UTI Mutual Fund

UTI NIFTY India Manufacturing Index Fund - Regular Plan - Growth Option

UTI Mutual Fund

Expense Ratio: 1.04
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty India Manufacturing TRI
Inception: 28-01-2025
Exit Load: Nil
Fund Size:₹26.03 Cr

Performance

1Y
Fund0.34%
Cat. Avg.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund11.60%
Cat. Avg.5.09%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1EQ - MAHINDRA & MAHINDRA LTD.1.474.99%
2EQ - RELIANCE INDUSTRIES LTD.1.444.91%
3EQ - SUN PHARMACEUTICALS INDUSTRIES1.394.75%
4EQ - MARUTI SUZUKI INDIA LTD.1.304.43%
5EQ - TATA STEEL LTD.1.103.74%
6EQ - BHARAT ELECTRONICS LTD.1.043.55%
7EQ - HINDALCO INDUSTRIES LTD.0.983.33%
8EQ - JSW STEEL LTD.0.812.77%
9EQ - BAJAJ AUTO LTD.0.762.59%
10EQ - EICHER MOTORS LTD0.692.35%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000058664-2.2%-4.6%
SI07 Mar, 251 L.1.02 L.+2.4%+2.9%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.00 L.+0.3%+0.3%
SI18 Feb, 251 L.1.20 L.+20.0%+11.6%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
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Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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