UTI-Nifty50 Equal Weight Index Fund – Direct Growth

₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.45 %
Expense Ratio
Rating
36
Fund Size (in Cr)
1 Year
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 3.8%
Category Average 9.1% 20.5% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
2.22%
2.19%
Others
89.25%
View all Holdings
Holdings Sector Instrument Asset
Cipla Pharmaceuticals Equity 2.22%
NTPC Power Generation & Distribution Equity 2.19%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.12%
Dr Reddy's Labs Pharmaceuticals Equity 2.11%
Sun Pharma.Inds. Pharmaceuticals Equity 2.11%
O N G C Crude Oil & Natural Gas Equity 2.09%
Hindalco Inds. Non Ferrous Metals Equity 2.08%
Adani Ports Infrastructure Developers & Operators Equity 2.08%
Tata Steel Steel Equity 2.06%
Power Grid Corpn Power Generation & Distribution Equity 2.05%
Grasim Inds Textiles Equity 2.04%
Eicher Motors Automobile Equity 2.04%
ICICI Bank Banks Equity 2.03%
St Bk of India Banks Equity 2.02%
TCS IT - Software Equity 2.01%
Tata Motors Automobile Equity 2.01%
Tata Consumer Plantation & Plantation Products Equity 2%
Wipro IT - Software Equity 2%
IndusInd Bank Banks Equity 2%
Adani Enterp. Trading Equity 1.99%
Hero Motocorp Automobile Equity 1.97%
Infosys IT - Software Equity 1.96%
Divi's Lab. Pharmaceuticals Equity 1.95%
JSW Steel Steel Equity 1.94%
Asian Paints Paints/Varnish Equity 1.94%
Maruti Suzuki Automobile Equity 1.94%
Bajaj Auto Automobile Equity 1.94%
Bharti Airtel Telecomm-Service Equity 1.93%
Apollo Hospitals Healthcare Equity 1.93%
Bajaj Finserv Finance Equity 1.93%
Nestle India FMCG Equity 1.93%
ITC Tobacco Products Equity 1.92%
HDFC Bank Banks Equity 1.92%
UltraTech Cem. Cement Equity 1.92%
Kotak Mah. Bank Banks Equity 1.91%
HCL Technologies IT - Software Equity 1.91%
SBI Life Insuran Insurance Equity 1.91%
Axis Bank Banks Equity 1.9%
Titan Company Diamond, Gems and Jewellery Equity 1.9%
Coal India Mining & Mineral products Equity 1.89%
LTIMindtree IT - Software Equity 1.88%
B P C L Refineries Equity 1.88%
Tech Mahindra IT - Software Equity 1.87%
Bajaj Finance Finance Equity 1.87%
HDFC Life Insur. Insurance Equity 1.86%
Hind. Unilever FMCG Equity 1.86%
Britannia Inds. FMCG Equity 1.83%
M & M Automobile Equity 1.83%
UPL Agro Chemicals Equity 1.82%
Reliance Industr Refineries Equity 1.79%
Jio Financial Finance Equity 0.2%
Banks
11.78%
Automobiles
11.73%
IT-Software
11.63%
Pharmaceuticals & Biotech
8.39%
Power
4.24%
Others
52.23%
View all Sectors
Sectors Asset
Banks 11.78%
Automobiles 11.73%
IT-Software 11.63%
Pharmaceuticals & Biotech 8.39%
Power 4.24%
Ferrous Metals 4%
Finance 4%
Cement & Cement Products 3.96%
Consumer Durables 3.84%
Diversified FMCG 3.78%
Insurance 3.77%
Food Products 3.76%
Petroleum Products 3.67%
Construction 2.12%
Oil 2.09%
Non-Ferrous Metals 2.08%
Transport Infrastructure 2.08%
Agricultural Food & other 2%
Metals & Minerals Trading 1.99%
Telecom-Services 1.93%
Healthcare Services 1.93%
Consumable Fuels 1.89%
Fertilisers & Agrochemica 1.82%
Cash & Others 1.49%
Equity
98.49%
Net Curr Ass/Net Receivables
1.49%
Others
0.02%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load Nil

Fund Objective

The Investment Objective of the Scheme is to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Managers

Sharwan Kumar Goyal

Sharwan Kumar Goyal is currently employed as the Vice President and Fund Manager – Equities. He is a CFA charter holder from CFA Institute, USA, and has a Postgraduate Diploma in Management (MMS) from Welingkar Institute of Management Development & Research, Mumbai. He started his career at UTI in June 2006 and has more than 11 years of experience in risk management, equity analysis, and portfolio analysis. He is currently working as a fund manager for overseas investments.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in

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Frequently Asked Questions

How to invest in UTI-Nifty50 Equal Weight Index Fund – Direct Growth ?

You can invest in UTI-Nifty50 Equal Weight Index Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for UTI-Nifty50 Equal Weight Index Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of UTI-Nifty50 Equal Weight Index Fund – Direct Growth ?

The NAV of UTI-Nifty50 Equal Weight Index Fund – Direct Growth is ₹10.3 as of 18 August 2023.

How to redeem UTI-Nifty50 Equal Weight Index Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of UTI-Nifty50 Equal Weight Index Fund – Direct Growth?

The minimum SIP amount of UTI-Nifty50 Equal Weight Index Fund – Direct Growth is ₹500

What are the top sectors UTI-Nifty50 Equal Weight Index Fund – Direct Growth has invested in?

The top sectors UTI-Nifty50 Equal Weight Index Fund – Direct Growth has invested in are
  1. Banks - 11.78%
  2. Automobiles - 11.73%
  3. IT-Software - 11.63%
  4. Pharmaceuticals & Biotech - 8.39%
  5. Power - 4.24%

Can I make investments in both the SIP and Lump Sum schemes of UTI-Nifty50 Equal Weight Index Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of UTI-Nifty50 Equal Weight Index Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have UTI-Nifty50 Equal Weight Index Fund – Direct Growth generated ?

The UTI-Nifty50 Equal Weight Index Fund – Direct Growth has delivered 3.8% since inception

What is the expense ratio of UTI-Nifty50 Equal Weight Index Fund – Direct Growth ?

The expense ratio of UTI-Nifty50 Equal Weight Index Fund – Direct Growth is 0.45 % as of 18 August 2023.

What is the AUM of UTI-Nifty50 Equal Weight Index Fund – Direct Growth?

The AUM of UTI-Nifty50 Equal Weight Index Fund – Direct Growth is ₹2,48,191 Cr as of 18 August 2023

What are the top stock holdings of UTI-Nifty50 Equal Weight Index Fund – Direct Growth?

The top stock holdings of UTI-Nifty50 Equal Weight Index Fund – Direct Growth are
  1. Cipla - 2.22%
  2. NTPC - 2.19%
  3. Larsen & Toubro - 2.12%
  4. Dr Reddy's Labs - 2.11%
  5. Sun Pharma.Inds. - 2.11%

How can I redeem my investments in UTI-Nifty50 Equal Weight Index Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Nifty50 Equal Weight Index Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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