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

UTI Nifty Next 50 Index Fund (Growth)

EquityIndex Funds

13.9077

NAV (Jun 14)

11.8%
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 a Short history for analysis. We recommend funds with longer history.

Relative Size

1,032 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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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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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

0.78 %

Expense Ratio

Jun 28, 2018

Launched (3y ago)

₹ 1,032

AUM in Crores

INF789FC11T3

ISIN

No Lock-in

Lock-in

IISL Nifty Next 50 TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

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

SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Focused Equity Fund (G)

Aditya Birla Sun Life Focused Equity Fund (G)

Diversified

Recommended

Top Ranked

16 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

Large Cap

Recommended

Top Ranked

23 Years

Age

5

Track Record

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About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 154,508 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.

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  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • UTI Nifty Index Fund (G)

    UTI Nifty Index Fund (G)

    Index Funds

    Recommended

    Top Ranked

    ₹ 4,021 Cr

    Fund Size

    15.30%

    5Year CAGR

    5Y CAGR

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Index Funds

    Top Ranked

    ₹ 4,021 Cr

    Fund Size

    15.30%

    5Year CAGR

    5Y CAGR

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    UTI Nifty Index Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    Index Funds

    Top Ranked

    ₹ 4,021 Cr

    Fund Size

    15.30%

    5Year CAGR

    5Y CAGR

    UTI Treasury Advantage Fund (G)

    UTI Treasury Advantage Fund (G)

    Low Duration

    Top Ranked

    ₹ 3,051 Cr

    Fund Size

    3.00%

    3Year CAGR

    3Y CAGR

    UTI Liquid Cash Plan (G)

    UTI Liquid Cash Plan (G)

    Liquid

    Top Ranked

    ₹ 24,533 Cr

    Fund Size

    5.50%

    3Year CAGR

    3Y CAGR

    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)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    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 11.8% 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 as of 2021-06-14 is ₹ 13.9077. The total AUM (Asset Under Management) of the fund as of 2021-06-15 is ₹ 1031.598. 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 100.3% in this asset class. The top three holdings of the fund are adani green energy ltd,adani enterprises ltd shs dematerialised and avenue supermarts 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 2 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 2 out of 5 based on consistency of performance over various years / tenures.

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