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)

₹153 Cr

Lock In Period

N/A

Expense Ratio

0.92

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-3.91-2.025.37
6M1.174.2134.21
1Y2.374.5886.63
3Y11.3817.93216.41

Portfolio Analysis

  • Equity: 100.21%
  • Debt: -0.21%
  • Others
As on: 2026-07-31
View allocation % by

1. HCL TECHNOLOGIES LTD.2.36%
2. TECH MAHINDRA LTD.2.21%
3. TATA CONSULTANCY SERVICES LTD.2.19%
4. INFOSYS LTD.2.09%
5. WIPRO LIMITED2.06%

1. ICICI BANK LTD2.04%
2. KOTAK MAHINDRA BANK LTD.1.88%
3. HDFC BANK LIMITED1.84%
4. AXIS BANK LTD.1.74%

1. SUN PHARMACEUTICALS INDUSTRIES2.08%
2. CIPLA LTD.2.00%
3. DR REDDYS LABORATORIES LTD.1.69%

1. BAJAJ AUTO LTD.2.31%
2. EICHER MOTORS LTD2.02%

1. MAHINDRA & MAHINDRA LTD.2.17%
2. MARUTI SUZUKI INDIA LTD.2.10%

1. BAJAJ FINANCE LTD.2.25%
2. SHRIRAM FINANCE LTD2.01%

1. APOLLO HOSPITALS ENTERPRISE LT2.04%
2. MAX HEALTHCARE INSTITUTE LTD1.99%

1. ULTRATECH CEMENT LTD.2.04%
2. GRASIM INDUSTRIES LTD.1.94%

1. JSW STEEL LTD.2.02%
2. TATA STEEL LTD.1.95%

1. SBI LIFE INSURANCE COMPANY LTD2.08%
2. HDFC LIFE INSURANCE COMPANY LI1.81%

1. ETERNAL LIMITED2.31%

1. BAJAJ FINSERV LTD.2.23%

1. TITAN COMPANY LTD.2.21%

1. NESTLE INDIA LTD.2.14%

1. JIO FINANCIAL SERVICES LTD2.10%

1. BHARTI AIRTEL LTD.2.05%

1. ASIAN PAINTS (INDIA) LTD.2.01%

1. OIL & NATURAL GAS CORPORATION1.98%

1. HINDALCO INDUSTRIES LTD.1.95%

1. RELIANCE INDUSTRIES LTD.1.95%

1. INTERGLOBE AVIATION LTD1.94%

1. STATE BANK OF INDIA1.94%

1. TATA CONSUMER PRODUCTS LTD1.93%

1. ADANI ENTERPRISES LTD.1.92%

1. POWER GRID CORPORATION OF INDI1.91%

1. HINDUSTAN UNILEVER LTD1.90%

1. TATA MOTORS PASSENGER VEHICLES LTD.1.90%

1. NTPC LTD.1.90%

1. ITC LTD.1.89%

1. LARSEN & TOUBRO LTD.1.84%

1. ADANI PORTS AND SPECIAL ECONO1.83%

1. BHARAT ELECTRONICS LTD.1.83%

1. COAL INDIA LTD.1.83%

1. TRENT LIMITED1.81%
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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 ₹153 Crore. The fund benchmarks its performance against the Nifty 50 Equal Weight Total Return while maintaining an expense ratio of 0.92. 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
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Growth0530 CR1.07
Motilal Oswal BSE Quality Index Fund Growth058 CR1.08
UTI Nifty50 Equal Weight Index Fund Growth0153 CR0.92
Kotak Silver ETF Growth03,375 CR0.35
ICICI Prudential Silver ETF Growth013,700 CR0.4
Fund Name1Y3Y
This FundAditya Birla Sun Life Nifty 50 Equal Weight Index Fund Growth2.129537.9023
This FundMotilal Oswal BSE Quality Index Fund Growth1.304138.1743
This FundUTI Nifty50 Equal Weight Index Fund Growth2.374538.1777
This FundKotak Silver ETF Growth85.6201215.8735
This FundICICI Prudential Silver ETF Growth85.849216.4102

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 0.92. 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 : -3.91%
  • 6 Months : 1.17%
  • 1 Year : 2.37%
  • 3 Years : 11.38%
Returns of UTI Nifty50 Equal Weight Index Fund Growth are updated daily based on NAV of ₹ 14.7629 as on Sep 08,2026. Since inception, the return has been 38.18%.

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 ₹153 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.