UTI Nifty 50 Index Fund Plan Growth

UTI Nifty 50 Index Fund Plan Growth

+11.41%
3Y annualised
-2.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Mar '26
₹159.50
Min. for SIP
Not Supported
Fund size
₹26,681.34 Cr
Expense ratio
0.32%

Holdings (50)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity11.83%
ICICI Bank Ltd.FinancialEquity8.58%
Reliance Industries Ltd.EnergyEquity8.20%
Bharti Airtel Ltd.CommunicationEquity4.56%
Larsen & Toubro Ltd.ConstructionEquity4.38%
State Bank of IndiaFinancialEquity4.34%
Infosys Ltd.TechnologyEquity3.97%
Axis Bank Ltd.FinancialEquity3.45%
Kotak Mahindra Bank Ltd.FinancialEquity2.66%
Mahindra & Mahindra Ltd.AutomobileEquity2.64%
ITC Ltd.Consumer StaplesEquity2.63%
Tata Consultancy Services Ltd.TechnologyEquity2.35%
Bajaj Finance Ltd.FinancialEquity2.30%
Hindustan Unilever Ltd.Consumer StaplesEquity1.81%
Maruti Suzuki India Ltd.AutomobileEquity1.70%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.60%
NTPC Ltd.EnergyEquity1.58%
Titan Company Ltd.Consumer DiscretionaryEquity1.56%
Eternal Ltd.ServicesEquity1.54%
Tata Steel Ltd.Metals & MiningEquity1.53%
Bharat Electronics Ltd.Capital GoodsEquity1.39%
Shriram Finance LtdFinancialEquity1.32%
Ultratech Cement Ltd.ConstructionEquity1.31%
HCL Technologies Ltd.TechnologyEquity1.28%
Power Grid Corporation Of India Ltd.EnergyEquity1.18%
Hindalco Industries Ltd.Metals & MiningEquity1.17%
JSW Steel Ltd.Metals & MiningEquity1.03%
Bajaj Finserv Ltd.FinancialEquity0.99%
Adani Ports and Special Economic Zone Ltd.ServicesEquity0.98%
Bajaj Auto Ltd.AutomobileEquity0.96%
Eicher Motors Ltd.AutomobileEquity0.96%
Interglobe Aviation Ltd.ServicesEquity0.95%
Oil And Natural Gas Corporation Ltd.EnergyEquity0.95%
Asian Paints Ltd.ChemicalsEquity0.94%
Grasim Industries Ltd.ConstructionEquity0.93%
Coal India Ltd.EnergyEquity0.85%
Nestle India Ltd.Consumer StaplesEquity0.81%
SBI Life Insurance Company Ltd.InsuranceEquity0.80%
Trent Ltd.ServicesEquity0.75%
Tech Mahindra Ltd.TechnologyEquity0.75%
JIO Financial Services Ltd.FinancialEquity0.73%
Max Healthcare Institute Ltd.HealthcareEquity0.71%
Apollo Hospitals Enterprise Ltd.HealthcareEquity0.70%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity0.70%
Dr. Reddy's Laboratories Ltd.HealthcareEquity0.68%
HDFC Life Insurance Co Ltd.InsuranceEquity0.67%
Cipla Ltd.HealthcareEquity0.66%
Tata Consumer Products Ltd.Consumer StaplesEquity0.65%
Wipro Ltd.TechnologyEquity0.50%
Adani Enterprises Ltd.ServicesEquity0.49%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+11.4%+9.9%+12.9%+11.2%
Category average (Equity Large Cap)+15.1%+15.0%+13.2%--
Rank (Equity Large Cap)885930--

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

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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 ₹3,96,376 Cr and the Latest NAV as of 13 Mar 2026 is ₹159.50. The UTI Nifty 50 Index Fund Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. ;

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₹3,96,376.13 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,