UTI NIFTY50 Equal Weight Index Fund Hits Rs 153 Cr AUM

By Market DeskUTI NIFTY50 Equal Weight Index Fund Hits Rs 153 Cr AUM

Discover the latest performance metrics for UTI NIFTY50 Equal Weight Index Fund Direct Growth Plan, reporting Rs 153 Cr AUM and a 10.52% 3-year return.

The UTI NIFTY50 Equal Weight Index Fund Direct Growth Plan recorded an assets under management figure of Rs 153 crore as of September 18, 2026. This index-based mutual fund launched on June 7, 2023, and reported a net asset value of Rs 14.82.

Fund Metrics And Investment Details

Investors can evaluate the portfolio through several core performance and cost metrics reported by Univest:

  • 3-year annualized return: 10.52%
  • Expense ratio: 0.32%
  • Exit load: 0%
  • Minimum SIP amount: Rs 500

Portfolio Composition And Management

The fund maintains a high-risk profile with a portfolio primarily composed of large-cap equities. Significant sector exposure spans across IT, automobiles, banking, and healthcare segments.

Sharwan Kumar Goyal, Ayush Jain, and Lokesh Kulthia manage the fund operations and oversee its equity allocations.

Home/markets/Article