UTI Nifty Next 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
19.82%
3Y annualised
-0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Dec 2024₹26.78
Min. SIP amount₹500
Rating4
Fund size₹4,973.79Cr

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 returns44.1%19.8%21.8%16.5%
Category average25.3%15.1%17.7%NA
Rank with in category394NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
28.3%22.5%34,432.09
5
26.9%19.1%66,206.57
5
28.3%18.9%429.06
4
29.4%16.4%1,744.59
4
28.1%16.3%15,311.79

Holdings (50)

NameSectorInstrumentAssets
Capital GoodsEquity4.51%
HealthcareEquity4.16%
Metals & MiningEquity4.08%
ServicesEquity4.02%
FinancialEquity3.82%
EnergyEquity3.71%
Capital GoodsEquity3.55%
FinancialEquity3.53%
ServicesEquity3.42%
AutomobileEquity3.04%
TechnologyEquity3.03%
EnergyEquity2.86%
ConstructionEquity2.80%
EnergyEquity2.76%
FinancialEquity2.73%
ChemicalsEquity2.49%
Consumer StaplesEquity2.49%
FinancialEquity2.44%
AutomobileEquity2.41%
Consumer StaplesEquity2.39%
InsuranceEquity2.35%
Capital GoodsEquity2.31%
ServicesEquity2.16%
Capital GoodsEquity2.06%
ConstructionEquity1.86%
Metals & MiningEquity1.83%
FinancialEquity1.82%
Capital GoodsEquity1.71%
ConstructionEquity1.70%
Consumer StaplesEquity1.65%
FinancialEquity1.65%
HealthcareEquity1.63%
AutomobileEquity1.61%
InsuranceEquity1.44%
FinancialEquity1.34%
ServicesEquity1.31%
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: 0.36%

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

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,

Compare funds

UTI Nifty Next 50 Index Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.5.9
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