UTI Nifty 50 Index Fund - Growth Option- Direct

Fund House: UTI Mutual Fund
Category: Index Fund
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: NIFTY 50 TRI
TER: 0.2% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 24,433.23 Cr As on 31-03-2026(Source:AMFI)
Turn over: 5% | Exit Load: Nil

167.7601

11.92%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
1 Years 2 Months
1 Years 7 Months
8 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The principal investment objective of the scheme is to invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by “passive” investment. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
UTI Nifty 50 Index Fund - Growth Option- Direct 01-01-2013 -0.45 4.44 10.95 11.08 12.88
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 53.35 30.9 32.59 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 43.11 25.48 25.57 16.49 -
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 16-12-2024 38.16 - - - -
Tata Nifty Capital Markets Index Fund - Regular Plan Growth Option 24-10-2024 37.69 - - - -
Motilal Oswal Nifty MidSmall Financial Services Index Fund-Regular Plan-Growth 29-10-2024 28.52 - - - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 28.12 - - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 27.86 - - - -
SBI BSE PSU BANK INDEX FUND- Regular Plan- Growth 25-03-2025 27.78 - - - -
ICICI Prudential Nifty200 Value 30 Index Fund - Growth 17-10-2024 25.15 - - - -

Scheme Characteristics

Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.05%

Large Cap

100.0%

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