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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

13.152

NAV (Jun 27)

6.9%
Till Date CAGR
Scripbox Opinion
Neutral
Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

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 ->

Track Record

4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

1,667 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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

13.152

NAV (Jun 27)

Fund Returns

Last 1Y

-4.2%

Last 3Y

10.9%

Last 5Y

NA

Last 10Y

NA

Since Inception

6.9%

6 Month CAGR

-11.6%

Scheme Information

Investment Objective

The investment objective of the scheme is 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. However there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Expense Ratio

0.79

Launched (4y ago)

Jun 28, 2018

AUM in Crores

1666.945

ISIN

INF789FC11T3

Lock-in

No Lock-in

Benchmark

IISL Nifty Next 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

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 2022-06-27

Top Stock Holdings

adani enterprises ltd

5.5%
5.5%

adani green energy ltd

3.7%
3.7%

avenue supermarts ltd

3.4%
3.4%

srf ltd

3.3%
3.3%

vedanta ltd

3.3%
3.3%
See all holdings

Allocation by Sector

basic materials

19.7%
19.7%

financial services

17.5%
17.5%

consumer defensive

16.3%
16.3%

utilities

9.4%
9.4%

energy

8.2%
8.2%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 181,279 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,485 debt and 34 hybrid funds.

amc-img

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

    4.1%

    6.9%

    -

    8.2%

    11.2%

    11.1%

    13.6%

    14.2%

    12.3%

    15.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 6.9% 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 6/27/2022 is ₹13.15 with the total AUM as of 6/28/2022 is ₹1666.945. 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 3 fund in Equity and delivered -4.2% 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 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.