FAQ : UTI Nifty 50 Index Fund - Regular Plan - Growth

UTI Nifty 50 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 23.91 17.79 15.89 11.51
Average Rolling Returns(%) 14.59 13.62 11.71 10.84

The Current NAV of UTI Nifty 50 Index Fund - Regular Plan - Growth is ₹150.41.

You can consider SIP in UTI Nifty 50 Index Fund - Regular Plan - Growth as it has consistently outperformed the benchmark and has a Very good quality portfolio. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

UTI Nifty 50 Index Fund - Regular Plan - Growth fund’s expense ratio is 0.41%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of UTI Nifty 50 Index Fund - Regular Plan - Growth is currently ₹15,301 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 29% of its portfolio. Top 5 and 10 stocks of fund account for 40% and 57% of fund’s portfolio respectively.

Top three sectors of UTI Nifty 50 Index Fund - Regular Plan - Growth fund are BFSI, IT and Oil & Gas accounting for 59% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Nifty it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of UTI Nifty 50 Index Fund - Regular Plan - Growth Fund is Index Funds - Nifty.

Sharwan Kumar Goyal and Ayush Jain manage the UTI Nifty 50 Index Fund - Regular Plan - Growth Fund.

UTI Nifty 50 Index Fund - Regular Plan - Growth current PE ratio is 32.01 and PB ratio is 6.27

The asset allocation of UTI Nifty 50 Index Fund - Regular Plan - Growth is Stocks : 100%, Debt : -0.01% and Gold : 0%

The minimum SIP amount for UTI Nifty 50 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for UTI Nifty 50 Index Fund - Regular Plan - Growth is Nil

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