UTI Nifty200 Quality 30 Index Fund Direct Growth

Equity
Large & MidCap
Very High Risk
1M
All
NAV: 14 Jan 2025₹8.70
Min. SIP amount₹500
RatingNA
Fund size₹247.70Cr

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 & MidCap
Absolute returns
3M3M6MAll
Fund returns-8.9%-8.9%NA-10.8%
Category averageNANANANA
Rank with in category3434NANA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
Consumer StaplesEquity5.09%
Consumer StaplesEquity5.07%
TechnologyEquity5.07%
Consumer StaplesEquity5.01%
TechnologyEquity4.95%
TechnologyEquity4.93%
EnergyEquity4.88%
Consumer StaplesEquity4.38%
ChemicalsEquity4.23%
Consumer StaplesEquity4.17%
Capital GoodsEquity4.09%
AutomobileEquity3.93%
Capital GoodsEquity3.25%
TechnologyEquity3.08%
EnergyEquity2.95%
AutomobileEquity2.71%
Consumer StaplesEquity2.70%
FinancialEquity2.67%
TechnologyEquity2.67%
TextilesEquity2.60%
Capital GoodsEquity2.52%
ChemicalsEquity2.50%
ServicesEquity2.43%
Capital GoodsEquity2.36%
TechnologyEquity2.34%
Capital GoodsEquity2.23%
TechnologyEquity2.18%
TechnologyEquity2.05%
Consumer StaplesEquity1.83%
EnergyEquity1.38%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Exit load is zero

Cons

Higher expense ratio: 0.43%

Expense ratio, exit load and tax

Expense ratio: 0.43%

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 investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

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
Stock Holding Corp. of India Ltd.
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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