 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 Very High.

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.

Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 0.38% 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

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