UTI Nifty Index (Equity, Large Cap)

Moderately High
18 yrs 10 monthsStarted on:06 Mar 2000
₹ 1055.82 Cras on: 18 Dec 2018
Long Term Horizon
0.20%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by passive investment.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD4.65
1 Month2.08
1 YR6.08
2 YR16.75
3 YR13.03

SIP Returns

TenureReturns (CAGR)
1 YR3.56
2 YR9.2
3 YR11.77
5 YR10.53
10 YR11.11

Portfolio

Company Name% Assets
HDFC Bank Ltd.10.54
Reliance Industries Ltd.9.22
Housing Development Finance Corpn. Ltd.7.46
Infosys Ltd.5.85
ITC Ltd.5.65
ICICI Bank Ltd.5.27
Tata Consultancy Services Ltd.4.87
Larsen & Toubro Ltd.4.08
Kotak Mahindra Bank Ltd.3.8
Hindustan Unilever Ltd.2.89

Top Sectoral Holdings

Sector Name% Assets
Financial37.52
Energy15.24
Technology13.9
FMCG8.54
Automobile7.3
Construction5.83
Metals3.28
Healthcare2.65
Chemicals2.04
Communication1.46

Indicators

LabelValue
Portfolio turnover ratio17
Standard Deviation14.29%
Beta0.99%
Sharpe Ratio0.43

Kaushik Basu,Sharwan Kumar Goyal,Kamal Gada

Mr. Basu is a B.Com (H), CAIIB, ICWA and LLB degree.Mr.Goyal is B.Com, CFA and MMS.Mr. Gada is B.com, CA, CS, & CFA
He has been associated with UTI AMC for over a decade. Has 10 years of experience in Risk Management, Equity Research and portfolio Analysis.Prior to joining UTI Mutual Fund he has worked with BPCL as Senior Accounts Officer.
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