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NAV as of ( Sep 09, 2022 )
₹ 121.07 0.19 % 1-D Change
Returns
12.87% p.a.
You get upto 0.1% extra returns
ET Money's Fund Report Card - UTI Nifty 50 Index Fund
Sorry ! A report card is not available for this scheme since this scheme is a passively managed index scheme.
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
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Scheme Details
| ET Money Rank | Not yet ranked |
| VRO Rating | |
| Expense ratio | 0.21% As on Jul 31, 2022 |
| Exit Load | 0% |
| AUM (Fund Size) | ₹ 8,529 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | Nifty 50 Total Return |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 5000 |
About UTI Nifty 50 Index Fund
UTI Nifty 50 Index Fund Direct-Growth is a Large Cap mutual fund scheme from
Uti Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. UTI Nifty 50 Index Fund Direct-Growth has ₹8,529 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.21%, which is less than what most other
Large Cap
funds charge.
.....
- UTI Nifty 50 Index Fund Direct-Growth returns of last 1-year are 3.83%. Since launch, it has delivered 12.89% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- UTI Nifty 50 Index Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
- The fund has the majority of its money invested in Financial, Energy, Technology, Consumer Staples, Automobile sectors. It has taken less exposure in Financial, Energy sectors compared to other funds in the category.
- The fund's top 5 holdings are in Reliance Industries Ltd., HDFC Bank Ltd., ICICI Bank Ltd., Infosys Ltd., Housing Development Finance Corpn. Ltd..
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Investment Returns Calculator
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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. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 100.09%
Mid Cap 0%
Small Cap 0%
Other Cap 0%
Allocation by Sector
Financial 35.55%
Energy 14.8%
Technology 14.23%
Consumer Staples 8.75%
Top Debt Holdings
Clearing Corporation of India 0.01%
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Short Term Deposit 0.01%
Other Holdings
Bifurcation by Holding is not available for this fund
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with large cap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Canara Robeco Bluechip Equity Fund | 14.89% | ||
| Nippon India Index S&P BSE Sensex | 14.21% | ||
| Axis Bluechip Fund | 14.15% | ||
| HDFC Index S&P BSE Sensex Fund | 14.13% | ||
| Tata S&P BSE Sensex Index Fund | 14.07% | ||
| Kotak Bluechip Fund | 13.41% | ||
| ICICI Prudential Bluechip Fund | 12.91% | ||
| Invesco India Largecap Fund | 12.96% | ||
| Franklin India NSE Nifty 50 Index | 12.62% | ||
| Nippon India Large Cap Fund | 13.04% | ||
| Baroda BNP Paribas Large Cap Fund | 12.76% | ||
| Nippon India Index Nifty 50 | 13.03% | ||
| UTI Nifty 50 Index Fund | 13.15% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 0.82% | 2% | 55 / 72 |
| 3 months | 13.53% | 15.22% | 47 / 69 |
| 6 months | 6.59% | 7.69% | 49 / 68 |
| 1 year | 3.91% | 4.09% | 18 / 55 |
| 3 years | 18.58% | 18.74% | 21 / 40 |
| 5 years | 13.15% | 12.48% | 10 / 33 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
UTI Nifty 50 Index Fund
EQUITY LARGE CAP
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.
- Std. Dev : 22.15
- Alpha : -0.97
- Beta : 1.0
- Sharpe : 0.72
- Sortino : 0.84
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Sharwan Kumar Goyal
Mr.Goyal is B.Com, CFA and MMS.
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
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Ayush Jain
Mr. Jain is B.Com, C.A and CFA (level 1).
Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
UTI Mutual Fund
TOTAL AUM:
₹2,24,279 Crs
As on Jun 30, 2022
- Phone: 0263 2296993
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Address: 1st Floor, Signature, Office No.103
Valsad Dharampur Road
Mumbai, 396001
