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UTI Nifty Next 50 Index Fund Regular Growth+0.57%

17.93%
1 Year Return
Equity
Index
3.0star
6M
1Y
All

Fund Details

UTI Nifty Next 50 Index Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.79%
NAV₹12.08 (20 Jan 2021)
Fund Started28 Jun 2018
Fund Size779 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
17.9%
-
-
7.4%
Category Average
17.6%
9.4%
14.5%
-
Rank Within Category
84
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 17.9% returns per annum

Comparison

Data not available
Pros
1. Exit load is zero
Cons
1. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Adani Green Energy Ltd.EngineeringEquity5.3%
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Info Edge (India) Ltd.ServicesEquity3.9%
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ICICI Lombard General Insurance Company Ltd.FinancialEquity3.8%
Dabur India Ltd.FMCGEquity3.4%
Godrej Consumer Products Ltd.FMCGEquity3.1%
Bandhan Bank Ltd.FinancialEquity3.0%
Aurobindo Pharma Ltd.HealthcareEquity2.9%
Pidilite Industries Ltd.ChemicalsEquity2.8%
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Fund Managers

UTI Nifty Next 50 Index Fund Regular Growth Details

UTI Nifty Next 50 Index Fund Regular Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 28 Jun 2018. Kaushik Basu, Sharwan Kumar Goyal is the Current Fund Manager of UTI Nifty Next 50 Index Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹779 Cr and the Latest NAV as of 20 Jan 2021 is ₹12.08.

The UTI Nifty Next 50 Index Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.

Investment Objective

The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Nil
Exit Load

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About UTI Mutual Fund

Address
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai 400051
Phone
022-66786666
Launch Date
01 Feb 2003
Website
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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