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Fund Facts
  • Name of Fund:
    UTI Nifty 500 Value 50 Index Fund
  • Opening:
    26th April 2023
  • Closing:
    8th May 2023
  • Scheme Type:
    Open Ended Equity Index Funds
  • Minimum Investment:
    Minimum initial investment amount is Rs 5,000/- and in multiples of Re.1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
  • Entry Load:
  • Exit Road:
  • Thereafter:

Fund Stats


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.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Sharwan Kumar Goyal, Ayush Jain

Asset Allocation

95-100% Securities covered by Nifty 500 Value 50 Index
upto 5% Money Market
Comparable existing schemes
Motilal Oswal Nifty 500 Index Fund -0.46(6M) 2.02(1Y)
Nippon India Nifty 50 Value 20 Index Fund 4.16(6M) 6.00(1Y)

Fund Prognosis

Idea Distiller

A timely product which fits into the current difficult market dynamics, where volatility and shifting valuations are the order of the day.

  • Fund House AAUM:

  • Rs. 23886835.58 Lakhs (as on 31st March 2023)

  • Fund Manager:

  • Experience of above 16 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

A very financially rewarding segment. There is a greater index universe but with a focused approach, within the universe. I will buy.