UTI Nifty Next 50 Index Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

UTI Nifty Next 50 Index Growth Direct Plan

NAV
₹25.5404
+0.37%
(23 Dec)
AUM
5,953 Cr
TER
0.34%
Risk
Very High Risk
Insights
Top searched fund this month
Most bought 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
In beta. Send feedback here.
Compare with other fund
1Y
+24.0%
+18.0%
+9.9%
+0.9%
-3.5%
3Y
+30.7%
+33.1%
+26.1%
+18.1%
+25.6%
5Y
NA
NA
NA
+17.5%
NA
ALL
+28.6%
+35.7%
+22.2%
+13.3%
+16.8%
VOL
16.6%
20.2%
16.9%
18.8%
20.2%
TER
0.4%
0.4%
0.3%
0.3%
0.5%
AUM
₹176 Cr
₹1,181 Cr
₹562 Cr
₹5,953 Cr
₹258 Cr
INFO
1.73
1.77
1.31
0.71
0.83
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 Nov
Top holdings
Vedanta Ltd
3.9%
Hindustan Aeronautics Ltd Ordinary Shares
3.7%
TVS Motor Co Ltd
3.6%
Divi's Laboratories Ltd
3.6%
Cholamandalam Investment and Finance Co Ltd
3.2%
Bharat Petroleum Corp Ltd
3.0%
Britannia Industries Ltd
3.0%
Tata Power Co Ltd
2.8%
Indian Hotels Co Ltd
2.8%
Varun Beverages Ltd
2.8%
Top industry exposure
Financial Services
20.2%
Basic Materials
12.9%
Utilities
12.6%
Consumer Defensive
12.2%
Consumer Cyclical
11.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
45%
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