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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
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