What is the current price / NAV of UTI Nifty500 Shariah Index Fund?
The current NAV of UTI Nifty500 Shariah Index Fund is ₹9.83, as of 2nd March 2026.What is the volatility or standard deviation of UTI Nifty500 Shariah Index Fund?
The volatility or standard deviation for the UTI Nifty500 Shariah Index Fund is 12.64
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of UTI Nifty500 Shariah Index Fund?
The Sharpe ratio for the UTI Nifty500 Shariah Index Fund is -4.72
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of UTI Nifty500 Shariah Index Fund?
The Sortino Ratio for the UTI Nifty500 Shariah Index Fund is -0.43
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
LowStay at ease, amongst the lower risk funds
Cost
AvgMarket standard costs, nothing exciting
Composition
AvgAverage allocation strategy, nothing exciting
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
UTI Nifty500 Shariah Index Fund Direct Growth
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
LowStay at ease, amongst the lower risk funds
Cost
AvgMarket standard costs, nothing exciting
Composition
AvgAverage allocation strategy, nothing exciting
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
UTI Nifty500 Shariah Index Fund Performance & Key Metrics
UTI Nifty500 Shariah Index Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| — | — | -4.72 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.58 | 25.58 | 0.65 |
UTI Nifty500 Shariah Index Fund Scheme InfoUTI Nifty500 Shariah Index Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| Nifty500 Shariah - TRI |
About Index Fund
About Index Fund
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.
UTI Nifty500 Shariah Index Fund Peers
UTI Nifty500 Shariah Index Fund Peers & Comparison
EquityIndex Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Nifty500 Shariah Index Fund | — | — | — |
| HDFC Nifty 50 Index Fund | 13.37% | 13.83% | 12.54% |
| ICICI Pru Nifty 50 Index Fund | 13.36% | 13.82% | 12.49% |
| SBI Nifty Index Fund | 13.34% | 13.84% | 12.16% |
UTI Nifty500 Shariah Index Fund Returns Comparison
Compare UTI Nifty500 Shariah Index Fund with any MF, ETF, stock or index
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UTI Nifty500 Shariah Index Fund Asset Allocation
UTI Nifty500 Shariah Index Fund Asset Allocation
Actual
Target
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UTI Nifty500 Shariah Index Fund Sector Distribution
UTI Nifty500 Shariah Index Fund Sector Distribution
Hmm, looks like data is currently unavailable. Once it’s updated, you can view it hereUTI Nifty500 Shariah Index Fund Sector Weightage
UTI Nifty500 Shariah Index Fund Sector Weightage
Hmm, looks like data is currently unavailable. Once it’s updated, you can view it hereCurrent Holdings
Hmm, looks like data is currently unavailable. Once it’s updated, you can view it hereAMC Profile of UTI Nifty500 Shariah Index Fund
AMC Profile of UTI Nifty500 Shariah Index Fund
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.
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
72
Total AUM
₹ 2,55,145.01 Cr.
UTI Nifty500 Shariah Index Fund Manager Details
UTI Nifty500 Shariah Index Fund Manager Details
UTI Nifty500 Shariah Index Fund Manager Profile
UTI Nifty500 Shariah Index Fund Manager Profile
Sharwan Kumar Goyal
AUM: ₹64,913.86 Cr.
|
Exp: 10yrs
Ayush Jain
AUM: ₹45,432.93 Cr.
|
Exp: 4yrs
UTI Nifty500 Shariah Index Fund Manager Performance (0)
UTI Nifty500 Shariah Index Fund Manager Performance (0)
UTI Nifty500 Shariah Index Fund Tax Implications
UTI Nifty500 Shariah Index Fund Tax Implications
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
UTI Nifty500 Shariah Index Fund Review & Opinions
UTI Nifty500 Shariah Index Fund Review & Opinions
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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%