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UTI Nifty Next 50 Index Growth Direct Plan
NAV
₹15.4992
+0.16%
(5 Jun)
AUM
2,119 Cr
TER
0.33%
Risk
Very High Risk
Insights
Top searched fund this month
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
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Compare with other fund
1Y
+24.3%
+19.3%
+16.4%
+14.7%
+11.2%
3Y
+29.1%
+34.2%
+28.9%
+38.6%
+19.2%
5Y
NA
NA
+12.4%
NA
NA
ALL
+13.6%
+24.6%
+10.7%
+24.0%
+9.3%
VOL
28.3%
20.0%
18.5%
20.9%
19.4%
TER
0.2%
0.2%
0.4%
0.3%
0.3%
AUM
₹388 Cr
₹702 Cr
₹540 Cr
₹341 Cr
₹2,119 Cr
INFO
0.48
1.23
0.58
1.15
0.48
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Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
UTI Nifty Next 50 Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
LTIMindtree Ltd
3.7%
Bharat Electronics Ltd
3.4%
SRF Ltd Shs Dematerialised
3.4%
Pidilite Industries Ltd
3.4%
Bank of Baroda
3.2%
Cholamandalam Investment and Finance Co Ltd
3.1%
Godrej Consumer Products Ltd
3.1%
Shree Cement Ltd
3.0%
Dabur India Ltd
2.8%
Vedanta Ltd
2.8%
Top industry exposure
Basic Materials
20.2%
Financial Services
18.1%
Industrials
16.5%
Consumer Defensive
16.1%
Utilities
8.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
41%
Lock-in period
-
Exit load
No exit load
Fund objective
The principal investment objective of the scheme is to invest in stocks of companies comprising the underlying index and endeavor to achieve return equivalent to underlying index by “passive” investment. The scheme will be managed by replicating the index in the same weightages in the underlying Index with the intention of minimizing the performance differences between the scheme and the underlying Index in capital terms, subject to market liquidity, costs of trading, management expenses and other factors which may cause tracking error. The scheme would alter the scripts/weights as and when the same are altered in the underlying index.
Fund manager(s)
Sharwan Kumar Goyal
Ayush Jain
FAQs
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How will the gains from the UTI Nifty Next 50 Index Growth Direct Plan be taxed?
What is the investment objective of UTI Nifty Next 50 Index Growth Direct Plan?
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Who is the fund manager of UTI Nifty Next 50 Index Growth Direct Plan?
What is the exit load for UTI Nifty Next 50 Index Growth Direct Plan?