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UTI Nifty Next 50 Index Fund

UTI Nifty Next 50 Index Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.14

as on 17 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,488 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

  • ₹ 15.345

    as on 17 Sep 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,097 Cr.

    as on 17 Sep 2021
  • 0.78%

    since 31 May 2021
  • 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 ₹ 15.345 as on 17 Sep 2021.

This fund has 3 years of track record. Since 31 May 2021 expense ratio of this fund is 0.78%. 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 8.52% 12.57% 31.43% 77.45% 41.82% 16.84% 16.31% 15.39% 82.16% 65.94% 31.30% 20.58% 16.31%
Category Average 6.47% 11.27% 21.46% 56.37% 28.80% 15.30% 14.93% 13.60% 52.87% 42.54% 28.37% 19.45% 15.07%
UTI Nifty Next 50 Index Fund 8.51%₹ 10,851 11.01%₹ 11,101 26.38%₹ 12,638 56.28%₹ 15,628 57.83%₹ 15,493 28.69%₹ 16,573 42.36%₹ 35,410 13.14%₹ 14,488 28.77%₹ 54,463 - - - -
HDFC Index Fund - Sensex Plan 5.78%₹ 10,578 12.55%₹ 11,255 19.00%₹ 11,900 52.25%₹ 15,224 47.59%₹ 14,906 27.67%₹ 16,311 39.59%₹ 34,614 16.84%₹ 15,956 28.03%₹ 53,925 16.31%₹ 21,306 20.58%₹ 1,00,138 14.13%₹ 37,562 15.77%₹ 2,74,325
Nippon India Index Fund - Sensex Plan 5.80%₹ 10,579 12.57%₹ 11,257 18.89%₹ 11,888 51.94%₹ 15,194 47.33%₹ 14,891 27.63%₹ 16,299 39.42%₹ 34,565 16.57%₹ 15,846 27.84%₹ 53,789 15.84%₹ 20,875 20.26%₹ 99,355 13.53%₹ 35,622 15.15%₹ 2,65,322
UTI Nifty Index Fund 5.87%₹ 10,586 11.81%₹ 11,181 20.16%₹ 12,016 54.12%₹ 15,412 49.65%₹ 15,025 28.35%₹ 16,486 41.07%₹ 35,037 16.57%₹ 15,845 28.64%₹ 54,369 15.88%₹ 20,907 20.34%₹ 99,555 13.93%₹ 36,904 15.58%₹ 2,71,501
IDFC Nifty Fund 5.78%₹ 10,578 11.61%₹ 11,161 19.70%₹ 11,970 53.05%₹ 15,304 48.52%₹ 14,960 28.29%₹ 16,470 40.57%₹ 34,895 16.52%₹ 15,827 28.40%₹ 54,196 15.82%₹ 20,857 20.23%₹ 99,291 14.21%₹ 37,821 15.61%₹ 2,71,922
LIC Index FunD-Sensex Plan 5.69%₹ 10,569 12.33%₹ 11,232 18.51%₹ 11,850 50.97%₹ 15,096 46.35%₹ 14,834 27.22%₹ 16,196 38.68%₹ 34,353 16.30%₹ 15,737 27.39%₹ 53,461 15.42%₹ 20,502 19.88%₹ 98,453 13.18%₹ 34,523 14.80%₹ 2,60,301

Portfolio Holdings

Portfolio holdings pattern of UTI Nifty Next 50 Index Fund as on 20 Sep 2021 are listed below:

  • Equity Holdings:

    100.11%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    -0.11%

Top Sector Holdings of UTI Nifty Next 50 Index Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 13.82% ₹ 151.60 Cr.
Personal care 11.51% ₹ 126.30 Cr.
Insurance 5.34% ₹ 58.59 Cr.
Hospital 4.66% ₹ 51.14 Cr.
Banks 4.36% ₹ 47.80 Cr.
Others 60.31% -

Top Stock Holdings of UTI Nifty Next 50 Index Fund

Name of StocksHolding PercentageHolding Values in Crore
Adani Enterprises Ltd. 3.82% ₹ 41.90 Cr.
Info Edge (India) Ltd. 3.50% ₹ 38.40 Cr.
Apollo Hospitals Enterprises Ltd. 3.36% ₹ 36.83 Cr.
Avenue Supermarts Ltd. 3.28% ₹ 35.99 Cr.
Adani Green Energy Ltd. 3.24% ₹ 35.58 Cr.
Others 82.80% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables -0.11%