UTI NIFTY It ETF
Expense Ratio: 0.19
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty IT TRI
Inception: 17-01-2024
Exit Load: Nil
Fund Size:₹7.01 Cr
Performance
1Y
Fund-22.04%
Cat. Avg.3.39%
2Y
Fund-12.56%
Cat. Avg.2.48%
3Y
FundN/A
Cat. Avg.-21.07%
5Y
FundN/A
Cat. Avg.-17.20%
10Y
FundN/A
Cat. Avg.-20.12%
SI
Fund-7.60%
Cat. Avg.-5.90%
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
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Top Sectors
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Asset Class
Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | EQ - INFOSYS LTD. | 3.06 | 29.21% |
| 2 | EQ - TATA CONSULTANCY SERVICES LTD. | 2.16 | 20.62% |
| 3 | EQ - HCL TECHNOLOGIES LTD. | 1.27 | 12.12% |
| 4 | EQ - TECH MAHINDRA LTD. | 1.12 | 10.69% |
| 5 | EQ - WIPRO LIMITED | 0.68 | 6.53% |
| 6 | EQ - PERSISTENT SYSTEMS LTD. | 0.68 | 6.45% |
| 7 | EQ - COFORGE LTD | 0.48 | 4.56% |
| 8 | EQ - LTIMindtree Limited | 0.47 | 4.53% |
| 9 | EQ - MPHASIS LTD | 0.35 | 3.31% |
| 10 | EQ - ORACLE FINANCIAL SERVICES SOFT | 0.20 | 1.96% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 52950 | -11.8% | -23.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 97859 | -18.5% | -19.4% |
| SI | 07 Feb, 24 | 1.50 L. | 1.23 L. | -18.0% | -15.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 77962 | -22.0% | -22.1% |
| 2Y | 16 Jul, 24 | 1 L. | 76464 | -23.5% | -12.6% |
| SI | 31 Jan, 24 | 1 L. | 82342 | -17.7% | -7.6% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.