UTI Nifty 50 Index Fund Regular Plan-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.34%
NAV: ₹170.16 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of UTI Nifty 50 Index Fund Regular Plan-Growth

  • ₹28,063.6 Cr
    AUM
  • ₹170.16
    NAV
  • 0.37%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
Calculate your Returns
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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.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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UTI Nifty 50 Index Fund Regular Plan-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.34% NA 2.02%
6 Months 2.80% NA 10.55%
1 Year -3.44% -3.44% -1.10%
2 Years 3.05% 1.51% 17.47%
3 Years 30.57% 9.30% 15.47%
5 Years 43.33% 7.47% 19.14%
7 Years 117.34% 11.73% NA
10 Years 216.11% 12.20% 12.83%
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As on Thu Nov 05, 2026

Asset Allocation of UTI Nifty 50 Index Fund Regular Plan-Growth

equities

100.00%

debt instruments

0.02%
Large Cap: 98.62%
Mid Cap: 1.38%
Small Cap: 0.00%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
12.72%
Hdfc Bank Ltd
12.87%
Hdfc Bank Ltd
12.77%
Hdfc Bank Ltd
12.77%
Hdfc Bank Ltd
12.29%
 
Top Sectors
Financial
228.13%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About UTI Nifty 50 Index Fund Regular Plan-Growth

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 ₹28,063.6 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.37%.
The portfolio allocation consists of 100.00% in equities, 0.02% in debt instruments.Managed by Sharwan Kumar Goyal, it has delivered a return of -3.44% in the last year, a total return since inception of 11.21%.
Based on individual goals individuals may evaluate best sip plan during the overall investment planning.

Read more
  • Ayush Jain

    Fund Manager

  • Mr. Jain is B.Com, C.A and CFA (level 1).

    Manager Education

  • Sharwan Kumar Goyal

    Fund Manager

  • Mr.Goyal is B.Com, CFA and MMS.

    Manager Education

Key Metrics of UTI Nifty 50 Index Fund Regular Plan-Growth

  • Standard Deviation
    14.01%
  • Mean
    8.10%
  • Sharpe Ratio
    0.18%
  • Alpha
    -1.43%
  • Beta
    0.95%
  • Sortino Ratio
    0.23%

UTI Nifty 50 Index Fund Regular Plan-Growth Fund Details

Fund Names UTI Nifty 50 Index Fund Regular Plan-Growth
Inception Date 06 Mar 2000
Lock In No Lock-in
SIP Minimum Investment amount ₹500
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹100
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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UTI Nifty 50 Index Fund Regular Plan-Growth Fund Returns Comparison

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

UTI BSE Sensex Next 50 ETF-Growth

SBI BSE Sensex Next 50 ETF-IDCW

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
UTI BSE Sensex Next 50 ETF-Growth trend ₹32 3.40% -3.88% -0.90% 15.83% 13.08%
SBI BSE Sensex Next 50 ETF-IDCW trend ₹24 3.37% -3.92% -0.94% 15.78% 13.04%
Nippon India ETF BSE Sensex Next 50-Growth trend ₹138 3.37% -3.94% -1.02% 15.64% 12.85%
Nippon India Large Cap Fund Direct-Growth trend ₹51,296 6.68% -1.63% -2.81% 12.56% 12.75%
Nippon India Large Cap Fund Direct-IDCW trend ₹51,296 6.68% -1.63% -2.81% 12.56% 12.75%
Nippon India Large Cap Fund-Growth trend ₹51,296 6.61% -1.82% -3.57% 11.62% 11.81%
Nippon India Large Cap Fund-IDCW trend ₹51,296 6.61% -1.82% -3.57% 11.62% 11.81%
Aditya Birla Sun Life Nifty Next 50 ETF-Growth trend ₹53 3.75% -3.41% 3.21% 17.84% 11.71%
UTI Nifty Next 50 Exchange Traded Fund-Growth trend ₹2,197 3.77% -3.47% 3.19% 17.82% 11.71%
ICICI Prudential Nifty Next 50 ETF-Growth trend ₹2,612 3.76% -3.50% 3.00% 17.73% 11.65%
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increase 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
UTI Nifty 50 ETF increase ₹69,624 8.82% -0.27% 2.93% -3.18% 9.62%
UTI BSE Sensex ETF-IDCW increase ₹54,461 9.61% 1.01% 3.80% -4.08% 8.32%
UTI Nifty 50 Index Fund Direct-Growth increase ₹28,064 8.81% -0.31% 2.86% -3.33% 9.43%
UTI Nifty 50 Index Fund Direct-IDCW increase ₹28,064 8.81% -0.31% 2.86% -3.33% 9.43%
UTI Nifty 50 Index Fund Regular Plan-IDCW increase ₹28,064 8.80% -0.34% 2.80% -3.44% 9.30%
UTI Large Cap Fund Regular Plan-Growth increase ₹11,436 8.20% 0.30% 4.63% -2.80% 8.82%
UTI Large Cap Fund Direct-Growth increase ₹11,436 8.26% 0.47% 5.02% -2.04% 9.72%
UTI Large Cap Fund Regular Plan-IDCW increase ₹11,436 8.20% 0.30% 4.63% -2.80% 8.82%
UTI Large Cap Fund Direct-IDCW increase ₹11,436 8.26% 0.47% 5.02% -2.04% 9.72%
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increase growth is based on 1-month returns of the funds

