UTI Nifty Next 50 Index Fund Direct growth

Equity • Index • Direct growth

Top rated fund from 785 Index Funds
Top rated fund

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Index

Direct growth

Launched On
28 Jun 2018
6.3 years ago
Lock-in Period
No lock-in
NAV
as of 31 Oct 2024
₹25.65
-0.4981% (-0.10)
AUM
₹4,974 Cr
Expense ratio
0.36%
Benchmark
Nifty Next 50
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20%

Units held more than 1Y

12.5%

Exit Load

If units sold anytime

0%

Distribution

Asset split
Equity100.16%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

22.37%
Industrials

Industrials

18.88%
Basic Materials

Basic Materials

12.23%
Consumer Cyclical

Consumer Cyclical

9.65%
Consumer Defensive

Consumer Defensive

8.32%

Fund House

UTI

UTI

Inc: 19 Sep 1986 • Total AUM: ₹1,87,309 Cr • Rank #8
UTI Mutual Fund, started in 2003, has State Bank of India, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank as its sponsors. The fund house is headed by Imtaiyazur Rahman as the CEO. As of 31 March 2024, it has an AUM of ₹3,01,551 Cr. UTI MF has more than 1.2 crore Investor folios.

Fund Managers

Sharwan Kumar Goyal

Experience: 6.25 yrs • Total AUM: 3,70,165 Cr

Ayush Jain

Experience: 2.50 yrs • Total AUM: 3,13,195 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

Other top rated funds

Top rated

ICICI Prudential Nifty Next 50 Index

Equity • Index • Direct Growth
3Y CAGR
18.94%
Expense ratio
0.31%
Tracking error
Below Average
Fund size
High
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SBI Nifty Index Fund

Equity • Index • Direct Growth
3Y CAGR
12.11%
Expense ratio
0.2%
Tracking error
Low
Fund size
High
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UTI Nifty 50 Index Fund

Equity • Index • Direct Growth
3Y CAGR
12.11%
Expense ratio
0.19%
Tracking error
Low
Fund size
High
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ICICI Prudential Nifty 50 Index Fund

Equity • Index • Direct Growth
3Y CAGR
12.08%
Expense ratio
0.17%
Tracking error
Low
Fund size
High
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HDFC Index Fund-NIFTY 50 Plan

Equity • Index • Direct Growth
3Y CAGR
12.08%
Expense ratio
0.2%
Tracking error
Low
Fund size
High
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.