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UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Fund House:
UTI Mutual Fund
Category:
Index Fund
Status:
Open Ended Schemes
Launch Date:
05-06-2018
ISIN Number:
INF789FC11T3
Minimum Investment:
5000
Minimum SIP:
500
Total Assets: (29-11-2024):
4872.92
Nav (20-12-2024)
24.3902
CAGR Since Inception:
14.69
Benchmark:
Nifty Next 50 TRI
Expense Ratio (30-11-2024)::
0.8 %
Risko-Meter:
Very High
Exit Load:
Nil
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 34.79 25.65 19.49 19.22 0
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option 39.2 0 0 0 0
ICICI Prudential Nifty Pharma Index Fund - Growth 38.52 32.15 0 0 0
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth 36.03 39.46 0 0 0
ICICI Prudential Nifty Next 50 Index Fund - Growth 35 25.81 19.57 19.12 14.22
DSP Nifty Next 50 Index Fund - Regular Plan - Growth 34.83 25.91 19.77 19.27 0
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 34.75 25.63 19.45 0 0
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 34.75 25.56 19.65 0 0
HDFC NIFTY Next 50 Index Fund - Growth Option 34.72 25.53 19.26 0 0
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan 34.66 38.01 0 0 0
Fund Manager
Sharwan Kumar Goyal, Ayush Jain, Deepesh Agarwal:
Scheme 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.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option NIFTY 100 Equal Weight TRI Index Fund
CAGR since inception 14.69% 18.79% 11.06%
1 Year 34.79% 22.23% 16.03%
3 Year 19.49% 18.09% 15.06%
5 Year 19.22% 19.75% 16.18%
10 Year 0.00% 13.31% 11.71%
Nav / Index Value as on2024-12-22 4,872.92% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Equity 100.04
Company Holding
DIVIS LABORATORIES LIMITED 4.16
VEDANTA LIMITED 4.08
INTERGLOBE AVIATION LIMITED 4.02
POWER FINANCE CORPORATION LTD. 3.82
THE TATA POWER COMPANY LIMITED 3.71
SIEMENS LIMITED 3.55
REC LIMITED 3.53
INFO EDGE INDIA LIMITED 3.42
TVS MOTOR COMPANY LIMITED 3.04
LTIMINDTREE LIMITED 3.03
FAQ's of UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
How do I use the SIP Calculator to calculate UTI Mutual Fund ?

To calculate the UTI Mutual Fund :

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Now, you will be able to see the estimated returns.
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UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option