UTI Nifty 50 Index Fund Direct dividend reinvestment

Equity • Index • Direct dividend reinvestment

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Index

Direct dividend reinvestment

Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 03 Sep 2025
₹86.9
+0.5502% (0.50)
AUM
₹23,731 Cr
Expense ratio
0.19%
Benchmark
Nifty 50
Fund Plan
Annually
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold anytime

0%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

37.86%
Consumer Cyclical

Consumer Cyclical

11.32%
Energy

Energy

10.55%
Technology

Technology

10.45%
Consumer Defensive

Consumer Defensive

6.75%

Fund House

UTI

UTI

Inc: 19 Sep 1986 • Total AUM: ₹2,08,116 Cr • Rank #8
UTI Mutual Fund, started in 2003, has State Bank of India, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank as its sponsors. The fund house is headed by Imtaiyazur Rahman as the CEO. As of 31 March 2024, it has an AUM of ₹3,01,551 Cr. UTI MF has more than 1.2 crore Investor folios.

Fund Managers

Sharwan Kumar Goyal

Experience: 7.08 yrs • Total AUM: 4,37,793 Cr

Ayush Jain

Experience: 3.34 yrs • Total AUM: 3,47,994 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

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Expense ratio
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Tracking error
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Expense ratio
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Tracking error
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UTI Nifty 50 Index Fund

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Expense ratio
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Tracking error
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SBI Nifty Index Fund

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13.13%
Expense ratio
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Tracking error
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Expense ratio
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.