UTI Nifty50 Equal Weight Index Fund
Empty
1–7 yearsInvestment Horizon
Empty
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.5%
Sharpe Ratio0.02
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Jio Financial Services LtdFinancial Services2.12%
IndusInd Bank LtdFinancial Services2.07%
Shriram Finance LtdFinancial Services2.06%
Adani Ports & Special Economic Zone LtdCapital Goods2.05%
Bharat Electronics LtdCapital Goods2.05%
HDFC Life Insurance Co LtdFinancial Services2.04%
Adani Enterprises LtdEnergy & Infra2.04%
Power Grid Corp Of India LtdUtilities2.04%
UltraTech Cement LtdCapital Goods2.03%
Hindalco Industries LtdCapital Goods2.03%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.02%
Regulatory & Tax Information
INF789F1AYQ3
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)