How to check the XIRR of UTI Nifty50 Equal Weight Index Fund - Direct Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of UTI Nifty50 Equal Weight Index Fund - Direct Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

UTI Nifty50 Equal Weight Index Fund - Direct Plan - Growth Option

Q: How to check portfolio overlap for UTI Nifty50 Equal Weight Index Fund - Direct Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare UTI Nifty50 Equal Weight Index Fund - Direct Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

UTI Mutual Fund

Expense Ratio: 0.33

Risk: Very High

Other Scheme - Index Funds

Plan: Direct

Benchmark: NIFTY 50 Equal Weight TRI

Inception: 22-05-2023

Exit Load: Nil

Fund Size:₹121.49 Cr

Performance

Fund3.78%

Cat. Avg.2.44%

Fund2.88%

Cat. Avg.3.21%

Fund13.18%

Cat. Avg.11.17%

FundN/A

Cat. Avg.11.42%

10Y

FundN/A

Cat. Avg.11.84%

Fund14.56%

Cat. Avg.7.47%

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 - OIL & NATURAL GAS CORPORATION	Equity	Listed	Large Cap	Oil	2.60	2.16%
2	EQ - HINDALCO INDUSTRIES LTD.	Equity	Listed	Large Cap	Non - Ferrous Metals	2.53	2.11%
3	EQ - COAL INDIA LTD.	Equity	Listed	Large Cap	Consumable Fuels	2.50	2.07%
4	EQ - TITAN COMPANY LTD.	Equity	Listed	Large Cap	Consumer Durables	2.48	2.06%
5	EQ - TATA STEEL LTD.	Equity	Listed	Large Cap	Ferrous Metals	2.46	2.05%
6	EQ - CIPLA LTD.	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	2.46	2.04%
7	EQ - GRASIM INDUSTRIES LTD.	Equity	Listed	Large Cap	Cement & Cement Products	2.46	2.04%
8	EQ - SUN PHARMACEUTICALS INDUSTRIES	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	2.45	2.04%
9	EQ - APOLLO HOSPITALS ENTERPRISE LT	Equity	Listed	Large Cap	Healthcare Services	2.45	2.04%
10	EQ - ULTRATECH CEMENT LTD.	Equity	Listed	Large Cap	Cement & Cement Products	2.44	2.03%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	60949	+1.6%	+3.3%
2Y	07 Aug, 24	1.20 L.	1.26 L.	+5.0%	+5.1%
3Y	07 Aug, 23	1.80 L.	2.01 L.	+11.9%	+7.8%
SI	07 Jul, 23	1.85 L.	2.09 L.	+12.8%	+8.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	1.04 L.	+3.8%	+3.8%
2Y	15 Jul, 24	1 L.	1.06 L.	+5.8%	+2.9%
3Y	17 Jul, 23	1 L.	1.44 L.	+44.5%	+13.1%
SI	09 Jun, 23	1 L.	1.52 L.	+52.4%	+14.6%

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.