UTI Nifty50 Equal Weight Index Fund
Get the latest NAV of UTI Nifty50 Equal Weight 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.
₹14.67
1D
NAV as on 12 May 2026
13.99%/per year
Since Inception
▲▼
368 people have invested ₹ 45.2L in UTI Nifty50 Equal Weight Index Fund in the last three months
Peer comparison
UTI Nifty50 Equal Weight Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Nifty50 Equal Weight Index Fund Asset Allocation
See fund asset allocation details as on (13-Apr-26)
Fund Distribution
as on (13-Apr-26)
UTI Nifty50 Equal Weight Index Fund Sector Allocation
See fund sector allocation details as on (13-Apr-26)
Sector Allocation
Top 3 Sectors in March were Financial Services, Consumer Cyclical & Basic Materials
Financial Services
22%
Consumer Cyclical
16%
Basic Materials
12%
Financial Services
22%
Consumer Cyclical
16%
Basic Materials
13%
UTI Nifty50 Equal Weight Index Fund Holdings Details
as on (30-Apr-26)
UTI Nifty50 Equal Weight Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.32% |
Benchmark | NIFTY50 Equal Weight TR INR |
| AUM | ₹136 Cr |
| Inception Date | 7 June, 2023 |
| Min Lumpsum/SIP | ₹1,000/₹500 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 39.88% |
| Risk |   Very High Risk |
About UTI Nifty50 Equal Weight Index Fund
UTI Nifty50 Equal Weight Index Fund is an equity fund. This fund was started on 7 June, 2023. The fund is managed by Sharwan Kumar Goyal, Ayush Jain. The fund could potentially beat inflation in the long-run.
Key Parameters
- UTI Nifty50 Equal Weight Index Fund has ₹136 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
- The fund has an expense ratio 0.3.
Returns
UTI Nifty50 Equal Weight Index Fund has given a CAGR return of 13.99% since inception. Over the last 1 year the fund has given a CAGR return of 3.75%.
Holdings
UTI Nifty50 Equal Weight Index Fund has allocated its funds majorly in Financial Services, Consumer Cyclical, Basic Materials, Health, Tech, Energy, Consumer Defensive, Industrial, Utilities, Communication. Its top holdings are Adani Enterprises Ltd, Adani Ports & Special Economic Zone Ltd, Nestle India Ltd, Trent Ltd, Hindalco Industries 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 Nifty50 Equal Weight Index Fund
The Investment Objective of the Scheme is to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. UTI Nifty50 Equal Weight Index Fund has no lock in period.
Fund Manager
Sharwan Kumar Goyal
Fund Manager of UTI Nifty50 Equal Weight Index Fund, since 7 June 2023
Ayush Jain
Fund Manager of UTI Nifty50 Equal Weight Index Fund, since 7 June 2023
- AUM of the fund stands at 120.4 Cr as of Mar'26
- AUM decreased by 7.2 Cr between Mar'26 and Feb'26
Frequently Asked Questions for UTI Nifty50 Equal Weight Index Fund
How do I invest in UTI Nifty50 Equal Weight Index Fund?
- Download the INDmoney app.
- Search for ‘UTI Nifty50 Equal Weight 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.