Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

65 Cr

Lock In Period

N/A

Expense Ratio

1.05

Benchmark

Nifty 500 Shariah Total Return

Exit Load

Nil

Summary

Latest details for UTI Nifty500 Shariah Index Fund Growth include a 10.031 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The UTI Nifty500 Shariah Index Fund Growth AUM is ₹65 Cr, with a lock-in of N/A years, expense ratio of 1.05%, and benchmark Nifty 500 Shariah Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 8.64% returns, against a category average of 0.37% and a category best of 19.17%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.640.3719.17
6M0.000.8761.10
1Y0.004.55159.29
3Y0.0013.17224.97

Portfolio Analysis

  • Equity: 98.41%
  • Debt: 1.59%
  • Others
As on: 2026-03-31
View allocation % by

1. INFOSYS LTD.8.46%
2. TATA CONSULTANCY SERVICES LTD.4.65%
3. HCL TECHNOLOGIES LTD.2.73%
4. TECH MAHINDRA LTD.1.69%
5. PERSISTENT SYSTEMS LTD.1.02%
6. LTIMindtree Limited0.72%
7. COFORGE LTD0.72%
8. MPHASIS LTD0.52%
9. KPIT TECHNOLOGIES LTD0.20%
10. TATA TECHNOLOGIES LTD0.17%
11. CYIENT LTD0.12%
12. HEXAWARE TECHNOLOGIES LTD.0.12%
13. BIRLASOFT LTD0.11%
14. SONATA SOFTWARE LTD0.08%
15. TBO TEK LTD0.07%

1. SUN PHARMACEUTICALS INDUSTRIES3.59%
2. DR REDDYS LABORATORIES LTD.1.47%
3. CIPLA LTD.1.33%
4. LUPIN LTD.1.08%
5. TORRENT PHARMACEUTICALS LTD.0.85%
6. AUROBINDO PHARMA LTD.0.70%
7. GLENMARK PHARMACEUTICALS LTD.0.62%
8. ALKEM LABORATORIES LTD0.60%
9. IPCA LABORATORIES LTD.0.43%
10. ZYDUS LIFESCIENCES LTD0.42%
11. J.B.CHEMICALS & PHARMACEUTICAL0.33%
12. SAI LIFE SCIENCES LTD0.26%
13. AJANTA PHARMA LTD.0.23%
14. NEULAND LABORATORIES LTD.0.20%
15. WOCKHARDT LTD0.19%
16. GRANULES INDIA LTD0.17%
17. SYNGENE INTERNATIONAL LTD.0.14%
18. JUBILANT PHARMOVA LIMITED0.13%
19. EMCURE PHARMACEUTICALS LTD0.11%
20. COHANCE LIFESCIENCES LIMITED0.09%
21. CONCORD BIOTECH LTD0.06%
22. BLUE JET HEALTHCARE LTD0.02%

1. HINDUSTAN UNILEVER LTD3.52%
2. GODREJ CONSUMER PRODUCTS LTD0.76%
3. COLGATE PALMOLIVE INDIA LTD.0.45%
4. EMAMI LTD.0.15%
5. GILLETTE INDIA LTD.0.11%

1. HINDALCO INDUSTRIES LTD.2.47%
2. NATIONAL ALUMINIUM CO. LTD.0.67%

1. NESTLE INDIA LTD.1.62%
2. BRITANNIA INDUSTRIES LTD.1.23%
3. -BIKAJI FOODS INTERNATIONAL LTD.0.08%
4. -ZYDUS WELLNESS LTD.0.08%

1. ULTRATECH CEMENT LTD.2.45%
2. DALMIA BHARAT LTD0.27%
3. NUVOCO VISTAS CORPORATION LTD0.05%

1. MAX HEALTHCARE INSTITUTE LTD1.38%
2. FORTIS HEALTHCARE LTD.0.80%
3. ASTER DM HEALTHCARE LTD0.33%
4. GLOBAL HEALTH LTD.0.16%

