UTI NIFTY50 Equal Weight Index Fund Direct Growth

Equity
Large Cap
Very High Risk
1M
6M
1Y
All
NAV: 22 Oct 2024₹14.28
Min. SIP amount₹500
RatingNA
Fund size₹97.35Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Absolute returns
3M6M1YAll
Fund returns1.6%15.7%34.8%46.3%
Category averageNANA35.4%NA
Rank with in category224953NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
EnergyEquity2.17%
Metals & MiningEquity2.10%
ConstructionEquity2.09%
Metals & MiningEquity2.09%
Metals & MiningEquity2.08%
AutomobileEquity2.06%
HealthcareEquity2.05%
AutomobileEquity2.04%
ChemicalsEquity2.04%
Consumer StaplesEquity2.04%
See All

Pros and cons

Category: Equity Large Cap

Pros

Exit load is zero

Cons

Higher expense ratio: 0.59%
1Y annualised returns lower than category average by 3.53%

Expense ratio, exit load and tax

Expense ratio: 0.59%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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