FAQ : UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth

UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth is ₹17.49.

It is better to invest in a fund with a longer track record as UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark , as the Funds portfolio is similar to its benchmark.

UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth fund’s expense ratio is 1.00%

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 500 Value 50 Index Fund - Regular Plan - Growth is currently ₹176 Crores.

The Top three stocks are ONGC, Power Grid Corp and Coal India and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 48% of fund’s portfolio respectively.

Top three sectors of UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth fund are BFSI, Metals & Mining and Oil & Gas accounting for 71% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other 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 500 Value 50 Index Fund - Regular Plan - Growth Fund is Index Funds - Other.

Sharwan Kumar Goyal and Ayush Jain manage the UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Fund.

UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth current PE ratio is 14.30 and PB ratio is 1.74

The asset allocation of UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth is Stocks : 100.01%, Debt : -0.01% and Gold : 0%

The minimum SIP amount for UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth is Nil

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