UTI Nifty50 Equal Weight Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
UTI Nifty50 Equal Weight Index Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹147 Cr
N/A
0.89
Nil
Nifty 50 Equal Weight Total Return
UTI Nifty50 Equal Weight Index Fund Growth Calculate Returns
You would have got
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.39 | -2.20 | 12.64 |
| 6M | -5.89 | -0.45 | 21.70 |
| 1Y | -7.26 | 1.28 | 40.37 |
| 3Y | 8.98 | 9.78 | 179.43 |
Portfolio Analysis
- Equity: 100.09%
- Debt: -0.09%
- Others
About Fund UTI Nifty50 Equal Weight Index Fund Growth
UTI Nifty50 Equal Weight Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹147 Crore. The fund benchmarks its performance against the Nifty 50 Equal Weight Total Return while maintaining an expense ratio of 0.89. Under the expert guidance of Sharwan Kumar Goyal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Sharwan Kumar Goyal
Mr. Sharwan Kumar Goyal holds B.Com, CFA and MMS. He began his career with UTI in June 2006 and has 12 years of overall experience in Risk / portfolio management. Presently he is working as Fund Manager for Overseas Investment.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Growth | 0 | 513 CR | 1.04 |
| Kotak Nifty India Consumption ETF Growth | 0 | 31 CR | 0.11 |
| UTI Nifty50 Equal Weight Index Fund Growth | 0 | 146 CR | 0.89 |
| Aditya Birla Sun Life Silver ETF Growth | 0 | 2,826 CR | 0.35 |
| Mirae Asset NYSE FANG + ETF Growth | 0 | 4,447 CR | 0.66 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Nifty 50 Equal Weight Index Fund Growth | -7.4541 | 29.1784 |
| This FundKotak Nifty India Consumption ETF Growth | -14.2881 | 29.2426 |
| This FundUTI Nifty50 Equal Weight Index Fund Growth | -7.2611 | 29.4405 |
| This FundAditya Birla Sun Life Silver ETF Growth | 25.7464 | 170.9458 |
| This FundMirae Asset NYSE FANG + ETF Growth | 19.478 | 179.4321 |
UTI Nifty50 Equal Weight Index Fund Growth FAQs
- 1 Month : -4.39%
- 6 Months : -5.89%
- 1 Year : -7.26%
- 3 Years : 8.98%
