Plan & Option: Direct - Growth Direct - Growth; Regular - Growth ; Direct Plan provides extra returns upto 0.04000000000000001% . PPF interest rate is assumed at 8.7% p.a. 0.19%, Investors understand that their principal will be at Moderately High
risk. The payable tax would be ₹6,000. UTI Nifty Index Fund is a passively managed fund that aims to replicate the underlying equity securities of Nifty 50. An Index Fund is a type of mutual fund with a portfolio constructed to match or track the components
Touch device users, explore by touch or with swipe gestures. 0.55%, Tata Motors Ltd. OPTION: Growth, ₹ 73.44 0%, Financial Investors looking for quality equity exposure in their overall investment portfolio, at a lower cost than any other investment avenue can consider investing in this fund. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. You can further add filters of ratings, returns, fund houses. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. of Investor Education and awareness initiative of UTI Mutual Fund. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. When autocomplete results are available use up and down arrows to review and enter to select. You will see 5 scale risk meter with one scale selected.
Q. Ltd. Financial planners advise that a certain portion (preferably 25%) should be allocated to index funds as they’ve delivered better returns when compared to pure equity funds. UTI Mutual Fund has filed draft prospectus for launching passively-managed Momentum Index Fund that will track Nifty 200 Momentum 30 Index.The fund will invest in the stocks constituting the index … 1 Year is assumed as 365 days. invests via Systematic Investment Plan (SIP), withdraw or redeem the units of mutual funds. Must be a multiple of 100 and greater than 0.
So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. 1 Day Change, Direct Plan provides extra returns upto 0.04%, # 12 of 35 A. Go. Q. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. 2.54%, Bharti Airtel Ltd. Index Funds/ETFs :Index Funds/ETFs : Fund has 99.79% investment in indian stocks of which 89.22% is in large cap stocks. INA100006898 | ARN - 112749. Reliance Industries Ltd. This ensures that the returns delivered by the fund are approximately the same as that generated by the fund. A. 9 is/are ranked 3 * , Regular Direct. Performance charts for UTI Nifty Index Fund (UTINIDG) including intraday, historical and comparison charts, technical analysis and trend lines. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. How to achieve this? This number represents how much money has been invested in these funds.
0.94%, Ultratech Cement Ltd. What is the exit load for this scheme? 172@29@16@55!~!172@29@0@53!~!|commonstore|commonfiles|moneycontrol_header.php?cid=2&s_cid=0&radar_off=1&is_revamped_header=1&is_responsive=1&sec=&priceinter=0&frommc=1!~!www|moneycontrol|com!~!|commonstore|commonfiles|moneycontrol_header.php!~!is_mobile=false. 0.96%, Titan Company Ltd.
4.23%, Hindustan Unilever Ltd.
UTI Momentum Index Fund Sep 16, 2020 | Mutual Funds : Draft Visit Now. The fund manager’s name is Sharwan Kumar Goyal. Bandra Kurla Complex, Bandra (E), 0.93%, Net Current Assets So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds.
0.75%, Bharat Petroleum Corpn. Mirae asset Large Cap (Investment till now Rs 120000) SIP 5000/month 3. 15.22%, FMCG 0.6%, Coal India Ltd. 0.95%, Services VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. UTI Nifty Index Fund is a type of index fund that invests in stocks of companies comprising Nifty 50 Index and aim to achieve return equal to Nifty 50 by passive investment. 2.54%, Larsen & Toubro Ltd. 0.57%, Shree Cement Ltd.
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1.88%, Asian Paints Ltd. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. Being an index fund, it invests the total assets under management in stocks of firms that are a part of Nifty 50 in the same proportion. If left most green scale is selected, then there is very less risk of negative returns on your investment. 4.42%, Healthcare I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. UTI Tower, 'GN' Block, Bandra-Kurla Complex, Bandra (East). Nippon india large cap (Investment till now Rs 80000) SIP 2000/month 2. If you withdraw or redeem the units of mutual funds before one year of investment, Short Term Capital Gains Tax of 15% is levied. 0.73%, Small Cap A. The fund manager’s name is Sharwan Kumar Goyal. Sharpe ratio indicates how much risk was taken to generate the returns. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. An Index Fund is a type of mutual fund with a portfolio constructed to match or track the components of an index like Nifty 50, etc. 0.58%, UPL Ltd. The scheme seeks to invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by passive investment. Copyright © e-Eighteen.com Ltd. All rights reserved. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. 1.68%, HCL Technologies Ltd. 0.95%, Tech Mahindra Ltd. Mutual fund investments are subject to market risks. Read all scheme related documents carefully. UTI Nifty Index Fund (Growth) is a Index Fund Equity fund and has delivered an annualised return of 10.22% over a period of 20 years. *No. 34.88%, Energy You will be allocated number of units based on this price. UTI Nifty Index Fund (Dividend Payout - Annually) is a Index Fund Equity fund and has delivered an annualised return of 10.18% over a period of 20 years. 0.45%, Zee Entertainment Enterprises Ltd. Ltd. 4.89%, Kotak Mahindra Bank Ltd. 99.06%, Mid Cap PLAN: GROWTH 9.42%, Bifurcation by Holding is not available for this fund, Bifurcation by Credit Quality is not available for this fund, Net Current Assets No. 0.19%, ©Copyright 2020 ETMONEY.comAll Rights Reserved, Corporate Office: Times Internet Limited Ecstasy IT Park, Plot 391, Udyog Vihar, Phase 3, Gurgaon, Haryana-122016. 0.8%, Indusind Bank Ltd. 0.19%, Others Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. The fund was previously known as UTI Nifty DP. Check our Calculator to see how small periodic investments help you create wealth in the long term.
Higher the value means, fund has been able to give better returns for the amount of risk taken. This table shows list of stock/bond investments. U74900HR2011PTC044581 © Copyright 2010-2020 Paisabazaar.com. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The performance details provided herein are of Regular plan." 3 is/are ranked 5 * , SEBI Reg. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. 13.6%, HDFC Bank Ltd.