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-19.73%
Cat. Avg.4.42%
2Y
Fund-12.74%
Cat. Avg.3.40%
3Y
FundN/A
Cat. Avg.-21.32%
5Y
FundN/A
Cat. Avg.-16.69%
10Y
FundN/A
Cat. Avg.-20.10%
SI
Fund-6.96%
Cat. Avg.-5.56%
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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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | EQ - INFOSYS LTD. | 1.74 | 30.40% |
| 2 | EQ - TATA CONSULTANCY SERVICES LTD. | 1.17 | 20.47% |
| 3 | EQ - HCL TECHNOLOGIES LTD. | 0.64 | 11.15% |
| 4 | EQ - TECH MAHINDRA LTD. | 0.62 | 10.84% |
| 5 | EQ - WIPRO LIMITED | 0.34 | 5.94% |
| 6 | EQ - PERSISTENT SYSTEMS LTD. | 0.33 | 5.71% |
| 7 | EQ - COFORGE LTD | 0.28 | 4.88% |
| 8 | EQ - LTM Limited | 0.23 | 3.99% |
| 9 | EQ - MPHASIS LTD | 0.20 | 3.48% |
| 10 | EQ - ORACLE FINANCIAL SERVICES SOFT | 0.18 | 3.12% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 53813 | -10.3% | -20.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 99454 | -17.1% | -17.8% |
| SI | 07 Feb, 24 | 1.50 L. | 1.25 L. | -16.7% | -14.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 80509 | -19.5% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 76435 | -23.6% | -12.6% |
| SI | 31 Jan, 24 | 1 L. | 83684 | -16.3% | -7.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
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%
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.