UTI-Nifty 500 Value 50 Index Fund – Direct Growth
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.58 %
Expense Ratio
Rating
518
Fund Size (in Cr)
1 Year
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 64.5% | - | - | 67.9% | ||||
| Category Average | 64% | 40.2% | - | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.09
Alpha
5.23
SD
0.99
Beta
3.09
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
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. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Fund Managers
Sharwan Kumar Goyal
Sharwan Kumar Goyal is currently employed as the Vice President and Fund Manager – Equities. He is a CFA charter holder from CFA Institute, USA, and has a Postgraduate Diploma in Management (MMS) from Welingkar Institute of Management Development & Research, Mumbai. He started his career at UTI in June 2006 and has more than 11 years of experience in risk management, equity analysis, and portfolio analysis. He is currently working as a fund manager for overseas investments.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Other .
- Index .
-
- 98
-
62.8%Fund Size - 98
-
20.8%Fund Size - 98
-
23.7%Fund Size - 98
-
- Other .
- Index .
-
- 6,863
-
63.2%Fund Size - 6,863
-
20.7%Fund Size - 6,863
-
23.7%Fund Size - 6,863
-
- Other .
- Index .
-
- 95
-
46.1%Fund Size - 95
-
18.7%Fund Size - 95
-
23.4%Fund Size - 95
-
- Other .
- Index .
-
- 19,848
-
27.2%Fund Size - 19,848
-
14.1%Fund Size - 19,848
-
19.6%Fund Size - 19,848
-
- Other .
- Index .
-
- 11,525
-
27.1%Fund Size - 11,525
-
14%Fund Size - 11,525
-
19.6%Fund Size - 11,525
AMC Contact Details
UTI Mutual Fund
AUM:
3,10,822 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
022 66786666
Email ID:
service@uti.co.in
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Fund Name
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- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
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- Hybrid .
- Conservative Hybrid .
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- 53
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11.2%Fund Size - 53
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14.5%Fund Size - 53
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14%Fund Size - 53
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- Debt .
- Fixed Maturity Plans .
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- 145
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11.2%Fund Size - 145
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14.5%Fund Size - 145
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14%Fund Size - 145
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- Debt .
- Fixed Maturity Plans .
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- 122
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11.2%Fund Size - 122
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14.5%Fund Size - 122
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14%Fund Size - 122
-
- Debt .
- Fixed Maturity Plans .
-
- 124
-
11.2%Fund Size - 124
-
14.5%Fund Size - 124
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14%Fund Size - 124
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- Debt .
- Fixed Maturity Plans .
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- 84
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11.2%Fund Size - 84
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14.5%Fund Size - 84
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14%Fund Size - 84
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
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Small Cap
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Multi Cap
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ELSS
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Sectoral / Thematic
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Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 32,884
-
36.1%Fund Size - 32,884
-
23%Fund Size - 32,884
-
24.4%Fund Size - 32,884
-
- Equity .
- Large Cap .
-
- 14,869
-
34.9%Fund Size - 14,869
-
15.9%Fund Size - 14,869
-
23.2%Fund Size - 14,869
-
- Equity .
- Large Cap .
-
- 64,222
-
38%Fund Size - 64,222
-
20.3%Fund Size - 64,222
-
23.2%Fund Size - 64,222
-
- Equity .
- Large Cap .
-
- 1,238
-
41.2%Fund Size - 1,238
-
18.3%Fund Size - 1,238
-
22.9%Fund Size - 1,238
-
- Equity .
- Large Cap .
-
- 2,342
-
41.6%Fund Size - 2,342
-
19.3%Fund Size - 2,342
-
22.8%Fund Size - 2,342
Frequently Asked Questions
How to invest in UTI-Nifty 500 Value 50 Index Fund – Direct Growth ?
You can invest in UTI-Nifty 500 Value 50 Index Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Nifty 500 Value 50 Index Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Nifty 500 Value 50 Index Fund – Direct Growth ?
The NAV of UTI-Nifty 500 Value 50 Index Fund – Direct Growth is ₹20 as of 19 September 2024.
How to redeem UTI-Nifty 500 Value 50 Index Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of UTI-Nifty 500 Value 50 Index Fund – Direct Growth?
The minimum SIP amount of UTI-Nifty 500 Value 50 Index Fund – Direct Growth is ₹500
What are the top sectors UTI-Nifty 500 Value 50 Index Fund – Direct Growth has invested in?
The top sectors UTI-Nifty 500 Value 50 Index Fund – Direct Growth has invested in are
- Banks - 14.78%
- Power - 11.33%
- Petroleum Products - 10.48%
- Finance - 9.84%
- Oil - 7.43%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Nifty 500 Value 50 Index Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of UTI-Nifty 500 Value 50 Index Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have UTI-Nifty 500 Value 50 Index Fund – Direct Growth generated ?
The UTI-Nifty 500 Value 50 Index Fund – Direct Growth has delivered 67.9% since inception
What is the expense ratio of UTI-Nifty 500 Value 50 Index Fund – Direct Growth ?
The expense ratio of UTI-Nifty 500 Value 50 Index Fund – Direct Growth is 0.58 % as of 19 September 2024.
What is the AUM of UTI-Nifty 500 Value 50 Index Fund – Direct Growth?
The AUM of UTI-Nifty 500 Value 50 Index Fund – Direct Growth is ₹3,10,822 Cr as of 19 September 2024
What are the top stock holdings of UTI-Nifty 500 Value 50 Index Fund – Direct Growth?
The top stock holdings of UTI-Nifty 500 Value 50 Index Fund – Direct Growth are
- O N G C - 5.86%
- NTPC - 5.46%
- Coal India - 5.29%
- Grasim Inds - 5.07%
- Vedanta - 4.88%
How can I redeem my investments in UTI-Nifty 500 Value 50 Index Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Nifty 500 Value 50 Index Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Nifty 500 Value 50 Index Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.