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UTI Nifty 50 Index Fund
Get the latest NAV of UTI Nifty 50 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹181.32
▲0.3%1D
NAV as on 10 Feb 2026
12.86%/per year
Since Inception
▲▼
80483 people have invested ₹ 71.5Cr in UTI Nifty 50 Index Fund in the last three months
INDmoney Rank
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UTI Nifty 50 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Nifty 50 Index Fund Asset Allocation
See fund asset allocation details as on (14-Jan-26)
Fund Distribution
as on (14-Jan-26)
UTI Nifty 50 Index Fund Sector Allocation
See fund sector allocation details as on (14-Jan-26)
Sector Allocation
Top 3 Sectors in December were Financial Services, Energy & Consumer Cyclical
Financial Services
37%
Energy
11%
Consumer Cyclical
11%
Financial Services
37%
Energy
11%
Consumer Cyclical
11%
UTI Nifty 50 Index Fund Holdings Details
as on (31-Jan-26)
UTI Nifty 50 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.21% |
Benchmark | Nifty 50 TR INR |
| AUM | ₹26517 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹1,000/₹500 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 7.65% |
| Risk |   Very High Risk |
About UTI Nifty 50 Index Fund
UTI Nifty Index Fund is a type of mutual fund that invests in a diverse basket of equities that comprise the Nifty 50 index. The Nifty 50 index is a National Stock platform (NSE) of India benchmark index that represents the performance of the top 50 firms listed on the platform.UTI Nifty Index Fund, as an index fund, seeks to mirror the performance of the Nifty 50 index by investing in the same stocks in the same proportions as the index. This means that the fund's returns are projected to closely match the Nifty 50 index's performance. The fund invests in leading companies such as Wipro, Infosys, ITC, and HUL.
Key Parameters
- UTI Nifty 50 Index Fund has ₹26517 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
- The fund has an expense ratio 0.2.
Returns
UTI Nifty 50 Index Fund has given a CAGR return of 12.86% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 12.00%, 14.34% and 12.50% respectively.
Holdings
UTI Nifty 50 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Energy, Industrial, Basic Materials, Consumer Defensive, Communication, Health, Utilities. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Infosys Ltd, Bharti Airtel Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of UTI Nifty 50 Index Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. UTI Nifty 50 Index Fund has no lock in period.
Fund Manager
Ayush Jain
Fund Manager of UTI Nifty 50 Index Fund, since 2 May 2022
Sharwan Kumar Goyal
Fund Manager of UTI Nifty 50 Index Fund, since 31 July 2018
- AUM of the fund stands at 26.9K Cr as of Dec'25
- AUM increased by 455.2 Cr between Dec'25 and Nov'25
Frequently Asked Questions for UTI Nifty 50 Index Fund
How do I invest in UTI Nifty 50 Index Fund?
- Download the INDmoney app.
- Search for ‘UTI Nifty 50 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.