How to check the XIRR of UTI Nifty India Manufacturing Index Fund - Regular Plan - Growth Option?

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

UTI NIFTY India Manufacturing Index Fund - Regular Plan - Growth Option

Q: How to check portfolio overlap for UTI Nifty India Manufacturing Index Fund - Regular Plan - Growth Option?

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

UTI Mutual Fund

Expense Ratio: 1.04

Risk: Very High

Other Scheme - Index Funds

Plan: Regular

Benchmark: Nifty India Manufacturing TRI

Inception: 28-01-2025

Exit Load: Nil

Fund Size:₹26.03 Cr

Performance

Fund9.94%

Cat. Avg.1.75%

FundN/A

Cat. Avg.2.72%

FundN/A

Cat. Avg.10.69%

FundN/A

Cat. Avg.10.71%

10Y

FundN/A

Cat. Avg.11.39%

Fund17.96%

Cat. Avg.6.89%

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 - SUN PHARMACEUTICALS INDUSTRIES	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	1.25	5.09%
2	EQ - MAHINDRA & MAHINDRA LTD.	Equity	Listed	Large Cap	Automobiles	1.22	4.95%
3	EQ - RELIANCE INDUSTRIES LTD.	Equity	Listed	Large Cap	Petroleum Products	1.19	4.83%
4	EQ - MARUTI SUZUKI INDIA LTD.	Equity	Listed	Large Cap	Automobiles	1.13	4.60%
5	EQ - TATA STEEL LTD.	Equity	Listed	Large Cap	Ferrous Metals	1.11	4.52%
6	EQ - HINDALCO INDUSTRIES LTD.	Equity	Listed	Large Cap	Non - Ferrous Metals	0.90	3.65%
7	EQ - BHARAT ELECTRONICS LTD.	Equity	Listed	Large Cap	Aerospace & Defense	0.81	3.29%
8	EQ - VEDANTA LTD	Equity	Listed	Large Cap	Diversified Metals	0.78	3.17%
9	EQ - JSW STEEL LTD.	Equity	Listed	Large Cap	Ferrous Metals	0.74	3.00%
10	EQ - BAJAJ AUTO LTD.	Equity	Listed	Large Cap	Automobiles	0.68	2.77%

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	63032	+5.1%	+10.7%
SI	07 Mar, 25	85000	92693	+9.1%	+13.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.10 L.	+9.9%	+9.9%
SI	18 Feb, 25	1 L.	1.26 L.	+26.1%	+18.0%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (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

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹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.