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Fund Overview of UTI Nifty 50 Index Fund Regular Plan-growth
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₹27,826.9 CrAUM
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₹166.24NAV
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0.34%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of UTI Nifty 50 Index Fund Regular Plan-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 2.33% | NA | 2.02% |
| 6 Months | -6.50% | NA | 10.55% |
| 1 Year | -2.35% | -2.35% | -1.10% |
| 2 Years | 4.20% | 2.08% | 17.47% |
| 3 Years | 30.85% | 9.38% | 15.47% |
| 5 Years | 59.66% | 9.81% | 19.14% |
| 7 Years | 118.23% | 11.79% | NA |
| 10 Years | 220.28% | 12.34% | 12.83% |
Compare UTI Nifty 50 Index Fund Regular Plan-growth with other mutual funds in the same category
UTI Nifty 50 Index Fund Regular Plan-growth
Bharat 22 Etf-growth
ICICI Prudential Bharat 22 Fof Direct-growth
Asset Allocation
equities
99.77%other assets or cash equivalents
0.23%UTI Nifty 50 Index Fund Regular Plan-growth is one Equity mutual fund offered by UTI Mutual Fund. Launched on 06 Mar 2000, the fund aims Capital growth in tune with the index returns. Passive investment in equity instruments comprised in CNX Nifty Index. It manages assets worth ₹27,826.9 crore as on Sun May 31, 2026. The expense ratio stands at 0.34%. Fund Manager Manager Education Fund Manager Manager EducationAbout UTI Nifty 50 Index Fund Regular Plan-growth
The portfolio allocation consists of 99.77% in equities, 0.23% in other assets or cash equivalents.Managed by Sharwan Kumar Goyal, it has delivered a return of -2.35% in the last year, a total return since inception of 11.28%.
Based on individual goals individuals may evaluate best sip plan during the overall investment planning.
Key Metrics of UTI Nifty 50 Index Fund Regular Plan-growth
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Standard Deviation13.80%
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Sharpe Ratio0.28%
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Alpha-1.63%
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Beta0.95%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bharat 22 Etf-growth  |
₹10,487 | -0.56% | 1.36% | 9.90% | 22.14% | 24.85% |
| ICICI Prudential Bharat 22 Fof Direct-growth |
₹2,883 | -0.69% | 1.26% | 9.53% | 21.88% | 24.66% |
| ICICI Prudential Bharat 22 Fof-growth |
₹2,883 | -0.69% | 1.26% | 9.53% | 21.87% | 24.65% |
Nippon India Large Cap Fund Direct-growth  |
₹51,660 | 2.65% | 4.13% | 0.81% | 14.82% | 16.24% |
| Nippon India Large Cap Fund Direct-idcw |
₹51,660 | 2.65% | 4.13% | 0.81% | 14.82% | 16.24% |
| UTI Bse Sensex Next 50 Etf-growth |
₹33 | 4.13% | 9.99% | 5.10% | 18.43% | 15.96% |
| SBI Bse Sensex Next 50 Etf-idcw |
₹25 | 4.14% | 9.99% | 5.06% | 18.39% | 15.96% |
| Nippon India Etf Bse Sensex Next 50-growth |
₹117 | 4.13% | 9.96% | 4.94% | 18.24% | 15.76% |
| Nippon India Large Cap Fund-growth |
₹51,660 | 2.58% | 3.93% | -0.01% | 13.85% | 15.26% |
| Nippon India Large Cap Fund-idcw |
₹51,660 | 2.58% | 3.93% | -0.01% | 13.85% | 15.26% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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UTI Nifty 50 Etf
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₹68,963 | 2.04% | 2.40% | -6.37% | -2.07% | 9.70% |
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UTI Bse Sensex Etf-idcw
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₹53,052 | 2.68% | 1.67% | -8.49% | -4.53% | 7.89% |
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UTI Nifty 50 Index Fund Direct-growth
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₹27,827 | 2.04% | 2.36% | -6.45% | -2.24% | 9.51% |
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UTI Nifty 50 Index Fund Regular Plan-idcw
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₹27,827 | 2.02% | 2.33% | -6.50% | -2.35% | 9.38% |
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UTI Nifty 50 Index Fund Direct-idcw
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₹27,827 | 2.04% | 2.36% | -6.45% | -2.24% | 9.51% |
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UTI Large Cap Fund Regular Plan-growth
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₹11,853 | 2.35% | 3.60% | -6.73% | -3.64% | 8.91% |
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UTI Large Cap Fund Direct-growth
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₹11,853 | 2.42% | 3.80% | -6.35% | -2.85% | 9.83% |
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UTI Large Cap Fund Regular Plan-idcw
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₹11,853 | 2.35% | 3.60% | -6.73% | -3.64% | 8.91% |
