• Mutual Funds
  • UTI Mutual Fund
  • UTI Nifty 50 Index Fund (Growth)

Formerly UTI Nifty Index Reg Gr

UTI Mutual Fund

UTI Nifty 50 Index Fund (Growth)

EquityLarge Cap

Top Ranked

116.0159

NAV (Oct 04)

12.7%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large cap mutual funds.However, Scripbox does not recommend investing in large cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 8,529 Cr

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

View all 7 analysis

View Less

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

116.0159

NAV (Oct 4)

Fund Returns

Last 1Y

-1.3%

Last 3Y

16.6%

Last 5Y

12.7%

Last 10Y

12.4%

Since Inception

11.5%

6 Month CAGR

-3.6%

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

0.3

Launched (22y ago)

Mar 06, 2000

AUM in Crores

8528.573

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 2022-10-04

Top Stock Holdings

reliance industries ltd

11.7%
11.7%

hdfc bank ltd

8.4%
8.4%

icici bank ltd

7.9%
7.9%

infosys ltd

7%
7%

housing development finance corp ltd

5.7%
5.7%
See all holdings

Allocation by Sector

financial services

37%
37%

technology

14.2%
14.2%

energy

13.4%
13.4%

consumer defensive

8.8%
8.8%

basic materials

7.5%
7.5%
See all sectors

Compare UTI Nifty 50 Index Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,218 cr

₹ 4,714 cr

₹ 14,940 cr

₹ 10,218 cr

₹ 14,940 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 189,617 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

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

    4%

    6.8%

    16.6%

    11.5%

    19.7%

    14.6%

    17.4%

    15.6%

    3.5%

    6.3%

    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 50 Index Fund (G) Review

    UTI Nifty 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 11.5% over a period of 22 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 10/4/2022 is ₹116.02 with the total AUM as of 10/6/2022 is ₹8528.573. 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 IISL Nifty 50 TR INR.

    UTI Nifty 50 Index Fund (G) is rated as a 4 fund in Equity and delivered -1.3% 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)?

    UTI Nifty 50 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 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 0.3% for regular plan.