UTI Nifty 50 Index Fund

Equity - Index

UTI Nifty Index Fund is an open-ended index fund scheme replicating/tracking the Nifty 50 Index. It is one of the largest index fund having competitive cost and tracking error. The scheme envisage to replicate the performance of Nifty 50 Index subject to tracking error.

Snapshot

Fund Type
Inception
Risk Metric
Returns
1 Year
3 Year
5 Year
NAV

Fund Facts

Month End AuM
Monthly Avg. AuM
No. of Folio Accounts
Minimum Investment Amount
Total Expense Ratio
Benchmark Index
Special Facitilities
1 Year Daily Rolling TE (Regular Plan) 0.04%
1 Year Daily Rolling TE (Direct Plan) 0.04%
Tracking Difference
Period Tracking Difference
1 Year 1.25%
3 Year 1.23%
5 Year 1.05%
10 Year 1.05%
Since Inception* 1.07%
Exit Load
Tracking Error
Period Tracking Error
1 Year 1.25%
3 Year 1.23%
5 Year 1.05%
10 Year 1.05%
Since Inception* 1.07%

Fund Performance

Period Fund Performance Vs Benchmark (CAGR) Growth for Rs 10,000 /-
NAV (%) NAV (Rs)

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

Portfolio

Fund Benchmark Net
Current Asset Allocation
Top 10 Holdings
View All
Name Weight(%)
Overweight (Top 5)
Underweight (Top 5)

Quantitative Indicators

Quantitative Indicators Fund Benchmark

Fund Managers

Frequently asked questions

    When can I invest in the Nifty index fund?

    When investing in financial markets, spending more time in the market is always better than timing the market. While it is always better to invest at lower valuations, predicting the right bottom is not possible even for sophisticated investors. Instead, one can aim to make regular and consistent investments through Systematic Investment Plans (SIPs) and accumulate a reasonable investment corpus over time.

    Are index funds a good investment?

    Investors who choose to invest in index funds rely on broader market wisdom to generate reasonable returns for them. Investing in index funds requires a passive investment strategy and replicating the benchmark indices into their investment portfolio. Given such a strategy, fund managers don't have an active role in making investment decisions, resulting in lower fund management charges. As such, index funds are a cost-effective investment option for investors willing to emulate the long- term returns generated by the benchmark indices.

    Which Nifty index fund is best in India?

    Since all the index funds following the same index will reflect a similar investment portfolio, the decision to invest in a specific index fund must be based on two primary features, Total Expense Ratio (TER) and AUM (Assets Under Management). Since the absolute returns generated by all the similar index funds would be the same (subject to tracking error), the net returns would be dependent on the scheme expenses. The lower the TER, the better the returns for the investors. Additionally, a significant asset book for the scheme significantly helps lower the tracking error since the impact cost of making the changes in the investment portfolio as a percentage of AUM decreases. The higher the AUM, the lower the likely tracking error. One should choose the Nifty index fund with a lower expense ratio and higher AUM for a better investment experience.

    How much should I invest in Nifty index funds?

    There is no maximum limit to investing in Nifty index funds. The investor can decide the quantum of investment depending upon the eventual financial goals, investment tenor and available investible surplus.