← UTI Mutual Fund

UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
50
Aug 2026
Equity Holdings
₹845.84 Cr
Equity only, excl. debt & cash
AAUM
₹729.68 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.1%
Moderate
Top 10 Weight
48.9%
Moderate
Changes
48
0 new · 0 exits
Top Sector
Banks
19.2% of portfolio
Launch Date
26 Apr 2023
3 years old

AAUM (Average Assets Under Management) of ₹729.68 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Grasim Industries Limited saw the biggest increase — now at 5.52% of the portfolio. Power Finance Corporation Limited was trimmed the most, now at 2.44%. Grasim Industries Limited remains the top holding with Banks the dominant sector at 19.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 18.5% 18.6% +0.1%
Power 12.6% 12.1% -0.5%
Petroleum Products 10.5% 10.7% +0.2%
Non - Ferrous Metals 6.5% 6.6% +0.1%
Finance 6.6% 6.5% -0.1%
Oil 5.8% 6.0% +0.2%
Cement & Cement Products 5.0% 5.0% +0.0%
Automobiles 5.1% 4.9% -0.2%
Consumable Fuels 5.0% 4.8% -0.3%
Diversified Metals 5.0% 4.7% -0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 18.6% 19.2% +0.6%
Power 12.1% 11.4% -0.7%
Petroleum Products 10.7% 10.6% 0.0%
Non - Ferrous Metals 6.6% 7.1% +0.4%
Oil 6.0% 5.9% -0.1%
Finance 6.5% 5.7% -0.9%
Cement & Cement Products 5.0% 5.5% +0.5%
Diversified Metals 4.7% 5.0% +0.3%
Consumable Fuels 4.8% 4.7% -0.1%
Automobiles 4.9% 4.5% -0.4%
Biggest Add
Grasim Industries Limited
+0.49% · now 5.52%
Biggest Trim
Power Finance Corporation Limited
-0.60% · now 2.44%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 26 Increased ↓ 22 Decreased
#StockSectorJul 2026Aug 2026Change
1
Grasim Industries Limited
₹46.72 Cr
Cement & Cement Products 5.03% 5.52% +0.49%
2
Vedanta Limited
₹42.68 Cr
Diversified Metals 4.74% 5.04% +0.30%
3
Redington Limited
₹22.95 Cr
Commercial Services & Supplies 2.41% 2.71% +0.30%
4
Hindalco Industries Limited
₹45.07 Cr
Non - Ferrous Metals 5.06% 5.33% +0.27%
5
Steel Authority of India Limited
₹14.90 Cr
Ferrous Metals 1.51% 1.76% +0.25%
6
State Bank of India
₹44.41 Cr
Banks 5.03% 5.25% +0.22%
7
Cyient Limited
₹6.50 Cr
IT - Services 0.55% 0.77% +0.22%
8
National Aluminium Company Limited
₹14.77 Cr
Non - Ferrous Metals 1.58% 1.75% +0.17%
9
Union Bank of India
₹12.12 Cr
Banks 1.29% 1.43% +0.14%
10
Bharat Petroleum Corporation Limited
₹36.65 Cr
Petroleum Products 4.23% 4.33% +0.10%
#StockSectorJul 2026Aug 2026Change
1
Power Finance Corporation Limited
₹20.61 Cr
Finance 3.04% 2.44% -0.60%
2
Tata Motors Passenger Vehicles Limited
₹38.29 Cr
Automobiles 4.92% 4.52% -0.40%
3
Power Grid Corporation of India Limited
₹39.27 Cr
Power 4.95% 4.64% -0.31%
4
REC Limited
₹16.50 Cr
Finance 2.23% 1.95% -0.28%
5
NTPC Limited
₹39.75 Cr
Power 4.93% 4.70% -0.23%
6
Aster DM Healthcare Limited
₹20.66 Cr
Healthcare Services 2.63% 2.44% -0.19%
7
Zee Entertainment Enterprises Limited
₹7.05 Cr
Entertainment 1.01% 0.83% -0.18%
8
Oil & Natural Gas Corporation Limited
₹41.87 Cr
Oil 5.12% 4.95% -0.17%
9
Hindustan Petroleum Corporation Limited
₹20.78 Cr
Petroleum Products 2.59% 2.46% -0.13%
10
UPL Limited
₹15.22 Cr
Fertilizers & Agrochemicals 1.91% 1.80% -0.11%

What Stocks Does This Fund Hold?

50 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹46.72 Cr
Cement & Cement Products
5.52%
2
₹45.07 Cr
Non - Ferrous Metals
5.33%
3
₹44.41 Cr
Banks
5.25%
4
₹42.68 Cr
Diversified Metals
5.04%
5
₹41.87 Cr
Oil
4.95%
6
₹39.75 Cr
Power
4.70%
7
₹39.42 Cr
Consumable Fuels
4.66%
8
₹39.27 Cr
Power
4.64%
9
₹38.29 Cr
Automobiles
4.52%
10
₹36.65 Cr
Petroleum Products
4.33%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 UTI Mutual Fund — Portfolio & Holdings
See all funds managed by UTI Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

Found a discrepancy or have feedback? Contact Us — we read every message personally.