• Mutual Funds
  • UTI Mutual Fund
  • UTI Nifty Index Fund (Growth)

Formerly UTI Nifty Gr

UTI Mutual Fund

UTI Nifty Index Fund (Growth)

EquityLarge Cap

Top Ranked

105.1271

NAV (Jun 24)

11.2%
5 Year CAGR
Scripbox Opinion
Top Ranked
UTI Nifty Index Fund (Growth) is a good choice within large cap mutual funds.

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

22 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

7,096 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

Scripbox Recommended Large Cap Funds

Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

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

105.1271

NAV (Jun 24)

Fund Returns

Last 1Y

0.1%

Last 3Y

10.8%

Last 5Y

11.2%

Last 10Y

12.5%

Since Inception

11.1%

6 Month CAGR

-8.3%

Scheme Information

Investment Objective

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

0.31

Launched (22y ago)

Mar 06, 2000

AUM in Crores

7095.364

ISIN

INF789F01JN2

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sharwan Kumar Goyal

Fund Manager

Ayush Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-06-24

Top Stock Holdings

reliance industries ltd

12.5%
12.5%

hdfc bank ltd

8.4%
8.4%

infosys ltd

7.6%
7.6%

icici bank ltd

7.2%
7.2%

housing development finance corp ltd

5.7%
5.7%
See all holdings

Allocation by Sector

financial services

35.6%
35.6%

technology

15.8%
15.8%

energy

14.2%
14.2%

consumer defensive

8.2%
8.2%

basic materials

7.2%
7.2%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 181,279 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,485 debt and 34 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    6.9%

    -

    7.7%

    10.8%

    11.1%

    13%

    14.1%

    11.9%

    15.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    UTI Nifty Index Fund (G) Review

    UTI Nifty Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 11.1% over a period of 22 years. The fund was previously known as UTI Nifty Gr. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Ayush Jain, Sharwan Kumar Goyal.

    Nav of UTI Nifty Index Fund (G) as of 6/24/2022 is ₹105.13 with the total AUM as of 6/25/2022 is ₹7095.364. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Nifty 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 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 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 IISL Nifty 50 TR INR.

    UTI Nifty Index Fund (G) is rated as a 4 fund in Equity and delivered 0.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Nifty Index Fund (G).

    Frequently Asked Questions

    What is UTI Nifty Index Fund (G)?

    UTI Nifty Index Fund (G) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in UTI Nifty Index Fund (G)?

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

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

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

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

    The expense ratio of the UTI Nifty Index Fund (G) is 0.31% for regular plan.