UTI - NIFTY Index Fund-Growth Option- Direct

UTI - NIFTY Index Fund-Growth Option- Direct of UTI Mutual Fund has asset class type as Index-Large-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.12

Age

NA Years

Fund Manager

Kaushik Basu

AuM (Rs Crores)

958.0967

Asset Class

Index-Large-Cap

Net Asset Value:

71.222

Rating

2

Benchmark

Nifty 50 TRI

Fund Type

Large Cap

SEBI Category

Index Fund

Turnover Ratio(Monthly)

19.40%

Fund Manager Details:

Kaushik Basu B.Com(Hons), CAIIB (I), ICWA, LLB. He has an overall experience of 26 years including 12 years in the domestic Equity Capital markets. He in his earlier days has worked in the areas of Accounts and Money Market of erstwhile Unit Trust of India. He has worked as Equity Dealer for UTI and UTI AMC for 4 years.

Objective:

The principal investment objective of the scheme is to invest in stocks of companies comprising Nifty 5 Index and endeavor to achieve return equivalent to Nifty 5 Index by 'passive' investment. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Top Holdings:

  • Banks (26.8)
  • IT - Software (13.79)
  • Refineries (11.19)
  • Finance (1.1)
  • Automobile (8.19)
  • Tobacco Products (5.92)
  • Infrastructure Developers & Operators (4.24)
  • Pharmaceuticals (3.42)
  • FMCG (2.75)
  • Power Generation & Distribution (2.14)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition