UTI Nifty 500 Value 50 Index Fund Direct Growth NFO! Best Index Fund's Review #mutualfunds
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UTI Nifty 500 Value 50
UTI Nifty 500 Value 50 Index Fund Direct Growth NFO! Index Fund's Review
Are you interested in learning more about the UTI Nifty 500 Value 50 Index Fund Direct - Growth? In this video, we provide a comprehensive review of UTI Nifty 50 Index Fund , focusing on its key features, performance, and suitability for investors. The UTI Nifty 500 Value 50 Index Fund Direct - Growth aims to closely track the Nifty 500 Value 50 Index, striving to achieve returns aligned with the index while considering tracking errors. As of March 31, 2024, the fund manages ₹308 crores in assets, making it a medium-sized fund in its category.
One of the notable aspects of one of this best index funds is its expense ratio, which stands at 0.57%. While this is higher than many other Multi Cap Index funds, it is essential to consider this factor when evaluating overall returns. The NAV for the Growth option of the Direct plan was ₹20.15 as of June 28, 2024. This fund was launched to offer investors exposure to a diversified portfolio, closely mirroring the constituents of the Nifty 500 Value 50 Index.
Investors considering this fund should note that the minimum investment required is ₹5,000, with additional investments starting at ₹1,000. For those opting for SIP investments, the minimum amount is ₹500. Importantly, the fund does not charge any exit load, allowing investors to withdraw their money without additional fees. The fund's performance has been impressive, with trailing returns over different periods showcasing strong results. For the 1-year period, the fund achieved a return of 90.94%, and since its launch, it has returned 85.19%.
In comparison, the category average returns for the same durations are significantly lower, with 50.41% for 1 year, 23.03% for 3 years, and 21.65% for 5 years. This fund ranks 2nd in its category for 1-year returns out of 30 funds, highlighting its strong performance relative to its peers. Managed by Mr. Sharwan Kumar Goyal, who has over 16 years of experience in Risk Management, Equity Research, Portfolio Analysis, and Fund Management, the fund benefits from his extensive expertise. Mr. Goyal holds the CFA Charter from the CFA Institute, USA, and a Masters in Management Studies from Welingkar Institute of Management, Mumbai.
The NFO period for the UTI Nifty 500 Value 50 Index Fund ran from April 26, 2023, to May 8, 2023, with the scheme reopening for continuous repurchase and sale on May 12, 2023. This fund is suitable for investors seeking exposure to a diversified equity portfolio focusing on value stocks, with a high-risk tolerance. It is recommended for those with a minimum investment horizon of 5 years or more to fully benefit from the fund's potential.
The UTI Nifty 500 Value 50 Index Fund invests in companies that are part of the Nifty 500 Value 50 index, which comprises 50 companies from the Nifty 500 index. These stocks are selected based on their value scores, which consider factors such as the Earnings to Price ratio, Book Value to Price ratio, Sales to Price ratio, and Dividend Yield. The weighting of each stock in the index is determined by a combination of its composite value score and its free float market capitalization.
The fund's asset allocation includes 95% to 100% in securities covered by the Nifty 500 Value 50 Index, with the remaining 0% to 5% in debt or money market instruments, resulting in a medium to high-risk profile. When comparing the fund's performance to the S&P BSE SENSEX, the UTI Nifty 500 Value 50 Index Fund has a return of 14.46%, while the benchmark index has a return of 6.44%, demonstrating the fund's significant outperformance.
This fund is classified as a very high-risk investment, suitable for investors aware of the associated risks and capable of handling market volatility. It is managed with a disciplined approach to replicate the Nifty 500 Value 50 Index's performance as closely as possible. For those interested in investing, you can do so offline by filling out the UTI NFO application and submitting it along with necessary documents and cheques to the nearest Investor Service Centre of CAMS or UTI mutual fund office. Alternatively, you can invest online through the UTI Mutual Fund website, various fintech platforms, mutual fund platforms, or through your Demat account or mutual fund distributor or agent.
There is no lock-in period for this fund, and it is open for ongoing subscriptions, switches, and redemptions. This fund is an excellent option for investors looking to invest in a diversified portfolio focusing on value stocks, requiring a minimum investment horizon of 5 years or more. Thank you for watching Solitaire Invest. Don’t forget to like, share, and subscribe for more insights on smart investing for your future!
