UTI Nifty Next 50 Index Fund Regular Growth

Other
Index
Very High Risk
10.77%
3Y annualised
-0.24% 1D
1M
6M
1Y
3Y
All
NAV: 02 Feb 2023₹13.71
Min. SIP amountNot Supported
Rating3
Fund size₹2,087.92Cr

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
6M1Y3YAll
Fund returnsNA-8.8%10.8%7.1%
Category averageNA-1.9%13.7%NA
Rank with in categoryNA11691NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
Adani Total Gas Ltd.EnergyEquity3.8%
LTIMindtree Ltd.TechnologyEquity3.5%
Pidilite Industries Ltd.ChemicalsEquity3.4%
Ambuja Cements Ltd.ConstructionEquity3.3%
Bharat Electronics Ltd.Capital GoodsEquity3.1%
Tata Power Company Ltd.EnergyEquity3.0%
Bank Of BarodaFinancialEquity3.0%
Vedanta Ltd.Metals & MiningEquity3.0%
SRF Ltd.DiversifiedEquity2.9%
Godrej Consumer Products Ltd.Consumer StaplesEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 0.79%

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

Fund management

Sharwan Kumar Goyal
Jul 2018 - Present
View details

Education
Mr.Goyal is B.Com, CFA and MMS.
Experience
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Also manages these schemes

Deepesh Agarwal
May 2022 - Present
View details

Education
Mr. Agarwal is B.Com, C.A and CFA.
Experience
Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
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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