- Mutual Funds
- UTI Mutual Fund
- UTI Nifty 50 Index Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Nifty 50 Index Fund (G) | 11,75,132 | 4,42,520 | 18.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
HDFC Bank Ltd.
11%Reliance Industries Ltd.
9.2%ICICI Bank Ltd.
7.7%Infosys Ltd.
6.1%ITC Ltd.
4.1%Allocation by Sector
Financial
31.224264%Energy
14.202845%Technology
13.695997%Consumer Staples
8.401116%Automobile
8.179684%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox 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)?
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.