UTI NIFTY50 Equal Weight Index Fund - Growth - Direct Plan

NAV 13.14(-0.02%)
Feb 19, 2025
UTI NIFTY50 Equal Weight Index Fund - Growth - Direct Plan
AUM
₹91 Cr
Expense (%)
0.61
Turnover (%)
37.03
Benchmark
NIFTY 50 - TRI
Asset Quality
Large, Green
Differs from benchmark (%)
55.49

3Yr Rolling Returns(%)

Benchmark# : undefined
                                                                                                                                                            Benchmark# is
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Top 10 Holdings

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FAQ : UTI NIFTY50 Equal Weight Index Fund - Growth - Direct Plan

UTI NIFTY50 Equal Weight Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 8.41 N/A N/A N/A
Average Rolling Returns(%) 30.90 N/A N/A N/A

The Current NAV of UTI NIFTY50 Equal Weight Index Fund - Growth - Direct Plan is ₹13.14.

It is better to invest in a fund with a longer track record as UTI NIFTY50 Equal Weight Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.

UTI NIFTY50 Equal Weight Index Fund - Growth - Direct Plan fund’s expense ratio is 0.61%

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 NIFTY50 Equal Weight Index Fund - Growth - Direct Plan is currently ₹91 Crores.

The Top three stocks are Bajaj Finance, Tata Consumer Produc and Maruti Suzuki and account for 7% of its portfolio. Top 5 and 10 stocks of fund account for 11% and 22% of fund’s portfolio respectively.

Top three sectors of UTI NIFTY50 Equal Weight Index Fund - Growth - Direct Plan fund are BFSI, Auto and IT accounting for 44% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green 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 NIFTY50 Equal Weight Index Fund - Growth - Direct Plan Fund is Index Funds - Other.

Sharwan Kumar Goyal and Ayush Jain manage the UTI NIFTY50 Equal Weight Index Fund - Growth - Direct Plan Fund.

UTI NIFTY50 Equal Weight Index Fund - Growth - Direct Plan current PE ratio is 36.94 and PB ratio is 7.57

The asset allocation of UTI NIFTY50 Equal Weight Index Fund - Growth - Direct Plan is Stocks : 99.80%, Debt : 0.20% and Gold : 0%

The minimum SIP amount for UTI NIFTY50 Equal Weight Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00

The exit load for UTI NIFTY50 Equal Weight Index Fund - Growth - Direct Plan is Nil

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