What is the NAV of UTI Nifty Next 50 Index Fund?
The Current NAV of UTI Nifty Next 50 Index Fund is ₹24.66, as of 13th June 2025What are the returns of UTI Nifty Next 50 Index Fund?
The UTI Nifty Next 50 Index Fund has been there since 28th June 2018- 1 Year Returns: -5.04
- 3 Year Returns: 22.48
- 5 Year Returns: 22.21
What are the top 5 sectors holdings of UTI Nifty Next 50 Index Fund?
The top sectors UTI Nifty Next 50 Index Fund has invested in are as for 28th 06 2018 are as follows -- Power Generation | 8.44%
- Oil & Gas - Refining & Marketing | 7.10%
- Electrical Components & Equipments | 6.10%
- Pharmaceuticals | 6.00%
- Consumer Finance | 5.74%
What are the top 5 holdings UTI Nifty Next 50 Index Fund?
The top 5 holdings for UTI Nifty Next 50 Index Fund are- Interglobe Aviation Ltd | 4.47%
- Hindustan Aeronautics Ltd | 4.04%
- Divi's Laboratories Ltd | 3.59%
- Vedanta Ltd | 3.16%
- Indian Hotels Company Ltd | 2.89%
What is the asset allocation of UTI Nifty Next 50 Index Fund?
The UTI Nifty Next 50 Index Fund is a plan that invests- Equity | 100.06%
- Cash & Equivalents | -0.06%
How to invest in UTI Nifty Next 50 Index Fund?
If you wish to invest in UTI Nifty Next 50 Index Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the UTI Nifty Next 50 Index Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in UTI Nifty Next 50 Index Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of UTI Nifty Next 50 Index Fund?
The AUM of UTI Nifty Next 50 Index Fund is 5036.87 Cr as of 13th June 2025What is the expense ratio of UTI Nifty Next 50 Index Fund Plan?
The expense ratio of UTI Nifty Next 50 Index Fund Plan is 0.34How to exit UTI Nifty Next 50 Index Fund?
If you have invested in UTI Nifty Next 50 Index Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of UTI Nifty Next 50 Index Fund?
The alpha ratio for the UTI Nifty Next 50 Index Fund is 3.11
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of UTI Nifty Next 50 Index Fund?
The volatility or standard deviation for the UTI Nifty Next 50 Index Fund is 19.76
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of UTI Nifty Next 50 Index Fund?
The sharpe ratio for the UTI Nifty Next 50 Index Fund is -0.46
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of UTI Nifty Next 50 Index Fund?
The Sortino ratio for the UTI Nifty Next 50 Index Fund is -0.04
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of UTI Nifty Next 50 Index Fund?
The PE ratio (price-to-earnings) of the UTI Nifty Next 50 Index Fund is 44.86 while category PE ratio is 44.931. Test MF FAQ for Mutual Fund UTI Nifty Next 50 Index Fund Shares?
The Current NAV of UTI Nifty Next 50 Index Fund is ₹24.66, as of 13th June 20255. Test MF FAQ Is there any lock-in period for UTI Nifty Next 50 Index Fund Plan?
There is a lock in period of N/A for UTI Nifty Next 50 Index Fund
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UTI Nifty Next 50 Index Fund Direct Growth
Growth
24.660.81% (-0.20)
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Returns
0.00%
0.00%
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1Y
3Y
5Y
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SIP
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UTI Nifty Next 50 Index Fund Performance & Key Metrics
UTI Nifty Next 50 Index Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.34 | 44.86 | -0.46 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.51 | 44.93 | -0.06 |
UTI Nifty Next 50 Index Fund Scheme InfoUTI Nifty Next 50 Index Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY NEXT 50 - TRI |
About Index Funds - Nifty Next 50
About Index Funds - Nifty Next 50
Index Funds - Nifty Next 50 invests in stocks that emulate the Nifty Next 50 index. They invest in the same securities which are present in Nifty Next 50. These funds aim to offer returns comparable to the Nifty Next 50
UTI Nifty Next 50 Index Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
UTI Nifty Next 50 Index Fund Peers & Comparison
Comparing 3 mutual funds from
EquityIndex Funds - Nifty Next 50
EquityIndex Funds - Nifty Next 50
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Nifty Next 50 Index Fund | -5.04% | 22.48% | 13.84% |
| ICICI Pru Nifty Next 50 Index Fund | -5.37% | 22.32% | 14.91% |
| HDFC NIFTY Next 50 Index Fund | -5.37% | 22.15% | 13.38% |
| SBI Nifty Next 50 Index Fund | -5.12% | 22.44% | 16.20% |
UTI Nifty Next 50 Index Fund Returns Comparison
Compare UTI Nifty Next 50 Index Fund with any MF, ETF, stock or indexCompare UTI Nifty Next 50 Index Fund with any MF, ETF, stock or index
UTI Nifty Next 50 Index Fund
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
UTI Nifty Next 50 Index Fund Asset Allocation
UTI Nifty Next 50 Index Fund Asset Allocation
Actual
Target
Sep 2024
Dec 2024
Mar 2025
May 2025
Sep 2024
Dec 2024
Mar 2025
May 2025
UTI Nifty Next 50 Index Fund Sector Distribution
UTI Nifty Next 50 Index Fund Sector Distribution
Sep 2024
Dec 2024
Mar 2025
May 2025
UTI Nifty Next 50 Index Fund Sector Weightage
UTI Nifty Next 50 Index Fund Sector Weightage
Power Generation
Power Generation as a % of total holdings for last six quarters
UTI Nifty Next 50 Index Fund Current Holdings
UTI Nifty Next 50 Index Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
4.47 %
0.17 %Holdings
4.04 %
1.17 %Holdings
3.59 %
0.18 %
AMC Profile of UTI Nifty Next 50 Index Fund
AMC Profile of UTI Nifty Next 50 Index Fund
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
67
Total AUM
₹ 2,38,445.26 Cr.
UTI Nifty Next 50 Index Fund Manager Details
UTI Nifty Next 50 Index Fund Manager Details
UTI Nifty Next 50 Index Fund Manager Profile
UTI Nifty Next 50 Index Fund Manager Profile
Sharwan Kumar Goyal
AUM: ₹53,003.74 Cr.
|
Exp: 10yrs
Ayush Jain
AUM: ₹38,418.77 Cr.
|
Exp: 4yrs
UTI Nifty Next 50 Index Fund Manager Performance (0)
UTI Nifty Next 50 Index Fund Manager Performance (0)
Equity: Index Funds - Nifty Next 50
UTI Nifty Next 50 Index Fund Tax Implications
UTI Nifty Next 50 Index Fund Tax Implications
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Investment frequency
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CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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UTI Nifty Next 50 Index Fund Review & Opinions
UTI Nifty Next 50 Index Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%