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An open-ended scheme replicating/ tracking Nifty500 Shariah TRI
UTI Nifty 500 Shariah Index Fund aims to track the returns of the Nifty 500 Shariah Index, subject to tracking error. The index comprises companies from the Nifty 500 universe screened as per Shariah guidelines. The stocks are screened based on Financial and Business filters, leading to exclusion of non-permissible businesses. The fund provides diversified exposure across large, mid and small-cap companies. It follows a passive strategy by replicating the index and is periodically rebalanced to stay aligned. Designed as a cost-efficient option, it enables long-term market-linked growth with values-based investing.
NIL
SIP, SWP, STP
The scheme intends to provide medium to long-term capital appreciation through investment primarily in growth and innovation-oriented equity and equity-related instruments. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
UTI Nifty 500 Shariah Index Fund aims to track the returns of the Nifty 500 Shariah Index, subject to tracking error. The index comprises companies from the Nifty 500 universe screened as per Shariah guidelines. The stocks are screened based on Financial and Business filters, leading to exclusion of non-permissible businesses. The fund provides diversified exposure across large, mid and small-cap companies. It follows a passive strategy by replicating the index and is periodically rebalanced to stay aligned. Designed as a cost-efficient option, it enables long-term market-linked growth with values-based investing
- Diversified Portfolio – Broad exposure across large, mid and small-cap Shariah-compliant companies, offering growth potential while staying true to values
- Performance – Designed to track the Nifty 500 Shariah Index
- Cost Efficient – Lower expense ratio compared to actively managed funds
The product is suitable for investors who are seeking*:
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Returns that are commensurate with the performance of the Nifty500 Shariah Index over long term, subject to tracking error.
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Investment in securities covered by the Nifty500 Shariah Index
Product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
#Based on the Index Composition as on Dec 31, 2025.
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors wanting to invest in ethical or faith-based funds
- Those wanting to avoid companies with high debt or non-permissible activities
- Long-term investors looking for market-linked growth
- Investors who prefer passive, low-cost index funds
UTI Nifty 500 Shariah Index Fund aims to track the returns of the Nifty 500 Shariah Index, subject to tracking error. The index comprises companies from the Nifty 500 universe screened as per Shariah guidelines. The stocks are screened based on Financial and Business filters, leading to exclusion of non-permissible businesses. The fund provides diversified exposure across large, mid and small-cap companies. It follows a passive strategy by replicating the index and is periodically rebalanced to stay aligned. Designed as a cost-efficient option, it enables long-term market-linked growth with values-based investing
- Diversified Portfolio – Broad exposure across large, mid and small-cap Shariah-compliant companies, offering growth potential while staying true to values
- Performance – Designed to track the Nifty 500 Shariah Index
- Cost Efficient – Lower expense ratio compared to actively managed funds