UTI Nifty 500 Index Fund Direct-Growth
Riskometer
Very High
Value Research Opinion
New Fund
—
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of UTI Nifty 500 Index Fund Direct-Growth
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Other details of UTI Nifty 500 Index Fund Direct-Growth
Assets
₹-- Cr
Exit Load (Days)
--
Min. Investment (₹)
1,000
Min. Withdrawal (₹)
1,000
Min. SIP Investment (₹)
500
Min. No of Cheques
6
About UTI Nifty 500 Index Fund Direct-Growth
UTI Nifty 500 Index Fund Direct-Growth is a equity mutual fund scheme of UTI Mutual Fund. Launched on August 27, 2026, it is currently managed by Sharwan Kumar Goyal and Ayush Jain. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.
UTI Nifty 500 Index Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Suitability
Flexi-cap funds are suitable for investors:
- Seeking exposure in a diversified set of stocks for high returns
- Aiming for long-term wealth creation
- With a 5+ year investment horizon
- Who are at ease with the market's ups and downs
Note:
- Invest only through SIP
- Being passively managed, the fund replicates the portfolio of its chosen benchmark index
FAQ for UTI Nifty 500 Index Fund Direct-Growth
How to Invest in UTI Nifty 500 Index Fund Direct-Growth?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of UTI Nifty 500 Index Fund Direct-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, UTI Nifty 500 Index Fund Direct-Growth can be bought from the UTI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the return of UTI Nifty 500 Index Fund Direct-Growth in the last 5 years?
Over the past five years, UTI Nifty 500 Index Fund Direct-Growth has delivered an annualised return of % as of 15-Aug-2026.
What is the minimum investment required in UTI Nifty 500 Index Fund Direct-Growth?
The minimum investment required to start investing in UTI Nifty 500 Index Fund Direct-Growth is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.