UTI Nifty Next 50 Index Fund Regular Growth+2.66%

3
-3.67%
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 Ratio0.78%
NAV9.43 (25 Sep 2020)
Fund Started28 Jun 2018
Fund Size631 Cr

Returns

1Y
3Y*
5Y*
Since inception*
UTI Nifty Next 50 Index Fund Regular Growth
-3.7%
NA
NA
-2.6%
Category Average
1.4%
1.2%
9.1%
-
Rank within category
14
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with -3.7% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Divi's Laboratories Ltd.HealthcareEquity5.4%
    Avenue Supermarts Ltd.ServicesEquity4.5%
    SBI Life Insurance Company Ltd.FinancialEquity4.4%
    Dabur India Ltd.FMCGEquity3.6%
    ICICI Lombard General Insurance Company Ltd.FinancialEquity3.4%
    Godrej Consumer Products Ltd.FMCGEquity3.4%
    Aurobindo Pharma Ltd.HealthcareEquity3.1%
    Info Edge (India) Ltd.ServicesEquity3.1%
    Lupin Ltd.HealthcareEquity3.0%
    Pidilite Industries Ltd.ChemicalsEquity2.9%
    See All

    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 Axis 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 ₹631 Cr and the Latest NAV as of 25 Sep 2020 is ₹9.43.

    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 Axis Mutual Fund

    Address
    Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
    Phone
    022-43255161
    Launch Date
    04 Sep 2009
    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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