Exchange Traded Funds (ETFs)

Exchange Traded Funds, or ETFs, are passive investment products, which are traded on exchanges like stocks, etc. The fund managers of ETFs replicate the investment portfolio with that of the underlying index and inculcate necessary changes as and when they are implemented in the underlying index. Investors may choose to invest in ETFs for having investment exposure across different asset classes like equity, gold, etc.

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  • All Schemes (58)
  • Equity (20)
  • ETF (6)
  • Debt (19)
  • Overnight & Liquid (2)
  • Solution based (4)
  • Hybrid (7)
Risk Metric:
Inception Date:
Investment Purpose:
₹ 44.9135 as of Oct 06, 2022
ETF - Equity
6.35 %
10.34 %
Risk Metric:
Inception Date:
Investment Purpose:
₹ 44.1914 as of Oct 06, 2022
ETF - Commodity
7.62 %
7.67 %
UTI Nifty 50 ETF Regular - Growth
Risk Metric:
Inception Date:
Investment Purpose:
₹ 1841.8963 as of Oct 06, 2022
ETF - Equity
5.08 %
13.63 %
UTI Nifty Bank ETF Regular - Growth
Risk Metric:
Inception Date:
Investment Purpose:
₹ 39.6095 as of Oct 06, 2022
Open-Ended Scheme replicating/tracking Nifty Bank Index
9.24 %
N/A
UTI S&P BSE Sensex ETF Regular - Growth
Risk Metric:
Inception Date:
Investment Purpose:
₹ 616.8659 as of Oct 06, 2022
ETF - Equity
4.74 %
14.67 %
Risk Metric:
Inception Date:
Investment Purpose:
₹ 51.8592 as of Oct 06, 2022
Open-ended Equity Scheme
12.65 %
N/A
Risk Metric:
Inception Date:
Investment Purpose:
ETF - Equity
Click here for iNAV
₹ 44.9135
6.35 %
10.34 %
Risk Metric:
Inception Date:
Investment Purpose:
ETF - Commodity
Click here for iNAV
₹ 44.1914
7.62 %
7.67 %
UTI Nifty 50 ETF Regular - Growth
Risk Metric:
Inception Date:
Investment Purpose:
ETF - Equity
Click here for iNAV
₹ 1841.8963
5.08 %
13.63 %
UTI Nifty Bank ETF Regular - Growth
Risk Metric:
Inception Date:
Investment Purpose:
Open-Ended Scheme replicating/tracking Nifty Bank Index
Click here for iNAV
₹ 39.6095
9.24 %
N/A
UTI S&P BSE Sensex ETF Regular - Growth
Risk Metric:
Inception Date:
Investment Purpose:
ETF - Equity
Click here for iNAV
₹ 616.8659
4.74 %
14.67 %
Risk Metric:
Inception Date:
Investment Purpose:
Open-ended Equity Scheme
Click here for iNAV
₹ 51.8592
12.65 %
N/A
Frequently asked questions

How ETFs work?

ETFs follow a passive investment strategy wherein the fund manager does not have any discretion to design the investment portfolio. Instead, they replicate the composition of the underlying index with similar constituents in the same weightage as the underlying index. ETFs will mirror the returns generated by the underlying index, subject to tracking error and scheme expenses.

What are the Benefits of investing in ETFs?

Mitigation of Unsystematic Risk - ETFs help in eliminating the unsystematic risk, as the fund managers cannot take any specific investment calls and need only to track the changes in the underlying index.

Low-Cost Investment Product - Since ETFs follow a passive investment strategy, they tend to have a low Total Expense Ratio (TER). As such, ETFs emerge as a low-cost investment product for investors.

No Lock-in Period - The investors can liquidate their investments by placing a sell order through the stock exchanges at any time during the trading hours.

Who Should Invest in ETFs?

Benchmark indices are not a security or investment product by themselves. As such, the investors willing to have similar investment exposure may need to invest in the same stocks constituting the indices with similar weights to replicate the index returns. Instead, they may consider investing in ETFs to fulfil their investment objective with a single investment product.

What are Gold ETFs?

Gold ETFs are the investment products traded on the stock exchanges, which creates an investment portfolio of physical gold from the investments made while generating returns in sync with the movements in international gold prices. Investing in Gold ETF is a digital method of investing in Gold while eliminating the impurity risk and storage costs generally associated with gold investments.

Are there any tax advantages of ETF?

ETFs taxation policies are in line with other mutual fund schemes, depending upon the portfolio composition of such funds. As such, equity ETFs are taxed as per the tax provisions applicable to equity-oriented funds. On the other hand, Gold ETFs are taxed as per the tax rates applicable to the funds other than equity-oriented funds.

Particulars Period of Holding Tax rate

Capital Gains on Equity Index

ETFs

Short Term Capital Gains (STCG)

Long Term Capital Gains (LTCG)

 

 

Less than 12 months

12 months or more

 

 

15%

10% without indexation benefit*

Capital Gains on Gold ETFs

Short Term Capital Gains (STCG)

Long Term Capital Gains (LTCG)

 

Less than 36 months

36 months or more

 

Regular tax rates applicable to the investor

20% with indexation benefit

Disclaimers:

The information set out above is included for general information purposes only and is not exhaustive and does not constitute legal or tax advice. In view of the individual nature of the tax consequences, each investor is advised to consult his or her or their own tax consultant with respect to specific tax implications arising out of their participation in the Scheme. Income Tax benefits to the mutual fund & to the unit holder is in accordance with the prevailing tax laws/finance bill 2020. Any action taken by you on the basis of the information contained herein is not intended as on offer or solicitation for the purchase and sales of any schemes of UTI mutual Fund. Please read the full details provided in SID and SIA carefully before taking any decision.

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