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UTI Nifty Next 50 Index Fund Direct Growth

Other
Index
Very High Risk
19.09%
3Y annualised
-1.73% 1D
1M
6M
1Y
3Y
All
NAV: 20 Oct 2021₹15.69
Min. SIP amount₹500
Rating2star
Fund size₹1,330.11 Cr

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA58.2%19.1%14.5%
Category averageNA48.0%13.9%NA
Rank with in categoryNA1348NA
Understand termsinfo

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity4.0%
ServicesEquity3.8%
HealthcareEquity3.7%
ICICI Lombard General Insurance Company Ltd.
InsuranceEquity3.3%
ServicesEquity3.3%
FMCGEquity3.2%
MetalsEquity3.0%
ChemicalsEquity3.0%
FMCGEquity2.9%
EngineeringEquity2.8%
See All

Pros and cons

info
Category: Other Index
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Pros

Consistently higher annualised returns than category average for the past 1Y and 3Y
Exit load is zero
Lower expense ratio: 0.32%
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Cons

Lower alpha: -0.51 The fund has generated returns lower than benchmark - NIFTY Next 50 TRI - in the last 3Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.32%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Fund house & investment objective

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Fund house contact details

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