UTI Nifty Index Fund Regular Plan Growth-1.60%

3Groww
-6.08%
1 Year Return
Others
Index
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

UTI Nifty Index Fund Regular Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.17%
NAV75.45 (09 Jul 2019)
Fund Started14 Feb 2000
Fund Size1,513 Cr

Fund Overview

Quick overview of UTI Nifty Index Fund Regular Plan Growth

Returns

1Y
3Y*
5Y*
Since inception*
UTI Nifty Index Fund Regular Plan Growth
-6.1%
8.6%
7.3%
10.5%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -6.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Lower expense ratio
    4. 5Y Returns are higher than the benchmark
    5. 10Y Returns are higher than the benchmark
    6. Exit load is zero
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity10.5%
    Reliance Industries Ltd.EnergyEquity8.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.5%
    Infosys Ltd.TechnologyEquity5.8%
    ITC Ltd.FMCGEquity5.6%
    ICICI Bank Ltd.FinancialEquity5.3%
    Tata Consultancy Services Ltd.TechnologyEquity4.6%
    Larsen & Toubro Ltd.ConstructionEquity4.1%
    Kotak Mahindra Bank Ltd.FinancialEquity3.9%
    Hindustan Unilever Ltd.FMCGEquity3.0%
    See All

    Fund Managers

    addKamal Gada
    Education
    Mr. Gada is B.com, CA, CS, & CFA
    Experience
    Prior to joining UTI Mutual Fund he has worked with BPCL as Senior Accounts Officer.
    Funds Managed

    Other Details

    UTI Nifty Index Fund Regular Plan Growth is a Others Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was introduced to investors on 14 Feb 2000. Kaushik Basu is the Current Fund Manager of UTI Nifty Index Fund Regular Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹1,513 Cr and the Latest NAV as of 09 Jul 2019 is ₹75.45.

    The UTI Nifty Index Fund Regular Plan Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The fund aims to invest in stocks listed in S & P Index in same weight age as in S & P Index

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About UTI Mutual Fund

    Address
    UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
    Phone
    022-66786666
    Launch Date
    01 Feb 2003
    Website
    NA
    UTI Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    NA
    Invest Now
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