Active Stocks
Mon Sep 09 2024 15:59:14
  1. Tata Steel share price
  2. 149.40 -1.22%
  1. State Bank Of India share price
  2. 784.30 0.22%
  1. HDFC Bank share price
  2. 1,647.50 0.64%
  1. NTPC share price
  2. 389.95 -1.32%
  1. Wipro share price
  2. 514.85 -1.09%
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
14.64 -0.13 (-0.89%) NAV as on 06 Sep, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)89.69
  • CAGR 37.43%
  • Exit Load0.00%
  • Expense ratio1.03%
  • CategoryIndex Funds
  • Min Investment1000
  • Min SIP500
  • Launch Date2023-06-07

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 10 September 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 1.97
  • 2.19%
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 89.69 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 1.03%. The minimum investment in UTI Nifty50 Equal Weight 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include Oil & Natural Gas Corporation, Infosys, Tata Motors & HDFC Life Insurance Company.

 

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

 

Some of the similar funds are LIC MF Nifty Next 50 Index Growth, Sundaram Nifty 100 Equal Wgt Gr, UTI Nifty50 Equal Weight Index Fund Regular Growth, Motilal Oswal BSE Low Volatility Index Fund Regular Growth, Kotak Nifty Smallcap 50 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 Moderate risk & Exceptional 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 1.03%.
The 5 year annualized return on UTI Nifty50 Equal Weight Index Fund Regular Growth is 0.00% & it has generated 37.43% in the last 1 year.
The minimum investment in UTI Nifty50 Equal Weight Index Fund Regular Growth is 1000 Rs.
UTI Nifty50 Equal Weight Index Fund Regular Growth has an AUM of 89.69 crores.
Recommended For You