Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.19 | 36.98 | 1.70 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.57 | 45.19 | 1.45 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY 50 - TRI |
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
UTI Nifty 50 Index Fund | 29.20% | 12.82% | 13.93% |
HDFC Index Fund-NIFTY 50 Plan | 29.15% | 12.79% | 14.06% |
ICICI Pru Nifty 50 Index Fund | 29.12% | 12.79% | 14.00% |
SBI Nifty Index Fund | 29.21% | 12.83% | 13.63% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
11.34 %
Holdings
8.65 %
Holdings
7.74 %
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
64
Total AUM
₹ 2,12,264.93 Cr.
Sharwan Kumar Goyal
AUM: ₹44,274.45 Cr.
|
Exp: 10yrs
Ayush Jain
AUM: ₹38,249.08 Cr.
|
Exp: 4yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
UTI Nifty 50 Index Fund
1 day ago•UTI Mutual Fund
Battle of Index Funds: ICICI Prudential Nifty 50 vs. UTI Nifty 50 - Which One to Choose?
11 months ago•Invest with S K Singh
Why Invest In Index Funds? UTI Nifty 50 Index fund vs. ICICI nifty 50 index fund
1 year ago•Invest with S K Singh
Index Funds | Top 3 Index Mutual Funds 2021 | Nifty Index | Sensex Index | Nifty Next 50 Index
3 years ago•ZFunds
Top 3 UTI Mutual Fund 2021 | UTI Equity Fund | UTI Midcap Fund | UTI Nifty Index Fund
3 years ago•ZFunds
B Wealthy Help LIVE #Episode9 : Debt funds for SWP. Taxation in MF.
3 years ago•B Wealthy
Top 3 Best Index Fund 2021 I High Return In This Market Fall !
3 years ago•Banking Mastery
Understand What are Index Funds? - Invest in UTI Index Funds
4 years ago•UTI Mutual Fund
Similarities and Differences between Index Funds and Exchange Traded Funds (ETFs)
4 years ago•UTI Mutual Fund
Top 3 Nifty 50 Index Mutual Fund to invest after Corona virus market crash 2020 | Coronavirus
4 years ago•Time To Invest
Returns
Fund has been able to generate better returns compared to other funds in the same category