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Fund Overview

Fund Size

Fund Size

-

Expense Ratio

Expense Ratio

-

ISIN

ISIN

INF789F1AG92

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

31 Aug 2026

About this fund

UTI Nifty 500 Index Fund Direct Growth is a Index Funds mutual fund schemes offered by UTI Mutual Fund. This fund has been in existence for NA, having been launched on 31-Aug-26
  • You can start investing in UTI Nifty 500 Index Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

SG

Sharwan Goyal

Since August 2026

AJ

Ayush Jain

Since August 2026

LK

Lokesh Kulthia

Since August 2026

Additional Scheme Details

ISIN
INF789F1AG92
Expense Ratio
-
Exit Load
No Charges
Fund Size
-
Age
0 month
Lumpsum Minimum
₹1,000
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TRI

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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About the AMC

UTI Mutual Fund

UTI Mutual Fund

Total AUM

₹3,62,105 Cr

Address

UTI Towers, Gn Block, Mumbai, 400 051

Other Funds by UTI Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
UTI Balanced Hybrid Fund Direct Growth

High Risk

-1.0%--
UTI Nifty 500 Index Fund Direct Growth

Very High Risk

-0.0%--
UTI Liquid Fund Direct Growth

Moderate Risk

0.2%0.0%₹26727.50 Cr6.5%
UTI Nifty500 Shariah Index Fund Direct Growth

Very High Risk

0.7%0.0%₹87.88 Cr-
UTI Children's Equity Fund Direct Growth

Very High Risk

1.2%0.0%₹1139.53 Cr-1.7%
UTI Multi Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹2130.93 Cr7.9%
UTI Income Plus Arbitrage Active Fund of Fund Direct Growth

Moderately High risk

0.2%0.0%₹185.30 Cr5.8%
UTI Nifty India Manufacturing Index Fund Direct Growth

Very High Risk

0.8%0.0%₹30.57 Cr15.3%
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth

Very High Risk

1.0%0.0%₹126.84 Cr10.4%
UTI Quant Fund Direct Growth

Very High Risk

0.6%1.0%₹1539.06 Cr2.9%
UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth

Very High Risk

0.9%0.0%₹75.77 Cr2.9%
UTI Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.7%0.0%₹75.54 Cr11.4%
UTI Nifty Private Bank Index Fund Direct Growth

Very High Risk

0.6%0.0%₹220.32 Cr5.4%
UTI Nifty200 Quality 30 Index Fund Direct Growth

Very High Risk

0.7%0.0%₹544.55 Cr0.5%
UTI Innovation Fund Direct Growth

Very High Risk

1.1%1.0%₹789.89 Cr3.4%
UTI Fixed Income Interval Fund Annual Plan I Direct Growth

Low Risk

-0.0%₹13.13 Cr5.2%
UTI Fixed Term Income Fund - Series XXXV-I (1260 Days) Direct Growth

Low Risk

-0.0%₹316.65 Cr6.0%
UTI Fixed Term Income Fund - Series XXXV-III (1176 Days) Direct Growth

Low to Moderate Risk

-0.0%₹42.79 Cr6.0%
UTI FIIF Ser 2 Qt Interval V Direct Growth

Low Risk

-1.0%₹2.20 Cr6.3%
UTI Fixed Income Interval Fund Quarterly I Direct Growth

Low Risk

-0.0%₹9.74 Cr6.5%
UTI Fixed Inc Intvl Series2 Qt Intvl VI Direct Growth

Moderate Risk

-1.0%₹8.54 Cr6.8%
UTI-Fixed Term Income Fund - Series XXX-VI (1107 days) Direct Growth

Low to Moderate Risk

-0.0%-10.0%
UTI-Fixed Term Income Fund - Series XXX - VII (1294 days) Direct Growth

Low to Moderate Risk

-0.0%--
UTI Fixed Term Income Fund - Series XXXV-II (1223 Days) Direct Growth

Low Risk

--₹176.51 Cr6.1%
UTI Fixed Income Interval Fund Annual Plan III Direct Growth

Low to Moderate Risk

-0.0%₹13.38 Cr6.9%
UTI Fixed Term Income Fund - Series XXXVI-I (1574 days) Direct Growth

Low to Moderate Risk

-0.0%₹57.60 Cr6.1%
UTI Floater Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹1519.48 Cr6.5%
UTI Nifty 500 Value 50 Index Fund Direct Growth

Very High Risk

0.8%0.0%₹825.17 Cr17.4%
UTI Banking & PSU Debt Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1482.56 Cr6.2%
UTI Focused Equity Fund Direct Growth

Very High Risk

0.9%1.0%₹2474.88 Cr3.7%
UTI Silver ETF Fund of Fund Direct Growth

Very High Risk

0.1%1.0%₹584.30 Cr100.8%
UTI Nifty200 Momentum 30 Index Fund Direct Growth

Very High Risk

1.2%0.0%₹8438.41 Cr4.6%
UTI Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹5089.23 Cr5.3%
UTI Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹4799.67 Cr5.6%
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth

Very High Risk

0.8%0.0%₹249.62 Cr3.2%
UTI Arbitrage Fund Direct Growth

Low Risk

1.3%0.0%₹11152.46 Cr6.5%
UTI Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹5263.02 Cr10.3%
UTI Ultra Short Term Fund Direct Growth

Moderate Risk

0.4%0.0%₹3444.00 Cr6.6%
UTI Credit Risk Fund Direct Growth

Moderately High risk

1.0%1.0%₹252.73 Cr7.1%
UTI Dividend Yield Fund Direct Growth

Very High Risk

1.5%1.0%₹3813.56 Cr1.6%
UTI Banking and Financial Services Fund Direct Growth

Very High Risk

1.4%1.0%₹1439.51 Cr8.5%
UTI Dynamic Bond Fund Direct Growth

Low to Moderate Risk

0.9%0.0%₹405.91 Cr6.3%
UTI Hybrid Equity Fund Direct Growth

Very High Risk

1.2%1.0%₹6760.38 Cr3.1%
UTI Long Term Equity Fund Direct Growth

Very High Risk

1.0%0.0%₹3524.38 Cr0.9%
UTI Flexi Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹24035.97 Cr2.9%
UTI Bond Fund Direct Growth

Moderately High risk

1.3%0.0%₹302.16 Cr5.1%
UTI Liquid Fund Cash Plan Direct Growth

Moderate Risk

0.2%0.0%₹33248.42 Cr6.4%
UTI Gilt Fund Direct Growth

Moderate Risk

0.7%0.0%₹422.82 Cr7.1%
UTI India Consumer Fund Direct Growth

Very High Risk

1.6%1.0%₹735.17 Cr1.7%
UTI Infrastructure Fund Direct Growth

Very High Risk

1.9%1.0%₹2157.71 Cr5.6%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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Who manages the UTI Nifty 500 Index Fund Direct Growth?

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The fund managers responsible for UTI Nifty 500 Index Fund Direct Growth are:-
  1. Sharwan Goyal
  2. Ayush Jain
  3. Lokesh Kulthia
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