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UTI Nifty Next 50 Index Fund

UTI Nifty Next 50 Index Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.48

as on 31 Jan 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,859 today.

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NAV Performance

UTI Nifty Next 50 Index Fund performance graph for last 3 years
Performance of UTI Nifty Next 50 Index Fund for last 3 Years

Fund Information

  • ₹ 13.969

    as on 31 Jan 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,424 Cr.

    as on 31 Dec 2021
  • 0.79%

  • 28 Jun 2018

  • Equity - Index Funds/ETFs

  • Nifty 50

  • UTI Mutual Fund

    Show All Funds
  • Data not available.

Highlights of this fund

UTI Nifty Next 50 Index Fund is an Open-ended Equity Fund. The fund belongs to Index Funds/ETFs category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 28 Jun 2018. This fund is offered by one of the top AMC (Assets Management Company) UTI Mutual Fund. You can also view here all other Equity funds offered by UTI Mutual Fund.

Latest NAV of the fund is ₹ 13.969 as on 31 Jan 2023.

This fund has 4 years of track record. Since 30 Nov 2021 expense ratio of this fund is 0.79%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund 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.

List of Fund Managers of UTI Nifty Next 50 Index Fund

  • About Sharwan Kumar Goyal

    Picture of Sharwan Kumar GoyalMr.Goyal is B.Com, CFA and MMS. Has 10 years of experience in Risk Management, Equity Research and portfolio Analysis.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 2.25% -1.23% 9.01% 32.56% 22.98% 20.68% 11.31% 12.48% 12.50% 10.01% 22.36% 15.17% 12.84%
Category Average -3.29% -3.23% 1.98% 2.03% 14.61% 14.26% 9.61% 11.66% 1.75% 5.23% 14.90% 12.78% 11.83%
UTI Nifty Next 50 Index Fund -7.11%₹ 9,288 -8.13%₹ 9,186 -4.34%₹ 9,566 -4.43%₹ 9,557 -9.29%₹ 11,385 11.11%₹ 12,352 -1.16%₹ 23,709 11.48%₹ 13,859 9.34%₹ 41,448 - - - -
Motilal Oswal Nifty Smallcap 250 Index Fund -2.37%₹ 9,762 -1.36%₹ 9,864 5.09%₹ 10,508 -6.10%₹ 9,390 1.27%₹ 12,083 21.73%₹ 14,834 6.08%₹ 25,541 20.68%₹ 17,583 22.36%₹ 49,914 - - - -
Motilal Oswal Nifty Midcap 150 Index Fund -2.44%₹ 9,756 -2.38%₹ 9,762 3.30%₹ 10,329 1.50%₹ 10,150 4.80%₹ 12,311 20.82%₹ 14,611 8.29%₹ 26,109 20.31%₹ 17,424 20.91%₹ 48,923 - - - -
DSP Equal Nifty 50 Fund -1.85%₹ 9,814 -1.65%₹ 9,835 3.33%₹ 10,332 4.56%₹ 10,455 6.11%₹ 12,395 18.64%₹ 14,088 8.95%₹ 26,280 18.53%₹ 16,661 19.76%₹ 48,139 9.28%₹ 15,589 15.17%₹ 87,745 - -
Sundaram Smart Nifty 100 Equal Weight Fund 2.25%₹ 10,225 -1.23%₹ 9,876 9.01%₹ 10,900 - - - - - - - - - -
Taurus Nifty Index Fund -2.55%₹ 9,745 -2.14%₹ 9,786 2.64%₹ 10,264 2.49%₹ 10,249 4.20%₹ 12,273 14.25%₹ 13,062 6.31%₹ 25,598 14.81%₹ 15,139 15.26%₹ 45,165 10.78%₹ 16,686 13.42%₹ 84,052 11.54%₹ 29,830 12.13%₹ 2,25,761

Portfolio Holdings

Portfolio holdings pattern of UTI Nifty Next 50 Index Fund as on 02 Feb 2023 are listed below:

  • Equity Holdings:

    99.77%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.23%

Top Sector Holdings of UTI Nifty Next 50 Index Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 11.16% ₹ 166.79 Cr.
Personal care 10.26% ₹ 153.36 Cr.
NBFC 6.50% ₹ 97.18 Cr.
Insurance 4.62% ₹ 69.09 Cr.
Banks 4.55% ₹ 68.02 Cr.
Others 62.91% -

Top Stock Holdings of UTI Nifty Next 50 Index Fund

Name of StocksHolding PercentageHolding Values in Crore
Avenue Supermarts Ltd. 4.22% ₹ 63.03 Cr.
Apollo Hospitals Enterprises Ltd. 4.06% ₹ 60.60 Cr.
Adani Enterprises Ltd. 3.78% ₹ 56.45 Cr.
Vedanta Ltd. 3.57% ₹ 53.32 Cr.
Info Edge (India) Ltd. 3.46% ₹ 51.76 Cr.
Others 80.91% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 0.23%
Margin 0.00%