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  • UTI Nifty Next 50 Index Fund (Growth)
UTI Mutual Fund

UTI Nifty Next 50 Index Fund (Growth)

EquityLarge Cap

24.9469

NAV (Jun 12)

20.4%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

24.9469

NAV (Jun 12)

Fund Returns

Last 1Y
63.4%
Last 3Y
21.3%
Last 5Y
20.7%
Last 10Y
NA
Since Inception
16.6%
6 Month CAGR
37.9%

Scheme Information

Investment Objective

The principal investment objective of the scheme is to invest in stocks of companies comprising the underlying index and endeavor to achieve return equivalent to underlying index by 'passive' investment. The scheme will be managed by replicating the index in the same weightages in the underlying Index with the intention of minimizing the performance differences between the scheme and the underlying Index in capital terms,subject to market liquidity,costs of trading,management expenses and other factors which may cause tracking error. The scheme would alter the scripts/weights as and when the same are altered in the underlying index.

Expense Ratio
0.79
Launched (6y ago)
Jun 28, 2018
AUM in Crores
4067.785
ISIN
INF789FC11T3
Lock-in
No Lock-in
Benchmark
Nifty Next 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
16.8
Standard Deviation (5yr)
19.4
Beta (3yr)
1
Beta (5yr)
1
Sharpe Ratio (3yr)
0.924
Sharpe Ratio (5yr)
0.757
YTM
0
Fund Managers

Sharwan Kumar Goyal

Fund Manager

Ayush Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Nifty Next 50 Index Fund (Growth)70%12,30,038 4,97,42620.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-12

Top Stock Holdings

bharat electronics ltd

5.3%
5.3%

trent ltd

5%
5%

hindustan aeronautics ltd ordinary shares

4.6%
4.6%

tata power co ltd

3.7%
3.7%

power finance corp ltd

3.5%
3.5%
See all holdings

Allocation by Sector

financial services

22.7%
22.7%

industrials

22%
22%

basic materials

12.8%
12.8%

consumer cyclical

12.1%
12.1%

consumer defensive

10.9%
10.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 230,654 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.7%

6.9%

6%

7.3%

5.7%

6.8%

14.7%

12%

17.6%

15.3%

UTI Nifty Next 50 Index Fund (G) Review

UTI Nifty Next 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 16.4% over a period of 5 years. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Ayush Jain, Sharwan Kumar Goyal.

Nav of UTI Nifty Next 50 Index Fund (G) as of 6/12/2024 is ₹24.95 with the total AUM as of 6/13/2024 is ₹4067.785. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Nifty Next 50 Index Fund (G) was launched on Jun 28, 2018. The category risk of the fund is Very High Risk.

The minimum SIP amount for UTI Nifty Next 50 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

UTI Nifty Next 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Next 50 TR INR.

UTI Nifty Next 50 Index Fund (G) is rated as a 3 fund in Equity and delivered 63% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Nifty Next 50 Index Fund (G).

Frequently Asked Questions

What is UTI Nifty Next 50 Index Fund (G)?

UTI Nifty Next 50 Index Fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Nifty Next 50 Index Fund (G)?

You can invest in UTI Nifty Next 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of UTI Nifty Next 50 Index Fund (G)?

The minimum sip amount for UTI Nifty Next 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is UTI Nifty Next 50 Index Fund (G) good to invest in?

As per Scripbox experts, UTI Nifty Next 50 Index Fund (G) is a Neutral fund. You can investUTI Nifty Next 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the UTI Nifty Next 50 Index Fund (G)?

The expense ratio of the UTI Nifty Next 50 Index Fund (G) is 0.79% for regular plan.