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)

143 Cr

Lock In Period

N/A

Expense Ratio

0.89

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(%)
1M2.23-0.7816.88
6M-2.480.4434.00
1Y1.662.65103.64
3Y12.7410.17208.17

Portfolio Analysis

  • Equity: 99.79%
  • Debt: 0.20%
  • Others
As on: 2026-05-31
View allocation % by

1. WIPRO LIMITED2.01%
2. TECH MAHINDRA LTD.1.92%
3. TATA CONSULTANCY SERVICES LTD.1.75%
4. INFOSYS LTD.1.69%
5. HCL TECHNOLOGIES LTD.1.60%

1. AXIS BANK LTD.2.00%
2. KOTAK MAHINDRA BANK LTD.1.94%
3. ICICI BANK LTD1.86%
4. HDFC BANK LIMITED1.81%

1. CIPLA LTD.2.13%
2. DR REDDYS LABORATORIES LTD.1.92%
3. SUN PHARMACEUTICALS INDUSTRIES1.90%

1. GRASIM INDUSTRIES LTD.2.27%
2. ULTRATECH CEMENT LTD.1.98%

1. BAJAJ AUTO LTD.2.18%
2. EICHER MOTORS LTD1.94%

1. JSW STEEL LTD.2.09%
2. TATA STEEL LTD.2.02%

1. BAJAJ FINANCE LTD.1.99%
2. SHRIRAM FINANCE LTD1.95%

1. APOLLO HOSPITALS ENTERPRISE LT2.05%
2. MAX HEALTHCARE INSTITUTE LTD1.85%

1. MARUTI SUZUKI INDIA LTD.1.95%
2. MAHINDRA & MAHINDRA LTD.1.86%

1. SBI LIFE INSURANCE COMPANY LTD1.85%
2. HDFC LIFE INSURANCE COMPANY LI1.83%

1. ADANI ENTERPRISES LTD.3.00%

1. ADANI PORTS AND SPECIAL ECONO2.49%

1. HINDALCO INDUSTRIES LTD.2.45%

1. TATA MOTORS PASSENGER VEHICLES LTD.2.35%

1. TRENT LIMITED2.33%

1. ASIAN PAINTS (INDIA) LTD.2.24%

1. NESTLE INDIA LTD.2.23%

1. LARSEN & TOUBRO LTD.2.15%

1. TATA CONSUMER PRODUCTS LTD2.08%

1. INTERGLOBE AVIATION LTD1.97%

1. ETERNAL LIMITED1.95%

1. TITAN COMPANY LTD.1.94%

1. BAJAJ FINSERV LTD.1.94%

1. COAL INDIA LTD.1.92%

1. HINDUSTAN UNILEVER LTD1.92%

1. JIO FINANCIAL SERVICES LTD1.91%

1. NTPC LTD.1.91%

1. BHARTI AIRTEL LTD.1.88%

1. BHARAT ELECTRONICS LTD.1.84%

1. OIL & NATURAL GAS CORPORATION1.84%

1. ITC LTD.1.83%

1. POWER GRID CORPORATION OF INDI1.80%

1. STATE BANK OF INDIA1.74%

1. RELIANCE INDUSTRIES LTD.1.74%

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 ₹143 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 Name1Y3Y
This FundICICI Prudential Nifty50 Equal Weight Index Fund Growth1.315942.9078
This FundAditya Birla Sun Life Nifty 50 Equal Weight Index Fund Growth1.403543.0477
This FundUTI Nifty50 Equal Weight Index Fund Growth1.663843.285
This FundAditya Birla Sun Life Silver ETF Growth103.3303207.6069
This FundICICI Prudential Silver ETF Growth103.4838208.1734

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 0.89. 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 : 2.23%
  • 6 Months : -2.48%
  • 1 Year : 1.66%
  • 3 Years : 12.74%
Returns of UTI Nifty50 Equal Weight Index Fund Growth are updated daily based on NAV of ₹ 14.8304 as on Jul 09,2026. Since inception, the return has been 43.28%.

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 ₹143 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.