3 Year return
14.49%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹19626.32 Cr.
Expense Ratio
0.19% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
UTI Mutual Fund Managers
SG
Sharwan Kumar Goyal
Fund Manager since Sep 2024
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
ICICI Prudential Nifty Next 50 Index Fund |
21.19% |
0 |
LIC MF Nifty Next 50 Index Fund |
21.22% |
0 |
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan Growth |
18.39% |
0 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
About UTI Nifty 50 Index Fund Growth Direct
UTI Nifty 50 Index Fund Growth Direct is an open-ended index mutual fund plan from UTI Mutual Fund. The fund invests in stocks aimed at tracking/replicating the performance of the Nifty 50 Index. The Nifty 50 Index comprises the leading 50 large-cap companies that are listed on the NSE (National Stock Exchange) of India.
Investment Objective of the Scheme
The main investment objective of UTI Nifty 50 Index Fund Growth Direct is to achieve returns that closely align with the total returns of the Nifty 50 Index, and this is subject to tracking errors. As this fund follows a passive investment plan, it aims to minimise the return differential between the underlying Nifty 50 Index and the fund. Additionally, since the fund tries to capture the performance of the most liquid and largest Indian companies, it affords investors the chance to participate in the general growth of the Indian markets.
Key Features of The Fund
5-year return | 16.67% |
Expense Ratio | 0.19% |
Fund Manager | Sharwan Kumar Goyal |
Fund Size | ₹19626.32 Cr |
Risk Profile | Very High |
Is This Scheme Good for Me?
If you are an investor with the mindset of passive investment in a diversified collection of large-cap equities, without the requirement of any active selection of stocks, you may consider investing in the UTI Nifty 50 Index Fund Growth Direct. Something to note before you invest is that you must make it a point to assess your unique financial goals to choose the right investment avenues.
AMC Contact Details
Name | UTI Mutual Fund |
Launch Date | January 2003 |
Addresss | First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049. |
Contact | 1800 266 1230 (+91) 022 6227 8000 022 – 68990800 |
service@uti.co.in | |
Website | https://www.utimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of UTI Nifty 50 Index Fund?
What is the AUM of UTI Nifty 50 Index Fund?
What is the expense ratio of UTI Nifty 50 Index Fund?
What are the returns of UTI Nifty 50 Index Fund since inception?
What is the minimum SIP amount to invest in UTI Nifty 50 Index Fund?
How do I invest in UTI Nifty 50 Index Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in UTI Nifty 50 Index Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in UTI Nifty 50 Index Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in UTI Nifty 50 Index Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.