1. ASIAN PAINTS (INDIA) LTD.1.89%
2. BERGER PAINTS INDIA LTD.0.23%
3. AKZO NOBEL INDIA LTD.0.09%

1. DIXON TECHNOLOGIES (INDIA) LTD0.77%
2. HAVELLS INDIA LTD.0.58%
3. VOLTAS LTD.0.56%
4. PG ELECTROPLAST LTD.0.15%
5. WHIRLPOOL OF INDIA LTD.0.12%

1. OIL & NATURAL GAS CORPORATION2.13%

1. SUZLON ENERGY LTD.0.93%
2. BHARAT HEAVY ELECTRICALS LTD.0.69%
3. INOX WIND LTD0.14%
4. JYOTI CNC AUTOMATION LTD0.12%
5. ELECON ENGINEERING CO. LTD.0.06%

1. TRENT LIMITED1.41%
2. ADITYA BIRLA LIFESTYLE BRANDS LIMITED0.09%
3. ADITYA BIRLA FASHION & RETAIL0.05%

1. AVENUE SUPERMARTS LTD.1.12%
2. VISHAL MEGA MART LTD0.43%

1. POLYCAB INDIA LTD0.70%
2. KEI INDUSTRIES LTD.0.48%
3. MOTHERSON SUMI WIRING INDIA LT0.18%
4. FINOLEX CABLES LTD.0.11%
5. R R KABEL LTD0.08%

1. TATA MOTORS PASSENGER VEHICLES LTD.1.20%
2. FORCE MOTORS LTD.0.18%
3. OLECTRA GREENTECH LTD0.08%

1. PIDILITE INDUSTRIES LTD.0.77%
2. APAR INDUSTRIES LTD0.32%
3. GUJARAT FLUROCHEMICALS LTD0.25%

1. TATA CONSUMER PRODUCTS LTD1.27%
2. BOMBAY BURMAH TRADING CORPN. L0.04%

1. CG POWER & IND SOLUTIONS LTD0.87%
2. SIEMENS ENERGY INDIA LIMITED0.44%

1. GE VERNOVA T & D INDIA LTD0.87%
2. KALPATARU PROJECTS INTERNATIONAL LIMITED0.23%
3. KEC INTERNATIONAL LTD.0.13%
4. TRANSFORMERS & RECTIFIERS (IND0.05%

1. HERO MOTOCORP LTD.1.27%

1. SAMVARDHANA MOTHERSON INTL LTD0.90%
2. UNO MINDA LTD0.36%

1. JINDAL STEEL LIMITED0.79%
2. LLOYDS METALS & ENERGY LTD.0.31%
3. GODAVARI POWER & ISPAT LTD.0.13%
4. GALLANTT ISPAT LTD0.03%

1. INDUS TOWERS LIMITED1.04%
2. HFCL LTD0.13%
3. ITI LTD.0.04%

1. MRF LTD.0.49%
2. BALKRISHNA INDUSTRIES LTD.0.32%
3. APOLLO TYRES LTD.0.26%
4. CEAT LTD.0.13%

1. BHARAT PETROLEUM CORPN LTD.1.10%
2. CHENNAI PETROLEUM LTD.0.09%

1. CUMMINS INDIA LTD.1.17%

1. MARICO LTD0.75%
2. PATANJALI FOODS LIMITED0.31%

About Fund

UTI Nifty500 Shariah Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹65 Crore. The fund benchmarks its performance against the Nifty 500 Shariah Total Return while maintaining an expense ratio of 1.05. 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 FundKotak Nifty 100 Equal Weight ETF Growth9.39360
This FundMotilal Oswal Nifty India Defence ETF Growth31.0460
This FundUTI Nifty500 Shariah Index Fund Growth00
This FundKotak Silver ETF Growth155.5388224.0972
This FundICICI Prudential Silver ETF Growth156.1729224.9749

FAQs

UTI Nifty500 Shariah 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 Nifty500 Shariah Index Fund Growth is 1.05. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Nifty500 Shariah Index Fund Growth’s fund performance is as follows:
  • 1 Month : 8.64%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of UTI Nifty500 Shariah Index Fund Growth are updated daily based on NAV of ₹ 10.031 as on Apr 22,2026. Since inception, the return has been 0.00%.

You can invest in UTI Nifty500 Shariah 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 Nifty500 Shariah Index Fund Growth is ₹65 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Nifty500 Shariah Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500