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UTI Large Cap Fund Direct-idcw
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₹11,853 | 2.42% | 3.80% | -6.35% | -2.85% | 9.83% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Nifty 50 Etf-idcw |
₹205,278 | ₹258.21 | 9.69% | 10.11% | 12.65% |
| SBI Bse Sensex Etf |
₹115,687 | ₹856.13 | 7.88% | 9.25% | 12.45% |
| ICICI Prudential Large Cap Fund-growth |
₹76,297 | ₹107.95 | 13.71% | 13.42% | 13.83% |
| ICICI Prudential Large Cap Fund Direct-growth |
₹76,297 | ₹119.14 | 14.35% | 14.08% | 14.62% |
| ICICI Prudential Large Cap Fund Direct-idcw |
₹76,297 | ₹60.28 | 14.35% | 14.08% | 14.62% |
| ICICI Prudential Large Cap Fund-idcw |
₹76,297 | ₹29.11 | 13.71% | 13.42% | 13.83% |
| UTI Nifty 50 Etf |
₹68,963 | ₹265.89 | 9.70% | 10.13% | 12.67% |
| Nippon India Etf Nifty 50 Bees |
₹62,890 | ₹273.21 | 9.70% | 10.13% | 12.63% |
| SBI Large Cap Fund-growth |
₹53,527 | ₹93.59 | 10.81% | 11.36% | 12.14% |
| SBI Large Cap Direct Plan-growth |
₹53,527 | ₹104.31 | 11.57% | 12.14% | 13.06% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 10.53% | ₹2,931.40 Cr |
| Icici Bank Ltd | Financial | 8.30% | ₹2,310.72 Cr |
| Reliance Industries Ltd | Energy & Utilities | 8.25% | ₹2,295.70 Cr |
| Bharti Airtel Ltd | Technology | 5.19% | ₹1,444.20 Cr |
| Larsen & Toubro Ltd | Industrials | 4.42% | ₹1,231.30 Cr |
| Infosys Ltd | Technology | 3.76% | ₹1,047.09 Cr |
| State Bank Of India | Financial | 3.70% | ₹1,029.54 Cr |
| Axis Bank Ltd | Financial | 3.41% | ₹949.67 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.61% | ₹727.64 Cr |
| Itc Ltd | Consumer Staples | 2.56% | ₹711.37 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.52% | ₹700.13 Cr |
| Bajaj Finance Ltd | Financial | 2.25% | ₹625.06 Cr |
| Tata Consultancy Services Ltd | Technology | 2.13% | ₹593.42 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 1.77% | ₹491.62 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 1.76% | ₹490.07 Cr |
| Ntpc Ltd | Energy & Utilities | 1.70% | ₹471.87 Cr |
| Zomato Ltd | Technology | 1.67% | ₹464.35 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 1.59% | ₹443.12 Cr |
| Tata Steel Ltd | Materials | 1.59% | ₹442.31 Cr |
| Titan Company Ltd | Consumer Discretionary | 1.55% | ₹432.57 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bharat 22 Etf-growth |
₹120.42 | 22.14% | 24.85% | - |
| ICICI Prudential Bharat 22 Fof Direct-growth |
₹35.19 | 21.88% | 24.66% | - |
| ICICI Prudential Bharat 22 Fof-growth |
₹35.18 | 21.87% | 24.65% | - |
| Nippon India Large Cap Fund Direct-growth |
₹100.60 | 14.82% | 16.24% | - |
| Nippon India Large Cap Fund Direct-idcw |
₹40.01 | 14.82% | 16.24% | - |
| UTI Bse Sensex Next 50 Etf-growth |
₹93.34 | 18.43% | 15.96% | - |
| SBI Bse Sensex Next 50 Etf-idcw |
₹936.23 | 18.39% | 15.96% | - |
| Nippon India Etf Bse Sensex Next 50-growth |
₹91.40 | 18.24% | 15.76% | - |
| Nippon India Large Cap Fund-growth |
₹89.52 | 13.85% | 15.26% | - |
| Nippon India Large Cap Fund-idcw |
₹26.17 | 13.85% | 15.26% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
UTI Nifty 50 Index Fund Regular Plan-growth
What is the current AUM of UTI Nifty 50 Index Fund Regular Plan-growth?
As of Sun May 31, 2026, UTI Nifty 50 Index Fund Regular Plan-growth manages assets worth ₹27,826.9 crore
How has UTI Nifty 50 Index Fund Regular Plan-growth performed recently?
- 3 Months: 2.33%
- 6 Months: -6.50%
What is the long-term performance of UTI Nifty 50 Index Fund Regular Plan-growth?
- 3 Years CAGR: 9.38%
- 5 Years CAGR: 9.81%
- Since Inception: 11.28%
What is the portfolio composition of UTI Nifty 50 Index Fund Regular Plan-growth?
Equity: 99.77%, Others: 0.23%.
Who manages UTI Nifty 50 Index Fund Regular Plan-growth?
UTI Nifty 50 Index Fund Regular Plan-growth is managed by Sharwan Kumar Goyal from UTI Mutual Fund.
What is the market-cap allocation of UTI Nifty 50 Index Fund Regular Plan-growth?
Large Cap: 100.00%.
Which are the top companies UTI Nifty 50 Index Fund Regular Plan-growth has invested in?
- HDFC Bank Ltd – 10.53% of the fund's portfolio
- ICICI Bank Ltd – 8.30% of the fund's portfolio
- Reliance Industries Ltd – 8.25% of the fund's portfolio
- Bharti Airtel Ltd – 5.19% of the fund's portfolio
- Larsen & Toubro Ltd – 4.42% of the fund's portfolio
Which are the major sectors UTI Nifty 50 Index Fund Regular Plan-growth focuses on?
- Financial – 30.81% of the fund's portfolio
- Technology – 12.75% of the fund's portfolio
- Energy & Utilities – 9.95% of the fund's portfolio
- Consumer Discretionary – 5.66% of the fund's portfolio
- Industrials – 4.42% of the fund's portfolio
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