UTI Nifty 500 Value 50 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

The Investment objective of the Scheme is to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

The UTI Nifty 500 Value 50 Index Fund Regular Growth has an AUM of 614.94 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.09%. The minimum investment in UTI Nifty 500 Value 50 Index Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Oil and Natural Gas Corporation, NTPC, Tata Steel & Coal India.

The major sectors where the fund is invested are Regional Banks, Metal Mining, Electric Utilities & Oil & Gas Operations.

Some of the similar funds are ICICI Prudential Nifty Smallcap 250 Index Fund Regular Growth, Motilal Oswal Nifty Bank Index Fund Regular Growth, Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth, HDFC NIFTY200 Momentum 30 Index Fund Regular Growth, UTI Nifty 500 Value 50 Index Fund Regular Growth. UTI Nifty 500 Value 50 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.