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Overlap AnalysisRisk ProfilingFund Recommendations
Other Scheme - Index FundsRegular Plan

UTI Nifty 50 Index Fund

UTI Mutual Fund

Current NAV

₹160.5162

▼ -8.81% (1Y)

As of 16-10-2026

Fund Size

Expense Ratio

Min SIP

Min Lumpsum

ISIN

Launched

Benchmark

Exit Load

Regular Plan

Curated and distributed through AMFI-registered distributors. Invest with confidence — Finadore · ARN-300809.

Trailing Returns

1W

2.80%

1M

0.31%

3M

4.72%

6M

4.30%

1Y

8.81%

3Y CAGR

6.21% p.a.

5Y CAGR

5.65% p.a.

Since Inception

—

NAV History

16-1010-1203-0227-0321-0514-0702-09₹152₹160₹168₹176₹184
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Tax Treatment

FY 2024-25 onward

< 1 Year

20% Short Term Capital Gains (STCG)

> 1 Year

12.5% Long Term Capital Gains (LTCG) above ₹1.25L

ELSS

3-year lock-in. LTCG applies after lock-in

Tax rates are applicable on capital gains at the time of redemption. Dividends are taxed at applicable income tax slab rates. Consult a tax advisor for personalized advice.

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future returns. Returns above 1 year are CAGR. NAV data: AMFI India. Holdings & ratios: mfdata.in. Finadore is an AMFI-registered Mutual Fund Distributor (ARN-300809).

Fund Information

Fund HouseUTI Mutual Fund
CategoryOther Scheme - Index Funds
TypeOpen Ended Schemes
PlanRegular Plan
Launch Date03-04-2006
Scheme Code100822

Invest with Finadore

Expert guidance, SIP setup and portfolio review. AMFI Registered · ARN-300809

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Investment Returns Calculator

What ₹X invested in UTI Nifty 50 Index Fund in the past would be worth today

₹10,000

Amount Invested

₹10,000

on 17-10-2023

Current Value

₹11,981

as of 16-10-2026

Total Gain

+₹1,981

Absolute Return

+19.81%

CAGR

+6.21% p.a.

Bought @ ₹133.9811 · 74.6374 unitsCurrent NAV ₹160.5162

* Based on actual historical NAV data. Past performance is not indicative of future returns. Assumes lumpsum investment.

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