UTI Nifty50 Equal Weight Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹147.83 Cr
Expense Ratio
0.89%
Exit Load
0.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
7 Jun 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.12% | -- |
| 3 Months | +2.94% | -- |
| 6 Months | +1.74% | -- |
| 1 Year | +9.36% | +9.36% |
| 2 Years | -- | +4.07% |
| 3 Years | +47.02% | +13.71% |
| 5 Years | -- | 0% |
| Since Launch | +54.03% | +14.61% |
Holdings as on 10 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Maruti Suzuki India | 3.17 | 2.14 |
| Max Healthcare Institute | 3.10 | 2.09 |
| Eternal | 3.07 | 2.07 |
| InterGlobe Aviation Ltd | 3.06 | 2.07 |
| Shriram Finance | 3.04 | 2.05 |
| Dr Reddy's Laboratories | 3.04 | 2.05 |
| Cipla | 3.03 | 2.05 |
| Titan Company | 3.03 | 2.04 |
| Nestle India | 3.02 | 2.04 |
| Bajaj Finance | 3.01 | 2.03 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.48
Sharpe Ratio
14.50%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Nifty Next 50 Index Fund Regular Growth | +12.5% | +18.27% | +13.21% |
| ICICI Prudential Nifty Pharma Index Fund Regular Growth | +21.71% | +18.94% | -- |
| UTI Nifty50 Equal Weight Index Fund Regular Growth | +9.36% | +13.71% | -- |
| Axis Nifty Bank Index Fund Regular Growth | +3.76% | -- | -- |
| Sundaram Nifty 100 Equal Wgt Gr | +11.1% | +15.7% | +12.89% |
Results are calculated on CAGR basis
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 147.83 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 0.89%. 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 & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Maruti Suzuki India, Max Healthcare Institute, Eternal, InterGlobe Aviation Ltd.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Manufacturers, Software & Programming, Biotechnology & Drugs.
Some of the similar funds are HSBC Nifty Next 50 Index Fund Regular Growth, ICICI Prudential Nifty Pharma Index Fund Regular Growth, UTI Nifty50 Equal Weight Index Fund Regular Growth, Axis Nifty Bank Index Fund Regular Growth, Sundaram Nifty 100 Equal Wgt Gr. UTI Nifty50 Equal Weight Index Fund Regular Growth has a sharpe ratio of 0.48 & a standard deviation of 14.50%.
FAQs
According to the morning star rating UTI Nifty50 Equal Weight Index Fund Regular Growth has a Medium risk & High return.
UTI Nifty50 Equal Weight Index Fund Regular Growth is managed by Sharwan Goyal,Ayush Jain,Lokesh Kulthia.
The expense ratio of UTI Nifty50 Equal Weight Index Fund Regular Growth is 0.89%.
The 5 year annualized return on UTI Nifty50 Equal Weight Index Fund Regular Growth is 0.00% & it has generated 9.36% 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 147.83 crores.
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