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

UTI Nifty Next 50 Index Fund (Growth)

EquityLarge Cap

15.6647

NAV (Dec 02)

10.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

15.6647

NAV (Dec 2)

Fund Returns

Last 1Y

4.7%

Last 3Y

15.4%

Last 5Y

NA

Last 10Y

NA

Since Inception

10.6%

6 Month CAGR

13.7%

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 (4y ago)

Jun 28, 2018

AUM in Crores

2025.701

ISIN

INF789FC11T3

Lock-in

No Lock-in

Benchmark

IISL Nifty Next 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.6

Standard Deviation (5yr)

0

Beta (3yr)

1

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Sharwan Kumar Goyal

Fund Manager

Ayush Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

pidilite industries ltd

3.5%
3.5%

ambuja cements ltd

3.5%
3.5%

tata power co ltd

3.4%
3.4%

bharat electronics ltd

3.4%
3.4%

srf ltd

3.3%
3.3%
See all holdings

Allocation by Sector

basic materials

21.3%
21.3%

financial services

17%
17%

consumer defensive

15.1%
15.1%

utilities

14.7%
14.7%

industrials

13.7%
13.7%
See all sectors

Compare UTI Nifty Next 50 Index Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 190,891 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4%

    6.8%

    16.9%

    11.8%

    3.9%

    6.7%

    17.6%

    14.7%

    16.9%

    15.7%

    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 10.6% over a period of 4 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 12/2/2022 is ₹15.66 with the total AUM as of 12/3/2022 is ₹2025.701. 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 IISL Nifty Next 50 TR INR.

    UTI Nifty Next 50 Index Fund (G) is rated as a 0 fund in Equity and delivered 4.7% 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 stocks 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 Not Reviewed Yet 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.