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Index FundregulargrowthVery High📊 Nifty500 Shariah TRI

UTI Nifty500 Shariah Index Fund - Regular Plan Growth Option

UTI Mutual Fund

₹10.0434

0.10 (-0.97%)

NAV as of 29 May 2026

Option:Growth₹10.0434Growth₹10.0554
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High

Today's NAV — all variants

Regular · Growth

₹₹10.0434

0.10 (-0.97%)

29 May 2026

AMFI: 154198

Direct · Growth

₹₹10.0554

0.10 (-0.97%)

29 May 2026

AMFI: 154197

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.98%
1 Month+2.45%
3 Months+0.49%
6 Months
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Feb 2026)+0.49%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Feb 2026)+18.30%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,500

Invested

₹1,562

Value today

28.8%

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

₹1,004

Value today

1.7%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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

₹6,15,004

Value today

+2.1%

vs lumpsum

STP beat direct lumpsum by 2.1% — reduced timing risk paid off

Model your own STP with real NAV

Fund Details

Fund HouseUTI Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹24.8 Cr
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNifty500 Shariah TRI
Launch Date23 Feb 2026
AMFI Code154198

Portfolio Strategy

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

Tracks:Nifty500 Shariah 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 Nifty500 Shariah 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 Nifty500 Shariah Index Fund - Regular Plan Growth Option is a Index Fund mutual fund offered by UTI Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹24.8 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty500 Shariah 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