Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.54%
1 Month-11.33%
3 Months-13.88%
6 Months-9.15%
1 Year-4.27%
3 Years (CAGR)+9.65%
5 Years (CAGR)+9.37%
10 Years (CAGR)+12.17%
Since Inception (Apr 2006)+10.20%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-15.81%
3 Year SIP+0.65%
5 Year SIP+5.58%
Since Inception (Apr 2006)+10.68%
Fund Details
Fund HouseUTI Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹26,681 Cr
Expense Ratio0.32%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code100822
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
UTI Nifty 50 Index Fund - Regular Plan - Growth Option is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
UTI Nifty 50 Index Fund - Regular Plan - Growth Option is a Index Fund mutual fund offered by UTI Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹26,681 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.32%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations