UTI Nifty 50 Index Fund Plan Growth

UTI Nifty 50 Index Fund Plan Growth

+8.98%
3Y annualised
+0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 06 Aug '26
₹170.82
Min. for SIP
₹500
Fund size (AUM)
₹28,685.14 Cr
Expense ratio
0.37%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,253
+0.42%
3 years₹1,80,000₹1,92,016
+6.68%
5 years₹3,00,000₹3,65,572
+21.86%
10 years₹6,00,000₹10,94,558
+82.43%

Holdings (51)

NameSectorInstrumentsAssets
HDFC Bank LtdFinancialEquity10.24%
ICICI Bank LtdFinancialEquity9.19%
Reliance Industries LtdEnergy & UtilitiesEquity7.90%
Bharti Airtel LtdTechnologyEquity5.36%
Larsen & Toubro LtdIndustrialsEquity4.12%
State Bank of IndiaFinancialEquity3.79%
Infosys LtdTechnologyEquity3.54%
Axis Bank LtdFinancialEquity3.16%
Bajaj Finance LtdFinancialEquity2.73%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity2.71%
Kotak Mahindra Bank LtdFinancialEquity2.57%
ITC LtdConsumer StaplesEquity2.42%
Tata Consultancy Services LtdTechnologyEquity2.16%
Zomato LtdTechnologyEquity1.95%
Sun Pharmaceutical Industries LtdHealthcareEquity1.88%
Titan Company LtdConsumer DiscretionaryEquity1.80%
Hindustan Unilever LtdConsumer StaplesEquity1.67%
Maruti Suzuki India LtdConsumer DiscretionaryEquity1.66%
NTPC LtdEnergy & UtilitiesEquity1.47%
Tata Steel LtdMaterialsEquity1.40%
Shriram Transport Finance Company LtdFinancialEquity1.31%
HCL Technologies LtdTechnologyEquity1.27%
Hindalco Industries LtdMaterialsEquity1.26%
Ultratech Cement LtdMaterialsEquity1.26%
Bharat Electronics LtdIndustrialsEquity1.24%
Power Grid Corporation of India LtdEnergy & UtilitiesEquity1.15%
Bajaj Auto LtdConsumer DiscretionaryEquity1.14%
Adani Ports and Special Economic Zone LtdIndustrialsEquity1.12%
Asian Paints LtdMaterialsEquity1.11%
JSW Steel LtdMaterialsEquity1.06%
Bajaj Finserv LtdFinancialEquity1.05%
Interglobe Aviation LtdIndustrialsEquity1.05%
Grasim Industries LtdMaterialsEquity1.05%
Nestle India LtdConsumer StaplesEquity0.97%
Eicher Motors LtdConsumer DiscretionaryEquity0.96%
Tech Mahindra LtdTechnologyEquity0.94%
Trent LtdConsumer DiscretionaryEquity0.89%
Coal India LtdMaterialsEquity0.89%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity0.84%
Apollo Hospitals Enterprise LtdHealthcareEquity0.82%
Adani Enterprises LtdMaterialsEquity0.78%
SBI Life Insurance Company LtdFinancialEquity0.76%
Jio Financial Services LimitedFinancialEquity0.75%
Cipla LtdHealthcareEquity0.74%
Max Healthcare Institute LtdHealthcareEquity0.73%
Tata Motors LtdConsumer DiscretionaryEquity0.63%
Tata Consumer Products LtdConsumer StaplesEquity0.63%
Dr. Reddy's Laboratories LtdHealthcareEquity0.63%
HDFC Life Insurance Co LtdFinancialEquity0.53%
Wipro LtdTechnologyEquity0.44%
Net Current AssetsUnspecifiedNet Current Assets0.29%
See All

Minimum investments

Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+9.0%+9.6%+11.9%+11.3%
Category average (Equity Large Cap)+15.1%+15.0%+13.2%--
Rank (Equity Large Cap)826034--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Bandhan Large Cap Fund Growth
Bandhan Large Cap Fund Growth
+5.66%+13.49%2,060.88
ICICI Prudential Large Cap Fund Growth
ICICI Prudential Large Cap Fund Growth
+1.58%+12.75%79,420.74
Nippon India Large Cap Fund Growth
Nippon India Large Cap Fund Growth
+2.38%+12.70%53,227.04
DSP Large Cap Fund Growth
DSP Large Cap Fund Growth
+0.61%+11.92%7,190.45
HDFC Large Cap Fund Growth
HDFC Large Cap Fund Growth
+2.88%+10.98%39,023.69
Compare

Fund management

About UTI Nifty 50 Index Fund Plan Growth

UTI Nifty 50 Index Fund Plan Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Sharwan Kumar Goyal is the Current Fund Manager of UTI Nifty 50 Index Fund Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,93,467 Cr and the Latest NAV as of 06 Aug 2026 is ₹170.82. The UTI Nifty 50 Index Fund Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. ;

Investment Objective

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.
Fund benchmarkNIFTY 50 Total Return Index

Fund house

Rank (total assets)#8 in India
Total AUM₹3,93,467.45 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mail--
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,