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ETFVery High📊 NIFTY 50 TRI

UTI Nifty 50 ETF · Regular · Growth

UTI Mutual Fund

#189 of 241 (1Y)

NAV

₹266.3150

as of 14 Jul 2026

Expense Ratio

see scheme documents

AUM

₹68,363 Cr

Viewing Regular · Growth
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High

Lumpsum returns (CAGR)

1Y
-3.02%
3Y
+8.34%
5Y
+9.82%
Since Inception
+12.07%

SIP returns (XIRR)

1Y
-3.65%
3Y
+3.79%
5Y
+7.75%
Since Inception
+11.61%

What history actually did — last 10 years (Jul 2016 – Jul 2026)

A ₹5,000 monthly SIP for the last 10 years (Jul 2016 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹10,74,177 today ₹6,00,000 invested, 11.4% XIRR.

₹6,00,000

Invested

₹10,74,177

Value today

11.4%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 10 years (Jul 2016 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹3,07,390 today (11.9% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2016 would still hold ₹19,99,722.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Jul 2016 – Jul 2026) (22 Mar 2020) would be ₹3,30,275 today (3.30×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

-0.11

Sharpe Ratio

Alpha

Beta

-0.11

Sortino

13.60%

Std Dev

-15.09%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 May 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseUTI Mutual Fund
CategoryETF
BenchmarkNIFTY 50 TRI
Launch Date02 Sept 2015
AMFI Code135320

Investment Objective

UTI Nifty 50 ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

UTI Nifty 50 ETF · Regular · Growth is a ETF mutual fund offered by UTI Mutual Fund. The fund has been operational for over 10 years. It manages assets worth ₹68,363 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI.

Who Should Invest?

  • Aggressive investors comfortable with significant short-term volatility
  • Investors with a long-term horizon of 7+ years who can ride out market cycles
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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