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
₹148 Cr
N/A
0.89
Nil
Nifty 50 Equal Weight Total Return
UTI Nifty50 Equal Weight Index Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.56 | -0.58 | 15.43 |
| 6M | 1.56 | 1.88 | 26.46 |
| 1Y | 7.08 | 3.93 | 90.52 |
| 3Y | 13.12 | 11.51 | 187.54 |
Portfolio Analysis
- Equity: 99.77%
- Debt: 0.23%
- 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 ₹148 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 |
|---|---|---|---|
| ICICI Prudential Nifty50 Equal Weight Index Fund Growth | 0 | 250 CR | 1.1 |
| Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Growth | 0 | 497 CR | 1.04 |
| UTI Nifty50 Equal Weight Index Fund Growth | 0 | 147 CR | 0.89 |
| Kotak Silver ETF Growth | 0 | 3,461 CR | 0.35 |
| ICICI Prudential Silver ETF Growth | 0 | 13,863 CR | 0.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Nifty50 Equal Weight Index Fund Growth | 6.7023 | 44.3345 |
| This FundAditya Birla Sun Life Nifty 50 Equal Weight Index Fund Growth | 6.8136 | 44.4801 |
| This FundUTI Nifty50 Equal Weight Index Fund Growth | 7.0792 | 44.754 |
| This FundKotak Silver ETF Growth | 89.2787 | 186.8846 |
| This FundICICI Prudential Silver ETF Growth | 89.543 | 187.5361 |
UTI Nifty50 Equal Weight Index Fund Growth FAQs
- 1 Month : 2.56%
- 6 Months : 1.56%
- 1 Year : 7.08%
- 3 Years : 13.12%
