UTI Nifty 50 Index Fund(G)-Direct Plan
+8.83%
5Y annualised
+8.83%
5Y annualised
-0.48% 1D
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Buy, Hold or Sell?
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NAV : 27 Aug 2026
₹169.63
Min. SIP amount
₹500
Fund size (AUM)
29602 Cr
Expense ratio
0.17%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 27 Aug 2026
₹169.63
Min. SIP amount
₹500
Fund size (AUM)
29602 Cr
Expense ratio
0.17%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
99.71%
Others
0.29%
Sector Allocation
Bank
52.53%
Crude Oil
6.17%
It
6.11%
Automobile & Ancillaries
4.50%
Fmcg
3.61%
Finance
3.45%
Telecom
3.31%
Healthcare
2.95%
Others
16.44%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
No exit load
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Sharwan Kumar Goyal
Present
Ayush Jain
Present
Lokesh Kulthia
Present
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FAQs
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