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Index FundregulargrowthVery High📊 NIFTY 50 TRI

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

UTI Mutual Fund

#159 of 242 (1Y)

₹162.4137

2.45 (-1.49%)

NAV as of 29 May 2026

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Riskometer
Very High

Today's NAV — all variants

Regular · Growth

₹₹162.4137

2.45 (-1.49%)

29 May 2026

AMFI: 100822

Direct · Growth

₹₹164.8682

2.49 (-1.49%)

29 May 2026

AMFI: 120716

Regular · IDCW

₹₹81.8238

1.23 (-1.49%)

29 May 2026

AMFI: 100823

Direct · IDCW

₹₹83.0629

1.25 (-1.49%)

29 May 2026

AMFI: 120717

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.36%
1 Month-2.60%
3 Months-7.19%
6 Months-8.92%
1 Year-2.78%
3 Years (CAGR)+9.79%
5 Years (CAGR)+10.26%
10 Years (CAGR)
Since Inception (Feb 2000)+11.24%

Returns calculated from 06 December 2019 onwards due to a structural change in the scheme on that date. Pre-2019 NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-7.64%
3 Year SIP+3.38%
5 Year SIP+7.35%
Since Inception (Feb 2000)+12.35%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,57,500

Invested

₹10,41,251

Value today

12.8%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹16,241

Value today

11.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹15,75,000

Withdrawn

₹58,28,856

Corpus left

+₹64,03,856 net gain — withdrew ₹15,75,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,18,03,564

Value today

+21.1%

vs lumpsum

STP beat direct lumpsum by 21.1% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,25,050

Value today

3.3×

Multiple

Staying invested through that crash turned ₹1L into ₹3,25,050 — a 3.3× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹57,008

Regular plan

₹99,305

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseUTI Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹26,334 Cr
Expense Ratio0.32%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 50 TRI
Launch Date25 Feb 2000
AMFI Code100822

Risk Metrics

Trailing 1 year, annualised

-0.43

Sharpe Ratio

Alpha

Beta

-0.43

Sortino

13.51%

Std Dev

-15.15%

Max Drawdown

Portfolio Strategy

This is a passively managed index fund that replicates its benchmark index by holding the same securities in the same proportion.

Tracks:NIFTY 50 TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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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 26 years. It manages assets worth ₹26,334 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI. The current expense ratio is 0.32%.

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