Formerly UTI Nifty DP
₹ 48.6877
NAV (Jan 20)
Top Ranked
Index funds 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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
21 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
3,174 Cr. Large within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
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Scheme Information
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.
Low
Moderately Low
Moderate
Moderately High
High
Very High
Moderately High risk
0.14 %
Expense Ratio
Mar 06, 2000
Launched (21y ago)
₹ 3,174
AUM in Crores
INF789F01JL6
ISIN
No Lock-in
Lock-in
IISL Nifty 50 TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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Mid Cap
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Track Record
About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 142,208 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 56 equity,485 debt and 34 hybrid funds.
Index Funds
Recommended
Top Ranked
₹ 3,173 Cr
Fund Size
11.4%
3Y returns
Index Funds
Top Ranked
₹ 3,173 Cr
Fund Size
11.4%
3Y returns
Index Funds
Top Ranked
₹ 3,173 Cr
Fund Size
11.4%
3Y returns
Low Duration
Top Ranked
₹ 3,090 Cr
Fund Size
3.2%
3Y returns
Ultra Short
Top Ranked
₹ 2,055 Cr
Fund Size
5.1%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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UTI Nifty Index Fund (DP-A) is a index funds equity fund and has delivered an annualised return of 11.5% over a period of 21 years .The fund was previously known as UTI Nifty DP.The fund is managed by UTI Asset Management Co Ltd.The fund manager’s name is Sharwan Kumar Goyal.
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. However, there is no assurance that the objective of the scheme will be realized.
The UTI Nifty Index Fund (DP-A) fund was launched on Mar 06, 2000. The NAV (Net Asset Value) of this index funds equity as of 2021-01-20 is ₹ 48.6877. The total AUM (Asset Under Management) of the fund as of 2021-01-21 is ₹ 3173.341. The category risk of the UTI Nifty Index Fund (DP-A) fund is Moderately High risk. The fund charges 0.14 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 100.3% in this asset class. The top three holdings of the fund are reliance industries ltd,hdfc bank ltd and infosys ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 (DP-A) has a score of 5 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, UTI Nifty Index Fund (DP-A) has a score of 4 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.