UTI Nifty50 Equal Weight Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

UTI Nifty50 Equal Weight Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹154 Cr

Lock In Period

N/A

Expense Ratio

0.91

Exit Load

Nil

Benchmark

Nifty 50 Equal Weight Total Return

UTI Nifty50 Equal Weight Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.55-1.076.15
6M5.333.2939.31
1Y-1.623.9469.66
3Y10.2913.18204.16

Portfolio Analysis

  • Equity: 100.09%
  • Debt: -0.09%
  • Others
As on: 2026-08-31
View allocation % by

1. HCL TECHNOLOGIES LTD.2.33%
2. TATA CONSULTANCY SERVICES LTD.2.25%
3. TECH MAHINDRA LTD.2.20%
4. INFOSYS LTD.2.12%
5. WIPRO LIMITED2.09%

1. ICICI BANK LTD2.09%
2. KOTAK MAHINDRA BANK LTD.2.04%
3. AXIS BANK LTD.1.86%
4. HDFC BANK LIMITED1.77%

1. SUN PHARMACEUTICALS INDUSTRIES2.09%
2. CIPLA LTD.1.94%
3. DR REDDYS LABORATORIES LTD.1.72%

1. BAJAJ AUTO LTD.2.46%
2. EICHER MOTORS LTD2.08%

1. SHRIRAM FINANCE LTD2.15%
2. BAJAJ FINANCE LTD.2.11%

1. MAHINDRA & MAHINDRA LTD.2.12%
2. MARUTI SUZUKI INDIA LTD.2.02%

1. GRASIM INDUSTRIES LTD.2.13%
2. ULTRATECH CEMENT LTD.1.98%

1. JSW STEEL LTD.2.10%
2. TATA STEEL LTD.1.92%

1. APOLLO HOSPITALS ENTERPRISE LT2.05%
2. MAX HEALTHCARE INSTITUTE LTD1.90%

1. SBI LIFE INSURANCE COMPANY LTD1.95%
2. HDFC LIFE INSURANCE COMPANY LI1.82%

1. ETERNAL LIMITED2.53%

1. TITAN COMPANY LTD.2.33%

1. BAJAJ FINSERV LTD.2.24%

1. NESTLE INDIA LTD.2.14%

1. HINDALCO INDUSTRIES LTD.2.06%

1. STATE BANK OF INDIA2.03%

1. JIO FINANCIAL SERVICES LTD2.00%

1. INTERGLOBE AVIATION LTD1.99%

1. BHARAT ELECTRONICS LTD.1.98%

1. ASIAN PAINTS (INDIA) LTD.1.96%

1. RELIANCE INDUSTRIES LTD.1.92%

1. LARSEN & TOUBRO LTD.1.91%

1. OIL & NATURAL GAS CORPORATION1.91%

1. BHARTI AIRTEL LTD.1.91%

1. TATA CONSUMER PRODUCTS LTD1.87%

1. ADANI ENTERPRISES LTD.1.84%

1. NTPC LTD.1.81%

1. HINDUSTAN UNILEVER LTD1.80%

1. COAL INDIA LTD.1.80%

1. POWER GRID CORPORATION OF INDI1.79%

1. TATA MOTORS PASSENGER VEHICLES LTD.1.75%

1. TRENT LIMITED1.75%

1. ADANI PORTS AND SPECIAL ECONO1.74%

1. ITC LTD.1.74%
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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 ₹154 Crore. The fund benchmarks its performance against the Nifty 50 Equal Weight Total Return while maintaining an expense ratio of 0.91. 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 NameRatingsAUMExpense Ratio
HDFC Nifty200 Momentum 30 ETF Growth0101 CR0.3
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Growth0534 CR1.05
UTI Nifty50 Equal Weight Index Fund Growth0153 CR0.91
HDFC Silver ETF Growth08,312 CR0.58
Axis Silver ETF Growth02,068 CR0.42
Fund Name1Y3Y
This FundHDFC Nifty200 Momentum 30 ETF Growth-0.824233.8397
This FundAditya Birla Sun Life Nifty 50 Equal Weight Index Fund Growth-1.84533.8616
This FundUTI Nifty50 Equal Weight Index Fund Growth-1.619334.1374
This FundHDFC Silver ETF Growth67.2452203.0466
This FundAxis Silver ETF Growth67.7573204.1616

UTI Nifty50 Equal Weight Index Fund Growth FAQs

UTI Nifty50 Equal Weight Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Nifty50 Equal Weight Index Fund Growth is 0.91. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Nifty50 Equal Weight Index Fund Growth’s fund performance is as follows:
  • 1 Month : -4.55%
  • 6 Months : 5.33%
  • 1 Year : -1.62%
  • 3 Years : 10.29%
Returns of UTI Nifty50 Equal Weight Index Fund Growth are updated daily based on NAV of ₹ 14.4793 as on Sep 25,2026. Since inception, the return has been 34.14%.

You can invest in UTI Nifty50 Equal Weight Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Nifty50 Equal Weight Index Fund Growth is ₹154 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Nifty50 Equal Weight Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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