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UTI Nifty Next 50 Index Fund

UTI Nifty Next 50 Index Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.46

as on 23 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,488 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

  • ₹ 12.889

    as on 23 Jun 2022
  • 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 ₹ 12.889 as on 23 Jun 2022.

This fund has 3 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% 36.00% 15.56% 11.65% 13.86% -13.11% 12.11% 16.44% 11.63% 11.84%
Category Average -4.03% -9.56% -9.25% -1.14% 22.40% 10.67% 10.07% 12.14% -15.51% 6.90% 12.16% 10.58% 10.99%
UTI Nifty Next 50 Index Fund -5.42%₹ 9,457 -11.06%₹ 8,894 -13.62%₹ 8,637 -6.66%₹ 9,334 -19.88%₹ 10,670 17.44%₹ 13,791 3.73%₹ 24,936 10.46%₹ 13,488 9.95%₹ 41,801 - - - -
Sundaram Smart Nifty 100 Equal Weight Fund 2.25%₹ 10,225 -1.23%₹ 9,876 9.01%₹ 10,900 - - - - - - - - - -
DSP Equal Nifty 50 Fund -4.78%₹ 9,522 -9.29%₹ 9,070 -7.64%₹ 9,235 -0.56%₹ 9,943 -13.14%₹ 11,131 27.48%₹ 16,251 11.46%₹ 26,917 11.69%₹ 13,945 16.44%₹ 45,906 - - - -
Principal Nifty 100 Equal Weight Fund -4.44%₹ 9,556 -9.76%₹ 9,024 -10.44%₹ 8,956 -4.06%₹ 9,594 -16.28%₹ 10,917 22.13%₹ 14,916 7.67%₹ 25,941 11.14%₹ 13,738 13.36%₹ 43,924 7.83%₹ 14,579 9.80%₹ 76,783 10.56%₹ 27,322 9.41%₹ 1,95,264
Taurus Nifty Index Fund -3.55%₹ 9,645 -8.84%₹ 9,116 -8.36%₹ 9,164 -1.39%₹ 9,860 -13.67%₹ 11,095 22.85%₹ 15,092 7.26%₹ 25,833 10.80%₹ 13,615 12.84%₹ 43,598 10.92%₹ 16,794 11.35%₹ 79,800 11.90%₹ 30,807 11.13%₹ 2,13,946
UTI Nifty Index Fund -3.67%₹ 9,633 -9.35%₹ 9,064 -8.33%₹ 9,166 -0.43%₹ 9,957 -13.47%₹ 11,109 23.08%₹ 15,148 7.64%₹ 25,931 10.80%₹ 13,612 13.01%₹ 43,707 11.22%₹ 17,020 11.58%₹ 80,250 12.51%₹ 32,540 11.68%₹ 2,20,260

Portfolio Holdings

Portfolio holdings pattern of UTI Nifty Next 50 Index Fund as on 25 Jun 2022 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%