#UTINifty500
#IndexFund
#MutualFunds
#InvestmentStrategy
#FinancialGrowth
#RetirementPlanning
#ValueInvesting
#StockMarket
#InvestmentReview
#NFO
#WealthBuilding
#EquityInvestment
#SIP
#FundReview
#PassiveInvesting
Are you interested in learning more about the UTI Nifty 500 Value 50 Index Fund Direct - Growth? In this video, we provide a comprehensive review of UTI Nifty 50 Index Fund , focusing on its key features, performance, and suitability for investors. The UTI Nifty 500 Value 50 Index Fund Direct - Growth aims to closely track the Nifty 500 Value 50 Index, striving to achieve returns aligned with the index while considering tracking errors. As of March 31, 2024, the fund manages ₹308 crores in assets, making it a medium-sized fund in its category.
One of the notable aspects of one of this best index funds is its expense ratio, which stands at 0.57%. While this is higher than many other Multi Cap Index funds, it is essential to consider this factor when evaluating overall returns. The NAV for the Growth option of the Direct plan was ₹20.15 as of June 28, 2024. This fund was launched to offer investors exposure to a diversified portfolio, closely mirroring the constituents of the Nifty 500 Value 50 Index.
Investors considering this fund should note that the minimum investment required is ₹5,000, with additional investments starting at ₹1,000. For those opting for SIP investments, the minimum amount is ₹500. Importantly, the fund does not charge any exit load, allowing investors to withdraw their money without additional fees. The fund's performance has been impressive, with trailing returns over different periods showcasing strong results. For the 1-year period, the fund achieved a return of 90.94%, and since its launch, it has returned 85.19%.
In comparison, the category average returns for the same durations are significantly lower, with 50.41% for 1 year, 23.03% for 3 years, and 21.65% for 5 years. This fund ranks 2nd in its category for 1-year returns out of 30 funds, highlighting its strong performance relative to its peers. Managed by Mr. Sharwan Kumar Goyal, who has over 16 years of experience in Risk Management, Equity Research, Portfolio Analysis, and Fund Management, the fund benefits from his extensive expertise. Mr. Goyal holds the CFA Charter from the CFA Institute, USA, and a Masters in Management Studies from Welingkar Institute of Management, Mumbai.
The NFO period for the UTI Nifty 500 Value 50 Index Fund ran from April 26, 2023, to May 8, 2023, with the scheme reopening for continuous repurchase and sale on May 12, 2023. This fund is suitable for investors seeking exposure to a diversified equity portfolio focusing on value stocks, with a high-risk tolerance. It is recommended for those with a minimum investment horizon of 5 years or more to fully benefit from the fund's potential.
The UTI Nifty 500 Value 50 Index Fund invests in companies that are part of the Nifty 500 Value 50 index, which comprises 50 companies from the Nifty 500 index. These stocks are selected based on their value scores, which consider factors such as the Earnings to Price ratio, Book Value to Price ratio, Sales to Price ratio, and Dividend Yield. The weighting of each stock in the index is determined by a combination of its composite value score and its free float market capitalization.
The fund's asset allocation includes 95% to 100% in securities covered by the Nifty 500 Value 50 Index, with the remaining 0% to 5% in debt or money market instruments, resulting in a medium to high-risk profile. When comparing the fund's performance to the S&P BSE SENSEX, the UTI Nifty 500 Value 50 Index Fund has a return of 14.46%, while the benchmark index has a return of 6.44%, demonstrating the fund's significant outperformance.
This fund is classified as a very high-risk investment, suitable for investors aware of the associated risks and capable of handling market volatility. It is managed with a disciplined approach to replicate the Nifty 500 Value 50 Index's performance as closely as possible. For those interested in investing, you can do so offline by filling out the UTI NFO application and submitting it along with necessary documents and cheques to the nearest Investor Service Centre of CAMS or UTI mutual fund office. Alternatively, you can invest online through the UTI Mutual Fund website, various fintech platforms, mutual fund platforms, or through your Demat account or mutual fund distributor or agent.
There is no lock-in period for this fund, and it is open for ongoing subscriptions, switches, and redemptions. This fund is an excellent option for investors looking to invest in a diversified portfolio focusing on value stocks, requiring a minimum investment horizon of 5 years or more. Thank you for watching Solitaire Invest. Don’t forget to like, share, and subscribe for more insights on smart investing for your future!
#UTINifty500
#IndexFund
#MutualFunds
#InvestmentStrategy
#FinancialGrowth
#RetirementPlanning
#ValueInvesting
#StockMarket
#InvestmentReview
#NFO
#WealthBuilding
#EquityInvestment
#SIP
#FundReview
#PassiveInvesting
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