UTI Nifty500 Shariah Index Fund - Regular Plan Growth Option
Expense Ratio: -
Risk: -
Other Scheme - Index Funds
Plan: Regular
Benchmark: -
Inception: 05-02-2026
Exit Load: Nil
Fund Size:₹83.45 Cr
Performance
1Y
FundN/A
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
Fund-3.29%
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
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | EQ - INFOSYS LTD. | 5.29 | 6.34% |
| 2 | EQ - TATA CONSULTANCY SERVICES LTD. | 3.13 | 3.75% |
| 3 | EQ - SUN PHARMACEUTICALS INDUSTRIES | 2.97 | 3.56% |
| 4 | EQ - HINDUSTAN UNILEVER LTD | 2.83 | 3.39% |
| 5 | EQ - HINDALCO INDUSTRIES LTD. | 2.09 | 2.50% |
| 6 | EQ - ULTRATECH CEMENT LTD. | 2.01 | 2.40% |
| 7 | EQ - ASIAN PAINTS (INDIA) LTD. | 1.80 | 2.15% |
| 8 | EQ - HCL TECHNOLOGIES LTD. | 1.70 | 2.04% |
| 9 | EQ - TRENT LIMITED | 1.65 | 1.97% |
| 10 | EQ - NESTLE INDIA LTD. | 1.52 | 1.82% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 09 Mar, 26 | 40000 | 39406 | -1.5% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 26 Feb, 26 | 1 L. | 96713 | -3.3% | N/A |
SIP Calculator
Visualize how small monthly investments grow over time.
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Years
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%
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
₹9.00LTotal Profit
₹14.80LSIP 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.