UTI Nifty 50 Index Fund Regular Plan Growth

Equity
Large Cap
Very High Risk
10.84%
3Y annualised
-1.32% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Feb 2025₹157.59
Min. SIP amountNot Supported
Rating3
Fund size₹20,350.62Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.8%10.8%14.7%11.7%
Category average6.3%12.1%15.2%NA
Rank with in category837153NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
8.2%17.3%35,667.30
4
5.8%15.0%38,683.63
5
8.4%14.9%63,296.96
5
0.8%13.1%490.70
4
7.7%11.6%1,726.23

Holdings (51)

NameSectorInstrumentAssets
FinancialEquity12.23%
FinancialEquity8.37%
EnergyEquity8.13%
TechnologyEquity6.41%
CommunicationEquity4.13%
TechnologyEquity3.98%
ConstructionEquity3.98%
Consumer StaplesEquity3.94%
FinancialEquity2.82%
FinancialEquity2.66%
FinancialEquity2.64%
AutomobileEquity2.51%
FinancialEquity2.09%
Consumer StaplesEquity2.07%
HealthcareEquity1.78%
TechnologyEquity1.73%
AutomobileEquity1.53%
EnergyEquity1.45%
AutomobileEquity1.42%
Consumer DiscretionaryEquity1.37%
EnergyEquity1.29%
ConstructionEquity1.24%
ServicesEquity1.21%
Metals & MiningEquity1.06%
TechnologyEquity1.01%
Capital GoodsEquity0.99%
ChemicalsEquity0.98%
EnergyEquity0.96%
AutomobileEquity0.93%
FinancialEquity0.90%
ConstructionEquity0.88%
Metals & MiningEquity0.86%
EnergyEquity0.85%
TechnologyEquity0.84%
Metals & MiningEquity0.82%
Consumer StaplesEquity0.78%
HealthcareEquity0.77%
ServicesEquity0.77%
FinancialEquity0.72%
HealthcareEquity0.70%
AutomobileEquity0.68%
HealthcareEquity0.65%
InsuranceEquity0.65%
Consumer StaplesEquity0.63%
InsuranceEquity0.63%
FinancialEquity0.62%
Consumer StaplesEquity0.57%
ServicesEquity0.54%
AutomobileEquity0.53%
EnergyEquity0.48%
ServicesEquity0.14%
See All

Expense ratio, exit load and tax

Expense ratio: 0.25%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Deepesh Agarwal
May 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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UTI Nifty 50 Index Fund Regular Plan Growth
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