UTI Nifty 50 Index Fund-Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sharwan Kumar Goyal. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.21% |
Benchmark | IISL Nifty 50 TR INR |
AUM | ₹16199 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 0% |
Lock In | No Lock-in |
TurnOver | 6.34% |
Size breakup
UTI Nifty 50 Index Fund-Direct Payout Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 0.54% | 0.54% |
6 Month Returns | 12.5% | 12.5% |
1 Year Returns | 25.36% | 25.36% |
3 Years Returns | 55.75% | 15.92% |
5 Years Returns | 96.47% | 14.46% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
UTI Nifty 50 Index Fund-Direct Payout Inc Dist cum Cap Wdrl | -0.22 | -0.23 | -0.29 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
UTI Nifty 50 Index Fund-Direct Payout Inc Dist cum Cap Wdrl | 1 | 1 | 1 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
UTI Nifty 50 Index Fund-Direct Payout Inc Dist cum Cap Wdrl | 1.9 | 0.81 | 0.58 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
UTI Nifty 50 Index Fund-Direct Payout Inc Dist cum Cap Wdrl | 10.55 | 12.88 | 18.6 |