UTI Nifty Next 50 Index Fund Direct Growth

Other
Index
Very High Risk
20.62%
3Y annualised
+0.62% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Mar 2024₹21.41
Min. SIP amount₹500
Rating2
Fund size₹3,384.94Cr

Return calculator

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

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns54.6%20.6%16.5%14.2%
Category average39.4%17.5%15.3%NA
Rank with in category141314NA
Understand terms

Holdings (51)

NameSectorInstrumentAssets
ServicesEquity4.82%
Capital GoodsEquity4.14%
FinancialEquity3.82%
EnergyEquity3.55%
EnergyEquity3.43%
ConstructionEquity3.27%
Capital GoodsEquity3.25%
AutomobileEquity2.81%
FinancialEquity2.79%
EnergyEquity2.77%
See All

Pros and cons

Category: Other Index

Pros

Cons

Exit load is zero
Low rating: 2
Lower expense ratio: 0.35%
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

Expense ratio, exit load and tax

Expense ratio: 0.35%

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 terms
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

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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