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UTI Nifty Next 50 Index Fund

UTI Nifty Next 50 Index Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

Invest Now

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

  • ₹ 13.939

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 779 Cr.

    as on 10 Jun 2021
  • 0.79%

    since 31 Dec 2020
  • 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 ₹ 13.939 as on 10 Jun 2021.

This fund has 2 years of track record. Since 31 Dec 2020 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 10.17% 16.88% 42.46% 109.64% 19.58% 14.50% 15.24% 13.23% 109.28% 40.51% 25.69% 17.06% 15.06%
Category Average 6.51% 6.71% 20.02% 59.75% 16.41% 13.14% 14.29% 11.51% 54.90% 32.43% 22.22% 16.16% 13.50%
UTI Nifty Next 50 Index Fund 8.28%₹ 10,828 12.10%₹ 11,210 22.76%₹ 12,275 55.25%₹ 15,525 59.63%₹ 15,582 19.58%₹ 14,307 35.59%₹ 33,451 - - - - - -
HDFC Index Fund - Sensex Plan 5.95%₹ 10,595 2.73%₹ 10,273 14.15%₹ 11,414 53.94%₹ 15,394 42.80%₹ 14,618 15.31%₹ 13,302 28.85%₹ 31,574 14.50%₹ 15,029 21.14%₹ 49,049 15.24%₹ 20,332 16.93%₹ 91,573 11.91%₹ 30,844 14.00%₹ 2,49,401
UTI Nifty Index Fund 5.59%₹ 10,559 4.55%₹ 10,454 17.30%₹ 11,730 57.03%₹ 15,703 48.12%₹ 14,926 15.85%₹ 13,427 31.37%₹ 32,271 14.46%₹ 15,014 22.33%₹ 49,862 15.01%₹ 20,130 16.99%₹ 91,704 11.80%₹ 30,541 13.96%₹ 2,48,863
IDFC Nifty Fund 5.51%₹ 10,551 4.35%₹ 10,435 16.84%₹ 11,683 56.21%₹ 15,621 47.14%₹ 14,869 15.94%₹ 13,446 31.19%₹ 32,220 14.45%₹ 15,008 22.25%₹ 49,809 14.96%₹ 20,086 16.95%₹ 91,632 12.23%₹ 31,732 14.05%₹ 2,50,061
Taurus Nifty Index Fund 5.51%₹ 10,550 4.72%₹ 10,472 18.83%₹ 11,883 58.45%₹ 15,844 50.05%₹ 15,037 16.49%₹ 13,575 32.60%₹ 32,615 14.33%₹ 14,959 22.81%₹ 50,198 14.60%₹ 19,772 17.06%₹ 91,865 11.14%₹ 28,778 13.52%₹ 2,43,034
HDFC Index Fund - Nifty Plan 5.58%₹ 10,558 4.49%₹ 10,449 17.18%₹ 11,718 56.66%₹ 15,666 47.80%₹ 14,908 15.53%₹ 13,351 31.03%₹ 32,177 14.19%₹ 14,906 22.02%₹ 49,651 14.81%₹ 19,954 16.75%₹ 91,184 11.74%₹ 30,378 13.87%₹ 2,47,637

Portfolio Holdings

Portfolio holdings pattern of UTI Nifty Next 50 Index Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    100.08%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    -0.08%

Top Sector Holdings of UTI Nifty Next 50 Index Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 11.83% ₹ 109.04 Cr.
Personal care 10.96% ₹ 100.98 Cr.
Banks 4.79% ₹ 53.52 Cr.
Insurance 4.84% ₹ 48.80 Cr.
Hospital 4.09% ₹ 37.69 Cr.
Others 63.49% -

Top Stock Holdings of UTI Nifty Next 50 Index Fund

Name of StocksHolding PercentageHolding Values in Crore
Vedanta Ltd. 3.84% ₹ 35.41 Cr.
Adani Green Energy Ltd. 3.51% ₹ 32.38 Cr.
Avenue Supermarts Ltd. 3.46% ₹ 31.93 Cr.
Info Edge (India) Ltd. 3.30% ₹ 30.38 Cr.
ICICI Lombard General Insurance Co Ltd. 3.12% ₹ 28.72 Cr.
Others 82.77% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables -0.08%