uti-nifty-50-index-fund-direct-g

UTI-Nifty 50 Index Fund - Direct (G)

  1. Equity
  2. Index Funds
  • NAV as on Aug 01, 2025 ₹171.21
  • Total Returns 12.98% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
uti-nifty-50-index-fund-direct-g

Overview of UTI-Nifty 50 Index Fund - Direct (G)

  • Fund House
    UTI-Nifty 50 Index Fund
  • Fund Size
    ₹24,116 Cr
  • Expense Ratio
    0.19%
  • Benchmark
    Nifty 50 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • Exit Load
    Nil
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹1000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

UTI-Nifty 50 Index Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

UTI-Nifty 50 Index Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • -2.78%
  • 2.39%
  • 6.07%
  • 0.33%
  • 14.03%
  • 18.6%

Category Average

  • -1.95%
  • 3.56%
  • 5.44%
  • 1.48%
  • 14.67%
  • 19.06%

Fund Asset Allocation

Top holdings

Top Sectors

  • Banks
    31.17%
  • IT-Software
    11.91%
  • Petroleum Products
    8.12%
  • Automobiles
    6.92%
  • Diversified FMCG
    5.47%
  • Finance
    4.79%

More about UTI-Nifty 50 Index Fund - Direct (G)

UTI-Nifty 50 Index Fund - Direct (G) is a mutual fund under the Index Funds category, managed by UTI Mutual Fund. It was launched on 14 Nov 2002, and has been active for over 23 years. As of 30 Jun 2025 the fund manages assets worth ₹24,116 Crores. The expense ratio is 0.19%.

This fund generated returns of 0.33% in the last 1 year. Since its inception, it has provided an average annual return of 12.98%.

The fund's investments are mainly concentrated in sectors like Banks, IT-Software, Petroleum Products, Automobiles and Diversified FMCG.

The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Reliance Industr, Infosys and Bharti Airtel.

Fund Managers

  • Ayush Jain
  • Sharwan Kumar Goyal

Investment Objective

The principal investment objective of the scheme is to invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by 'passive' investment. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

uti-nifty-50-index-fund-direct-g

Frequently Asked Questions about UTI-Nifty 50 Index Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Index funds are generally low-risk as they spread investments across an entire market index, reducing the impact of individual stock volatility.

  2. Should I invest in {{fund_type}} ?

    Yes, if you’re looking for a low-cost way to invest in the market and are comfortable with moderate returns that match market trends.

  3. How long should I stay invested in {{fund_type}} ?

    Ideally, you should stay invested for the long term, as index funds perform best over extended periods.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, index funds are open-ended, so you can withdraw at any time, but it's best to hold them long-term.

  5. What are the expenses involved in {{fund_type}} ?

    Index funds usually have low expense ratios due to passive management, often ranging from 0.1% to 0.5%.

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