UTI Nifty 50 Index Fund Regular Plan-Growth
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Equity, Large Cap, Principal at very high risk
1 Year Return 9.45% at 22 Dec 2025 06:30 PM
Fund Details
NAV 178.8168
Sub-Type Large Cap
Rating 4
Min. SIP Amount ₹500.0
Fund Age(Year) 25.8
Fund Size(in Crores) 26491.93
Fund Performance
1 Month -0.34%
3 Month 2.6%
6 Month 5.29%
1 Year 9.45%
3 Year 13.02%
5 Year 14.49%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.06%) Market Cap Large Cap 1.25 Small Cap 87.47 Mid Cap 6.35 Top Sectors Financial 20.91 Capital Goods 17.5 Technology 11.04 Healthcare 10.52 Services 9.52 Consumer Discretionary 7.04 Materials 5.91 Metals & Mining 3.99 Automobile 2.66 Chemicals 2.21 Construction 1.91 Consumer Staples 1 Textiles 0.84 Top Holding Aster DM Healthcare 6.28 TVS Holdings 2.66 Butterfly Gandhimathi 0.72 Westlife Foodworld 1.4 Angel One 4.64 CSB Bank 4.12 Century Plyboards (India) 0.77 EID Parry 1 Procter & Gamble Health 2.74 Tata Steel 1.25 SIS 2.1 Ganesha Ecosphere 0.84 Kei Industries 3.64 Safari Industries (India) 6.32 Brigade Enterprises 1.91 MTAR Technologies 2.35 MCX 0.73 Sapphire Foods 3.47 Grindwell Norton 2.06 Affle 3I 4.66 Natco Pharma 1.49 Equitas Small Finance Bank 3.22 Ujjivan Small Finance Bank 4.32 MM Forgings 0.38 Greenpanel Industries 3.16 RHI Magnesita 1.74 Birlasoft 1.93 R Systems International 1.37 Esab India 2.28 Navin Fluorine International 2.21 KSB 3.93 Kalpataru Projects Intl. 2.38 Can Fin Homes 2.6 RateGain Travel 3.08 Shivalik Bimetal Controls 1.2 Venus Pipes & Tubes 0.3 Cholamandalam Financial 2.01 PVR Inox 1.81 JK Cement 1.98
Debt & Others (4.94%) Sector Allocation Net Payables -1.32 Repo 6.25 Debt Credit Ratings Debt Category Others 4.94
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -0.36% Ret 1Y 9.16% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -0.36% Ret 1Y 9.16% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -0.2% Ret 1Y 8.06% Ret 3Y 14.41% Ret 5Y 11.55%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -0.2% Ret 1Y 8.06% Ret 3Y 14.41% Ret 5Y 11.55%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -0.2% Ret 1Y 8.06% Ret 3Y 14.41% Ret 5Y 11.55%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -1.44% Ret 1Y 2.64% Ret 3Y 13.44% Ret 5Y 10.7%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -1.44% Ret 1Y 2.64% Ret 3Y 13.44% Ret 5Y 10.7%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -1.44% Ret 1Y 2.64% Ret 3Y 13.44% Ret 5Y 10.7%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -0.66% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -0.66% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M 0.18% Ret 1Y 5.73% Ret 3Y 15.35% Ret 5Y 19.59%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.33%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Ayush Jain
Education Mr. Jain is B.Com, C.A and CFA (level 1).
Experience Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
Deepesh Agarwal
Education Mr. Agarwal is B.Com, C.A and CFA.
Experience Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.
Sharwan Kumar Goyal
Education Mr.Goyal is B.Com, CFA and MMS.
Experience He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 27
Date of Incorporation 2000-03-06
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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