• ETF
  • UTI BSE Sensex Next 50 ETF (G)
UTI BSE Sensex Next 50 ETF (G)

UTI BSE Sensex Next 50 ETF (G)

EquityLarge Cap 
  • 81.4801

    NAV

  • 2.3%

    Change

UTI BSE Sensex Next 50 ETF (G) NAV

81.4801

NAV (Jan 14)

UTI BSE Sensex Next 50 ETF (G) returns

Last 1Y
15.6%
Last 3Y
16.7%
Last 5Y
20.1%
Last 10Y
-
Since Inception
16.4%
6 Month CAGR
-8.3%
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UTI BSE Sensex Next 50 ETF (G) Information

Investment Objective

The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Expense Ratio
0.2%
Launched (<1Y)
null
AUM in Crores
24.4
ISIN
INF789F1AUU3
Lock-in
No Lock-in
Benchmark
BSE Sensex Next 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000

Fund Managers

user-avatar

Ayush Jain

Fund Manager

user-avatar

Sharwan Kumar Goyal

Fund Manager

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8.2%

7.7%

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Asset allocation and Holdings

Last updated on 2024-11-29

Top 10 Stock Holdings

Zomato Ltd.
5.4 %
Hindustan Aeronautics Ltd.
3.4 %
Shriram Finance Ltd
3 %
Power Finance Corporation Ltd.
3 %
REC Ltd.
3 %
Tata Power Company Ltd.
2.8 %
Varun Beverages Ltd.
2.8 %
Interglobe Aviation Ltd.
2.8 %
Avenue Supermarts Ltd.
2.7 %
Indian Oil Corporation Ltd.
2.6 %
See all holdings

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UTI BSE Sensex Next 50 ETF (G) Review

UTI BSE Sensex Next 50 ETF (G) is an Exchange Traded Fund which is benchmarked to . UTI BSE Sensex Next 50 ETF (G) is managed by the UTI Mutual Fund with the fund managers being Ayush Jain, Sharwan Kumar Goyal. The UTI BSE Sensex Next 50 ETF (G) was launched on null with no lock-in period. Since its inception, the fund has delivered 16.428% as a return on investment.The fund has delivered a 1-year return of 15.62%, a 3-year return of 16.66%, and a 5-year return of 20.145%.

As on 14 Jan, 2025 the NAV of the fund is Rs 81.48 and the AUM is Rs 24.37 crores. The fund charges an expense ratio of 0.2% on an annual basis. You can start a SIP with an investment of a minimum of Rs 100. You can make a lumpsum investment of minimum of Rs 5000.

Since the scheme is benchmarked to , the fund is subject to very high risk and it may witness volatility in the short term. Hence, an exchange-traded fund is more suitable for an investment horizon of more than 5 years. The UTI BSE Sensex Next 50 ETF (G) has an asset allocation of 0% in equity and equity equivalents and 0% in debt securities.

Scripbox provides a unique feature through which you can compare the performance of UTI BSE Sensex Next 50 ETF (G) with another fund in a similar category. This way you can make a well-informed investment decision.