Can I invest in SIP and Lumpsum in UTI-Nifty IT ETF Direct Growth?

Yes, you can invest both lumpsum and SIP in UTI-Nifty IT ETF. Minimum lumpsum investment UTI-Nifty IT ETF is ₹5,000 and minimum SIP amount is 0% . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of UTI-Nifty IT ETF Direct Growth?

The latest NAV (Net Asset Value) of UTI-Nifty IT ETF is UTI-Nifty IT ETF is ₹440.09 as on 2025-01-01.

Which are the biggest stock holdings of UTI-Nifty IT ETF?

The 5 biggest stock holdings of UTI-Nifty IT ETF are: Infosys (26.19%), TCS (23.43%), HCL Technologies (10.48%), Tech Mahindra (10.42%), Wipro (7.84%)

What are the top sectors UTI-Nifty IT ETF invests in?

A majority of UTI-Nifty IT ETF 's AUM worth ₹6.01 (Cr) is invested in these 3 top sectors: IT-Software : 98.10% IT-Services : 1.38% Cash & Others : 0.53%

Mutual Funds
UTI-Nifty IT ETF

UTI-Nifty IT ETF

ETFs Fund

Invest Now

NAV
440.09(0.08%)
Fund Size (CR)
₹6.01
Expense Ratio
0.19
Scheme Type
Passive Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹undefined
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
22.20%

Absolute Return: 2.73%

Annualized Return: 0%

Basic Details

Scheme Manager

Sharwan Kumar Goyal

Bench Mark

Nifty IT TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	10031.77	0.32%	-	-0.29%	32/232
1 Month	29 November 2024	10189.16	1.89%	-	-1.21%	18/232
3 Month	30 September 2024	10536.29	5.36%	-	-4.84%	7/225
6 Month	28 June 2024	12233.78	22.34%	-	1.81%	5/210
1 Year	-	-	-	-	16.21%	-/-
3 Year	-	-	0%	-	13.83%	-/-
5 Year	-	-	0%	-	15.44%	-/-
Since Inception	25 January 2024	12220.05	22.20%	22.20%	17.41%	37/233

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 February 2024	1,20,000	136634.31	13.86%	13.86%
3 Year	-	-	-	-	-
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

6.99%

Standard Deviation

1.00%

Beta

0.72%

Sharpe Ratio

0.11%

Treynor's Ratio

-0.25%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Infosys	26.19%	8478	1.58	Equity	IT - Software
TCS	23.43%	3300	1.41	Equity	IT - Software
HCL Technologies	10.48%	3410	0.63	Equity	IT - Software
Tech Mahindra	10.42%	3661	0.63	Equity	IT - Software
Wipro	7.84%	8157	0.47	Equity	IT - Software
Persistent Sys	6.02%	613	0.36	Equity	IT - Software
Coforge	5.53%	383	0.33	Equity	IT - Software
LTIMindtree	5.47%	533	0.33	Equity	IT - Software
Mphasis	3.22%	651	0.19	Equity	IT - Software
L&T Technology	1.39%	158	0.08	Equity	IT - Software

Peer Comparison

Scheme Name	Value Research	Asset Size (Cr)	1M	3M	6M	1Y	3Y

News

UTI Conservative Hybrid Fund announces Income Distribution cum capital withdrawal (IDCW)
UTI Mutual Fund has announced IDCW is 01 January 2025 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under Regular Plan-Monthly IDCW Option and Direct Plan-Monthly IDCW Option of UTI Conservative Hybrid Fund. The quantum of IDCW will be Rs 0.0800 per unit or 0.80% on the face value of Rs 10 per unit.
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UTI MF announces change in benchmark index under its schemes

UTI Mutual Fund has announced change in the benchmark of UTI Annual Interval Fund ' I with effect from November 29, 2024

Changes in Benchmark Index:

Scheme Name	Existing Tier I Benchmark as per PRC Matrix	Revised Tier I Benchmark as per PRC Matrix
UTI Annual Interval Fund ' I	CRISIL Low Duration Debt Index	CRISIL Low Duration Debt A-I Index
UTI Annual Interval Fund - II	CRISIL Low Duration Debt Index	CRISIL Low Duration Debt A-I Index
UTI Fixed Term Income Fund Series XXXVI - I (1574 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Short Duration Debt A-II Index

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UTI Conservative Hybrid Fund announces Income Distribution cum capital withdrawal (IDCW)
UTI Mutual Fund has announced IDCW is 02 December 2024 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under Regular Plan-Monthly IDCW Option and Direct Plan-Monthly IDCW Option of UTI Conservative Hybrid Fund. The quantum of IDCW will be Rs 0.0800 per unit or 0.80% on the face value of Rs 10 per unit.
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Fund House Details & Investment Objective

Date of Incorporation

17 January 2024

Total AUM (Cr)

₹6.01

UTI-Nifty IT ETF is an ETFs Fund-oriented fund from the renowned AMC, UTI Mutual Fund. Launched in 17 January 2024, this fund is managed by Sharwan Kumar Goyal. With assets under management (AUM) worth ₹6.01 (Cr), as of 1 January 2025, UTI-Nifty IT ETF is categorized as a ETFs Fund within its segment. The fund has generated a return of 22.20% since its launch.
The current NAV of UTI-Nifty IT ETF is ₹440.09, as on 1 January 2025. The fund's benchmark index is Nifty IT TRI. You can invest in UTI-Nifty IT ETF via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.99% in Equity, 0.01% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 98.10% in IT-Software, 1.38% in IT-Services, 0.53% in Cash & Others

FAQs

How to Invest in UTI-Nifty IT ETF Direct Growth?

UTI-Nifty IT ETF is a popular fund in the ETFs Fund segment. The fund has generated a return of 22.20% since inception. Looking to invest in UTI-Nifty IT ETF How about earning 1% extra return? All this is possible with m.Stock! Investing in UTI-Nifty IT ETF is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, UTI-Nifty IT ETF
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in UTI-Nifty IT ETF today and reap the benefits of this ETFs Fund fund!

How much returns has UTI-Nifty IT ETF Direct Growth generated?

In the short term, i.e., 1 year, UTI-Nifty IT ETF has generated annualised return of undefined%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 22.20% returns.

What is the expense ratio of UTI-Nifty IT ETF Direct Growth?

The expense ratio of UTI-Nifty IT ETF Direct Growth is 0.19%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of UTI-Nifty IT ETF Fund Direct Growth?

The Assets Under Management (AUM) of UTI-Nifty IT ETF is ₹6.01 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from UTI-Nifty IT ETF Direct Growth?

Redeeming or selling units of UTI-Nifty IT ETF is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from UTI-Nifty IT ETF:

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case UTI-Nifty IT ETF).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).