Formerly UTI Nifty Index Reg Gr
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 149.4073
NAV (Mar 18)
Last 1Y | 30.8% |
Last 3Y | 14.8% |
Last 5Y | 14.9% |
Last 10Y | 13.9% |
Since Inception | 11.9% |
6 Month CAGR | 9.2% |
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 | 0.41 |
Launched (24y ago) | Mar 06, 2000 |
AUM in Crores | 15648.554 |
ISIN | INF789F01JN2 |
Lock-in | No Lock-in |
Benchmark | Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.9 |
Standard Deviation (5yr) | 18.8 |
Beta (3yr) | 1 |
Beta (5yr) | 1 |
Sharpe Ratio (3yr) | 0.801 |
Sharpe Ratio (5yr) | 0.63 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
UTI Nifty 50 Index Fund (Growth) | 10,61,690 | 3,29,078 | 14.9% | |
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.
hdfc bank ltd
11%reliance industries ltd
10.3%icici bank ltd
7.7%infosys ltd
6.2%larsen & toubro ltd
4.3%financial services
32.5%technology
14.5%energy
13.9%consumer cyclical
8.7%consumer defensive
8.3%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 16,756 cr | ||
₹ 14,147 cr | ||
₹ 21,301 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
UTI Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.3% | 6.8% | ||
5.7% | 7.3% | ||
14.8% | 11.9% | ||
17.4% | 15.1% | ||
11% | 9.4% |
UTI Nifty 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 11.9% over a period of 24 years. The fund was previously known as UTI Nifty Index Reg Gr. 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 (G) as of 3/18/2024 is ₹149.41 with the total AUM as of 3/19/2024 is ₹15648.554. 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 Mar 06, 2000. The category risk of the fund is Very High Risk.
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 TR INR.
UTI Nifty 50 Index Fund (G) is rated as a 4 fund in Equity and delivered 30.8% 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).
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 Top Ranked 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 0.41% for regular plan.