UTI Nifty 50 Index Fund Regular Plan-Growth Calculator

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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Nifty 50 ETF-IDCW trend ₹203,017 ₹264.57 9.60% 7.76% 12.50%
SBI BSE Sensex ETF trend ₹115,576 ₹885.15 8.31% 7.01% 12.49%
ICICI Prudential Large Cap Fund Direct-Growth trend ₹76,352 ₹120.53 12.21% 10.90% 14.00%
ICICI Prudential Large Cap Fund-Growth trend ₹76,352 ₹109.00 11.59% 10.26% 13.23%
ICICI Prudential Large Cap Fund Direct-IDCW trend ₹76,352 ₹60.98 12.21% 10.90% 14.00%
ICICI Prudential Large Cap Fund-IDCW trend ₹76,352 ₹29.39 11.59% 10.26% 13.23%
UTI Nifty 50 ETF trend ₹69,624 ₹272.44 9.62% 7.77% 12.51%
Nippon India ETF Nifty 50 Bees trend ₹65,179 ₹279.96 9.62% 7.78% 12.50%
UTI BSE Sensex ETF-IDCW trend ₹54,461 ₹879.95 8.32% 7.01% 12.52%
SBI Large Cap Fund-Growth trend ₹52,373 ₹94.14 10.28% 8.47% 11.58%
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Top funds are based on Fund AUM

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UTI Nifty 50 Index Fund Regular Plan-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial12.72%₹3,428.61 Cr
Hdfc Bank LtdFinancial12.87%₹3,409.51 Cr
Hdfc Bank LtdFinancial12.77%₹3,288.25 Cr
Hdfc Bank LtdFinancial12.77%₹3,288.25 Cr
Hdfc Bank LtdFinancial12.29%₹3,260.30 Cr
Hdfc Bank LtdFinancial13.67%₹3,245.07 Cr
Hdfc Bank LtdFinancial11.14%₹3,196.96 Cr
Hdfc Bank LtdFinancial11.14%₹3,196.96 Cr
Hdfc Bank LtdFinancial11.14%₹3,196.96 Cr
Hdfc Bank LtdFinancial11.83%₹3,155.26 Cr
Hdfc Bank LtdFinancial12.87%₹3,133.02 Cr
Hdfc Bank LtdFinancial10.74%₹2,990.78 Cr
Hdfc Bank LtdFinancial10.53%₹2,931.40 Cr
Hdfc Bank LtdFinancial10.38%₹2,913.63 Cr
Hdfc Bank LtdFinancial10.38%₹2,913.63 Cr
Hdfc Bank LtdFinancial10.38%₹2,913.63 Cr
Hdfc Bank LtdFinancial10.38%₹2,913.63 Cr
Hdfc Bank LtdFinancial10.38%₹2,913.63 Cr
Hdfc Bank LtdFinancial9.85%₹2,905.16 Cr
Hdfc Bank LtdFinancial9.85%₹2,905.16 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
UTI BSE Sensex Next 50 ETF-Growth increase ₹92.49 15.83% 13.08% -
SBI BSE Sensex Next 50 ETF-IDCW increase ₹927.25 15.78% 13.04% -
Nippon India ETF BSE Sensex Next 50-Growth increase ₹90.50 15.64% 12.85% -
Nippon India Large Cap Fund Direct-Growth increase ₹101.36 12.56% 12.75% -
Nippon India Large Cap Fund Direct-IDCW increase ₹40.32 12.56% 12.75% -
Nippon India Large Cap Fund-Growth increase ₹89.93 11.62% 11.81% -
Nippon India Large Cap Fund-IDCW increase ₹26.29 11.62% 11.81% -
Aditya Birla Sun Life Nifty Next 50 ETF-Growth increase ₹75.75 17.84% 11.71% -
UTI Nifty Next 50 Exchange Traded Fund-Growth increase ₹77.64 17.82% 11.71% -
ICICI Prudential Nifty Next 50 ETF-Growth increase ₹75.84 17.73% 11.65% -
View More
increase 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 Wed Sep 30, 2026, UTI Nifty 50 Index Fund Regular Plan-Growth manages assets worth ₹28,063.6 crore

How has UTI Nifty 50 Index Fund Regular Plan-Growth performed recently?

  • 3 Months: -0.34%
  • 6 Months: 2.80%

What is the long-term performance of UTI Nifty 50 Index Fund Regular Plan-Growth?

  • 3 Years CAGR: 9.30%
  • 5 Years CAGR: 7.47%
  • Since Inception: 11.21%

What is the portfolio composition of UTI Nifty 50 Index Fund Regular Plan-Growth?

Equity: 100.00%, Debt: 0.02%, Others: -0.02%.

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: 98.62%, Mid Cap: 1.38%.

Which are the top companies UTI Nifty 50 Index Fund Regular Plan-Growth has invested in?

  • HDFC Bank Ltd – 12.72% of the fund's portfolio
  • HDFC Bank Ltd – 12.87% of the fund's portfolio
  • HDFC Bank Ltd – 12.77% of the fund's portfolio
  • HDFC Bank Ltd – 12.77% of the fund's portfolio
  • HDFC Bank Ltd – 12.29% of the fund's portfolio

Which are the major sectors UTI Nifty 50 Index Fund Regular Plan-Growth focuses on?

  • Financial – 228.13% of the fund's portfolio
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