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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(%) | 32.4 | 14.51 | 18.52 | 14.96 |
Average Rolling Returns(%) | 15.61 | 13.84 | 12.05 | 11.00 |
The Current NAV of UTI Nifty 50 Index Fund - Regular Plan - Growth is ₹168.62.
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 0.25%
The process for redemption is
The AUM of UTI Nifty 50 Index Fund - Regular Plan - Growth is currently ₹20,432 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 28% of its portfolio. Top 5 and 10 stocks of fund account for 38% and 55% 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 56% 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 36.96 and PB ratio is 7.51
The asset allocation of UTI Nifty 50 Index Fund - Regular Plan - Growth is Stocks : 100.07%, Debt : -0.07% and Gold : 0%
The minimum SIP amount for UTI Nifty 50 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for UTI Nifty 50 Index Fund - Regular Plan - Growth is Nil