NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹22.22
-1.92%
NAV as on 13 Feb 26, 12:00 AM
very high risk
index funds
equity
NAV as on 13 Feb 26, 12:00 AM
very high risk
index funds
equity
29.93%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
33.45%p.a.
Since Inception
About UTI Nifty 500 Value 50 Index Fund - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the UTI Nifty 500 Value 50 Index Fund - Growth scheme from UTI Asset Management Company Private Limited. It is a Index Funds mutual fund scheme that predominantly invests in Index Funds stocks of companies. Launched on May 2023, UTI Nifty 500 Value 50 Index Fund - Growth is Index Funds fund of its category with 588.95 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Index Funds funds.
- UTI Nifty 500 Value 50 Index Fund - Growth delivered 29.9% annual returns during the last year. It has delivered 33.5% average annual returns since the fund was launched.
- UTI Nifty 500 Value 50 Index Fund - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The Investment objective of the Scheme is to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Top 10 Holdings
Bank Of Baroda
2.10%
Bank of India
0.77%
Bank of Maharashtra
0.40%
Bharat Petroleum Corporation Ltd
3.96%
CESC Ltd
0.52%
Canara Bank
1.74%
Chambal Fertilisers & Chemicals Ltd
0.35%
City Union Bank Ltd
0.41%
Coal India Ltd
5.22%
The Federal Bank Ltd
1.42%
Fund Managers
- Sharwan Kumar Goyal (Apr 2023 - Present)
- Ayush Jain (Apr 2023 - Present)
Key Information
View Scheme Document
UTI Nifty 500 Value 50 Index Fund - Growth SIP Calculator
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For a period of
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₹0 (+0.0%)
This Fund
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Fixed Deposit
NRI Mutual Fund Tax on UTI Nifty 500 Value 50 Index Fund - Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in UTI Nifty 500 Value 50 Index Fund - Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in UTI Nifty 500 Value 50 Index Fund - Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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