UTI Nifty Next 50 Exchange Traded Fund Growth

Equity
Large Cap
Very High Risk
20.13%
3Y annualised
-0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Dec 2024₹77.64
Min. SIP amountNot Supported
RatingNA
Fund size₹2,582.19Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns44.5%20.1%22.1%14.6%
Category average25.3%15.1%17.7%NA
Rank with in category377NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
27.2%20.9%34,432.09
5
25.7%17.9%66,206.57
4
20.2%17.9%38,683.63
5
26.8%17.2%429.06
4
22.8%15.1%1,122.58

Holdings (50)

NameSectorInstrumentAssets
Capital GoodsEquity4.51%
HealthcareEquity4.16%
Metals & MiningEquity4.08%
ServicesEquity4.02%
FinancialEquity3.82%
EnergyEquity3.71%
Capital GoodsEquity3.54%
FinancialEquity3.52%
ServicesEquity3.41%
AutomobileEquity3.03%
TechnologyEquity3.03%
EnergyEquity2.86%
ConstructionEquity2.80%
EnergyEquity2.76%
FinancialEquity2.73%
ChemicalsEquity2.49%
Consumer StaplesEquity2.48%
FinancialEquity2.44%
AutomobileEquity2.41%
Consumer StaplesEquity2.39%
InsuranceEquity2.35%
Capital GoodsEquity2.30%
ServicesEquity2.16%
Capital GoodsEquity2.06%
ConstructionEquity1.86%
Metals & MiningEquity1.82%
FinancialEquity1.82%
Capital GoodsEquity1.71%
ConstructionEquity1.70%
Consumer StaplesEquity1.65%
FinancialEquity1.65%
HealthcareEquity1.63%
AutomobileEquity1.61%
InsuranceEquity1.44%
FinancialEquity1.34%
ServicesEquity1.30%
HealthcareEquity1.28%
Consumer StaplesEquity0.93%
ServicesEquity0.68%
EnergyEquity0.60%
Capital GoodsEquity0.59%
FinancialEquity0.56%
Capital GoodsEquity0.43%
ConstructionEquity0.43%
EnergyEquity0.38%
FinancialEquity0.33%
EnergyEquity0.32%
FinancialEquity0.29%
EnergyEquity0.28%
InsuranceEquity0.27%
See All

Expense ratio, exit load and tax

Expense ratio: 0.15%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Deepesh Agarwal
May 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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