Nifty 50 Index ETF Investment Guide

The Nifty 50 Index ETF is a popular investment option in India, tracking the 50 largest and most liquid stocks listed on the National Stock Exchange (NSE). This index is widely regarded as a benchmark for the Indian stock market.

Investing in a Nifty 50 Index ETF is a great way to gain exposure to the Indian economy, as it includes companies from various sectors such as finance, technology, and consumer goods. The Nifty 50 Index is a market-capitalization-weighted index, meaning that the larger companies have a greater influence on the overall performance of the index.

The Nifty 50 Index ETF offers several benefits, including diversification, liquidity, and cost-effectiveness. By investing in a single ETF, you can gain exposure to 50 different stocks, reducing your risk and increasing your potential returns.

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The UTI Nifty 50 ETF has been around since August 26, 2015.

The fund house behind this ETF is UTI Mutual Fund, a well-established player in the Indian mutual fund market.

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The UTI Nifty 50 ETF tracks the NIFTY 50 Total Return Index, which is a broad market index that represents the top 50 stocks in India.

Here's a quick summary of the fund's details:

The UTI Nifty 50 ETF has a very high riskometer rating, which suggests that it's a high-risk investment option.

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The UTI Nifty 50 ETF is a great option for those looking to invest in the Indian stock market. The fund is open-ended, meaning you can buy and sell units at any time.

The UTI Nifty 50 ETF is managed by UTI Mutual Fund, a well-established player in the Indian mutual fund industry. Launched on August 26, 2015, the fund has a relatively long history.

The fund's investment objective is to provide returns that closely correspond to the total returns of the NIFTY 50 Total Return Index, subject to tracking error. This means the fund aims to replicate the performance of the index.

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Here are some key details about the UTI Nifty 50 ETF:

The fund's riskometer rating of "Very High" suggests that it's not suitable for conservative investors. However, for those willing to take on higher risk, the fund's potential returns may be attractive.

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UTI Investment Details are quite straightforward. The minimum investment required to start investing in UTI Nifty 50 ETF is Rs. 5,000.00.

You can invest as little as Rs. 1.00 as an additional investment, which is a great option for those who want to top up their investment regularly.

There is no minimum SIP (Systematic Investment Plan) investment specified, which means you can invest a fixed amount at regular intervals without worrying about a minimum amount.

Withdrawals are not possible, as the minimum withdrawal amount is not specified.

One of the best things about investing in UTI Nifty 50 ETF is that there is no exit load, which means you won't have to pay any fees when you decide to withdraw your money.

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Navi Mutual Fund has been making waves in the market with several new launches. Navi Mutual Fund launches Nifty 500 Multicap 50:25:25 index fund.

Navi Mutual Fund has also expanded its offerings with the launch of Navi Nifty IT Index Fund. This fund is a great option for those looking to invest in the IT sector.

In 2023, there was a significant surge in mutual fund AUM, with a 23.43% increase. This is a testament to the growing interest in mutual funds.

WhiteOak Mutual Fund has also seen a remarkable increase in AUM, with a growth of over 200%. This is a notable achievement in the industry.

Navi Mutual Fund has made changes to the names of two hybrid schemes, allowing investors to easily identify and manage their investments.

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If you're considering investing in a Nifty 50 index ETF, you'll want to know about the investment options available.

The minimum investment required for the Navi Nifty 50 ETF is 250.00 Rs.

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You can invest as little as 250.00 Rs. to get started.

There's no minimum additional investment required, making it easy to add to your investment over time.

The minimum SIP (Systematic Investment Plan) investment is not specified.

You can withdraw your money at any time, but there's no minimum withdrawal amount specified.

One of the benefits of this ETF is the absence of an exit load, meaning you won't be charged a fee for withdrawing your money.

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The UTI Nifty 50 ETF has an annualized return of -6.43% over the past 1 month, while its category average is -7.73%.

The Nippon India ETF NIFTY 50 BeES has a 5-year CAGR return of 12.21%, which is very close to the benchmark's 5-year CAGR return of 12.31%.

The UTI Nifty 50 ETF has a tracking error of 0.087, which is relatively high compared to its category average of 0.086.

Here's a comparison of the top 5 Nifty 50 ETFs based on their expense ratio, tracking error, and 5-year CAGR returns:

The Navi Nifty 50 ETF - Growth has a return since launch of 19.91%, which is significantly higher than the UTI Nifty 50 ETF's return since launch of 13.75%.

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