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Business News/Market/Market Stats/    UTI Nifty50 Equal Weight Index Fund Regular Growth

UTI Nifty50 Equal Weight Index Fund Regular Growth

+
  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
13.17 +0.15 (1.13%) NAV as on 20 Mar, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)87.52
  • CAGR 5.66%
  • Exit Load0.00%
  • Expense ratio1.04%
  • CategoryIndex Funds
  • Min Investment5000
  • Min SIP500
  • Launch Date2023-06-07

Morning Star Rating N.A.

Medium
Risk
Low
Return

Asset Allocation

Holdings As On - 21 March 2025

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

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

About Fund

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.

 

The UTI Nifty50 Equal Weight Index Fund Regular Growth has an AUM of 87.52 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 1.04%. The minimum investment in UTI Nifty50 Equal Weight Index Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

 

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

 

The top holdings of the fund include Bajaj Finance, Bajaj Finserv, Maruti Suzuki India & Kotak Mahindra Bank.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Insurance (Life) & Food Processing.

 

Some of the similar funds are Sundaram Nifty 100 Equal Wgt Gr, Edelweiss Nifty Smallcap 250 Index Fund Regular Growth, UTI Nifty50 Equal Weight Index Fund Regular Growth, Motilal Oswal Nifty Capital Market Index Fund Regular Growth, Groww Nifty Smallcap 250 Index Fund Regular Growth. UTI Nifty50 Equal Weight Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about UTI Nifty50 Equal Weight Index Fund Regular Growth

According to the morning star rating UTI Nifty50 Equal Weight Index Fund Regular Growth has a Medium risk & Low return.
UTI Nifty50 Equal Weight Index Fund Regular Growth is managed by Sharwan Kumar Goyal,Ayush Jain.
The expense ratio of UTI Nifty50 Equal Weight Index Fund Regular Growth is 1.04%.
The 5 year annualized return on UTI Nifty50 Equal Weight Index Fund Regular Growth is 0.00% & it has generated 5.66% in the last 1 year.
The minimum investment in UTI Nifty50 Equal Weight Index Fund Regular Growth is 5000 Rs.
UTI Nifty50 Equal Weight Index Fund Regular Growth has an AUM of 87.52 crores.
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