UTI Nifty 500 Index Fund Direct Growth

UTI Nifty 500 Index Fund Direct Growth
Very High Risk
Launch date10 Aug 2026
Allotment date27 Aug 2026
End date24 Aug 2026
NAV₹10.00
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Exit load
10 Aug 2026
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Expense ratio, exit load and taxExpense ratio: --Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implication--
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementSharwan Kumar Goyal
Aug 2026 - Present
View details
Education
Mr.Goyal is B.Com, CFA and MMS.
Experience
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Also manages these schemes
UTI Gold ETF FoF Direct Growth
UTI BSE Sensex Index Fund Direct Growth
UTI Nifty200 Quality 30 Index Fund Direct Growth
UTI Nifty Next 50 Index Fund Direct Growth
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth
UTI BSE Housing Index Fund Direct Growth
UTI NIFTY50 Equal Weight Index Fund Direct Growth
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth
UTI Nifty 500 Value 50 Index Fund Direct Growth
UTI Silver ETF FoF Direct Growth
UTI Nifty Private Bank Index Fund Direct Growth
UTI Nifty India Manufacturing Index Fund Direct Growth
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth
UTI Multi Asset Allocation Fund Direct Growth
UTI Nifty500 Shariah Index Fund Direct Growth
UTI Nifty Midcap 150 Index Fund Direct Growth
UTI Quant Fund Direct Growth
UTI BSE Low Volatility Index Fund Direct Growth
UTI Arbitrage Fund Direct Growth
UTI Nifty200 Momentum 30 Index Fund Direct Growth
UTI Nifty 50 Index Fund Direct Growth
Ayush Jain
Aug 2026 - Present
View details
Education
Mr. Jain is B.Com, C.A and CFA (level 1).
Experience
Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
Also manages these schemes
UTI Gold ETF FoF Direct Growth
UTI BSE Sensex Index Fund Direct Growth
UTI Nifty200 Quality 30 Index Fund Direct Growth
UTI Nifty Next 50 Index Fund Direct Growth
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth
UTI BSE Housing Index Fund Direct Growth
UTI NIFTY50 Equal Weight Index Fund Direct Growth
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth
UTI Nifty500 Shariah Index Fund Direct Growth
UTI Nifty Midcap 150 Index Fund Direct Growth
UTI BSE Low Volatility Index Fund Direct Growth
UTI Nifty 500 Value 50 Index Fund Direct Growth
UTI Nifty200 Momentum 30 Index Fund Direct Growth
UTI Silver ETF FoF Direct Growth
UTI Nifty Private Bank Index Fund Direct Growth
UTI Nifty 50 Index Fund Direct Growth
UTI Nifty India Manufacturing Index Fund Direct Growth
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth
Fund house & investment objective
UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM₹3,93,467.45Cr
Date of Incorporation14 Nov 2002
    UTI Nifty 500 Index Fund Direct Growth is a -- 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 500 Index Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹3,93,467 Cr and     the Latest NAV as of 10 Aug 2026 is ₹10.00.  

    The UTI Nifty 500 Index Fund Direct Growth is rated Very High risk.     Minimum SIP Investment is set to ₹500.     Minimum Lumpsum Investment is ₹1,000.     
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Investment ObjectiveThe Scheme seeks to generate provide returns that, before expenses, correspond to the total return of the securities as represented by the underlying index, subject to tracking error. 
 
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Fund benchmarkNIFTY 500 Total Return Index
Scheme Information Document(SID)
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
--
Website
www.utimf.com
Peer ComparisonFund nameRating1Y3YFund Size(Cr)
Franklin India Mid Cap Fund Direct Growth
2
7.3%18.5%12,489.74
Nippon India Small Cap Fund Direct Growth
4
11.6%17.7%78,407.03
Franklin India Small Cap Fund Direct Growth
3
8.7%15.8%14,336.42
HDFC Small Cap Fund Direct Growth
3
3.2%14.0%40,416.80
Franklin India Technology Fund Direct Growth
--
-1.9%11.6%1,583.05

Rank (total assets)	#8 in India
Total AUM	₹3,93,467.45Cr

Date of Incorporation	14 Nov 2002

Fund benchmark	NIFTY 500 Total Return Index

Fund name	Rating	1Y	3Y	Fund Size(Cr)
Franklin India Mid Cap Fund Direct Growth	2	7.3%	18.5%	12,489.74
Nippon India Small Cap Fund Direct Growth	4	11.6%	17.7%	78,407.03
Franklin India Small Cap Fund Direct Growth	3	8.7%	15.8%	14,336.42
HDFC Small Cap Fund Direct Growth	3	3.2%	14.0%	40,416.80
Franklin India Technology Fund Direct Growth	--	-1.9%	11.6%	1,583.05