UTI Nifty 500 Value 50 Index Fund Direct Growth
Equity
Direct
Index Funds
NAV: ₹ 10.1 as on 05-06-2023
Fund Performance
130 people have invested ₹ 7.9L in UTI Nifty 500 Value 50 Index Fund Direct Growth in the last three months
About the Fund
UTI Nifty 500 Value 50 Index Fund Direct Growth is an equity fund. This fund was started on 10 May, 2023. The fund is managed by Ayush Jain, Sharwan Kumar Goyal. The fund could potentially beat inflation in the long-run.
Key Parameters
- UTI Nifty 500 Value 50 Index Fund Direct Growth has a NAV of ₹10.1 as on 05-06-2023.
- UTI Nifty 500 Value 50 Index Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on 30-04-2023 and is less than category average.
- The fund has an expense ratio 0.
UTI Nifty 500 Value 50 Index Fund Direct Growth Overview
 | -- |
 Benchmark | Nifty 500 Value 50 TR INR |
 | ₹0 Cr |
 | 10 May, 2023 |
 | ₹5000/₹500 |
 | 0% |
 | No Lock-in |
 TurnOver | 0% |
Peer Analysis
UTI Nifty 500 Value 50 Index Fund Direct Growth Fund Manager
Ayush Jain
Fund Manager of UTI Nifty 500 Value 50 Index Fund Direct Growth, since 10 May 2023
Top funds managed
Sharwan Kumar Goyal
Fund Manager of UTI Nifty 500 Value 50 Index Fund Direct Growth, since 10 May 2023
Top funds managed
Fund Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 1.16% since inception which is less than its category average return of 9.14%
Frequently Asked Questions
The current NAV of UTI Nifty 500 Value 50 Index Fund Direct Growth is ₹10.12 as on 05-Jun-2023.
Existing (Absolute + CAGR) as on 05-Jun-2023.
UTI Nifty 500 Value 50 Index Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
The alpha ratio for the UTI Nifty 500 Value 50 Index Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
UTI Nifty 500 Value 50 Index Fund Direct Growth | - | - | - |
As on May 2023
The alpha for UTI Nifty 500 Value 50 Index Fund Direct Growth is calculated against Nifty 500 Value 50 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the UTI Nifty 500 Value 50 Index Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
UTI Nifty 500 Value 50 Index Fund Direct Growth | - | - | - |
As on May 2023
The Beta for UTI Nifty 500 Value 50 Index Fund Direct Growth is calculated with Nifty 500 Value 50 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the UTI Nifty 500 Value 50 Index Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
UTI Nifty 500 Value 50 Index Fund Direct Growth | - | - | - |
As on May 2023
The sharpe ratio for UTI Nifty 500 Value 50 Index Fund Direct Growth is calculated with Nifty 500 Value 50 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the UTI Nifty 500 Value 50 Index Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
UTI Nifty 500 Value 50 Index Fund Direct Growth | - | - | - |
As on May 2023
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Ayush Jain, Sharwan Kumar Goyal are the fund managers of UTI Nifty 500 Value 50 Index Fund Direct Growth
The Exit load of UTI Nifty 500 Value 50 Index Fund Direct Growth is 0%