How to check the XIRR of UTI Nifty 200 Quality 30 Index Fund - Regular Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of UTI Nifty 200 Quality 30 Index Fund - Regular Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

UTI NIFTY 200 Quality 30 Index Fund - Regular Plan - Growth Option

Q: How to check portfolio overlap for UTI Nifty 200 Quality 30 Index Fund - Regular Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare UTI Nifty 200 Quality 30 Index Fund - Regular Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

UTI Mutual Fund

Expense Ratio: 1.05

Risk: Very High

Other Scheme - Index Funds

Plan: Regular

Benchmark: Nifty 200 Quality 30 TRI

Inception: 02-09-2024

Exit Load: Nil

Fund Size:₹664.95 Cr

Performance

Fund-6.92%

Cat. Avg.-1.42%

Fund-7.18%

Cat. Avg.-0.02%

FundN/A

Cat. Avg.8.81%

FundN/A

Cat. Avg.7.22%

10Y

FundN/A

Cat. Avg.10.92%

Fund-7.90%

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	EQ - NESTLE INDIA LTD.	Equity	Listed	Large Cap	Food Products	27.83	5.13%
2	EQ - BHARAT ELECTRONICS LTD.	Equity	Listed	Large Cap	Aerospace & Defense	27.21	5.01%
3	EQ - ITC LTD.	Equity	Listed	Large Cap	Diversified FMCG	27.06	4.98%
4	EQ - TATA CONSULTANCY SERVICES LTD.	Equity	Listed	Large Cap	IT - Software	26.38	4.86%
5	EQ - HINDUSTAN UNILEVER LTD	Equity	Listed	Large Cap	Diversified FMCG	26.37	4.86%
6	EQ - INFOSYS LTD.	Equity	Listed	Large Cap	IT - Software	25.93	4.78%
7	EQ - COAL INDIA LTD.	Equity	Listed	Large Cap	Consumable Fuels	22.82	4.20%
8	EQ - BRITANNIA INDUSTRIES LTD.	Equity	Listed	Large Cap	Food Products	22.64	4.17%
9	EQ - COLGATE PALMOLIVE INDIA LTD.	Equity	Listed	Mid Cap	Personal Products	21.38	3.94%
10	EQ - HCL TECHNOLOGIES LTD.	Equity	Listed	Large Cap	IT - Software	21.27	3.92%

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NAV / Fund Size

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Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

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Fund Details

HDFC Small Cap Fund - Growth Option

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UTI - Unit Linked Insurance Plan

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Fund Details

UTI - Unit Linked Insurance Plan

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	57879	-3.5%	-7.2%
2Y	07 Nov, 24	1.20 L.	1.16 L.	-3.3%	-3.4%
SI	07 Oct, 24	1.25 L.	1.20 L.	-3.6%	-3.6%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	93075	-6.9%	-6.9%
2Y	16 Oct, 24	1 L.	86154	-13.8%	-7.2%
SI	24 Sep, 24	1 L.	84409	-15.6%	-7.9%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

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.