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

    UTI Nifty Next 50 Index Fund (Growth)

    EquityIndex Funds

    15.4442

    NAV (Sep 23)

    14.4%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in index funds.

    Click here to see our recommendations.

    Index funds 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

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

    Relative Size

    1,283 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

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    15.4442

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    64.4%
    Last 3Y
    14.9%
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    14.4%
    6 Month CAGR
    24.5%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    0.78
    Launched (3y ago)
    Jun 28, 2018
    AUM in Crores
    1282.273
    ISIN
    INF789FC11T3
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty Next 50 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Sharwan Kumar Goyal

    Fund Manager

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    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    UTI Asset Management Company Ltd

    UTI Asset Management Co Ltd manages assets worth 174,991 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.

    amc-img

  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    17.9%

    12.2%

    top-ranked-badge

    17.9%

    12.2%

    top-ranked-badge

    17.9%

    12.2%

    top-ranked-badge

    4.2%

    7.1%

    top-ranked-badge

    3.5%

    7.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About UTI Nifty Next 50 Index Fund (G)

    About UTI Nifty Next 50 Index Fund (G)

    UTI Nifty Next 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 14.4% over a period of 3 years. . The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Sharwan Kumar Goyal

    UTI Nifty Next 50 Index Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    UTI Nifty Next 50 Index Fund (G) NAV,AUM,Risk

    The UTI Nifty Next 50 Index Fund (G) fund was launched on Jun 28, 2018. The NAV (Net Asset Value) of this Index Funds Equity fund as of 2021-09-23 is ₹15.44. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹1282.273. The category risk of the UTI Nifty Next 50 Index Fund (G) fund is Very High Risk. The fund charges 0.78 % as expense ratio.

    UTI Nifty Next 50 Index Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 100% in this asset class. The top three holdings of the fund are , apollo hospitals enterprise ltd , info edge (india) ltd , avenue supermarts ltd , adani enterprises ltd , godrej consumer products ltd , vedanta ltd , dabur india ltd , adani green energy ltd , icici lombard general insurance co ltd , pidilite industries ltd , adani transmission ltd , havells india ltd , piramal enterprises ltd , ambuja cements ltd , jubilant foodworks ltd , marico ltd , gail (india) ltd , icici prudential life insurance company limited , larsen & toubro infotech ltd , lupin ltd , colgate-palmolive (india) ltd , united spirits ltd , dlf ltd , siemens ltd , sbi cards and payment services ltd ordinary shares , aurobindo pharma ltd , berger paints india ltd , acc ltd , bandhan bank ltd , indraprastha gas ltd , interglobe aviation ltd , nmdc ltd , indus towers ltd ordinary shares , bajaj holdings and investment ltd , petronet lng ltd , hdfc asset management company limited , hindustan petroleum corp ltd , biocon ltd , mrf ltd , muthoot finance ltd , alkem laboratories ltd , torrent pharmaceuticals ltd , gland pharma ltd , cadila healthcare ltd , bosch ltd , united breweries ltd , yes bank ltd , punjab national bank , procter & gamble hygiene and health care ltd , abbott india ltd

    UTI Nifty Next 50 Index Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    UTI Nifty Next 50 Index Fund (G) Investment volatility and Horizon

    This fund 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) Review

    UTI Nifty Next 50 Index Fund (G) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, UTI Nifty Next 50 Index Fund (G) has a score of 3 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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