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UTI Nifty Next 50 Index Fund - Direct Plan

The investment objective of the scheme is 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. However there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Suitability

This product is suitable for investors who are seeking

• Capital Growth in tune with Index returns.

• Passive investment in equity instruments comprised in Nifty Next 50 Index

Fund Info

Scheme Class	Equity
Scheme Category	Index Funds
Expense Ratio	0.33%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,631
AMC AUM (in Crs.)	₹ 1,59,694
Min Addition Subscription	₹ 1,000

Benchmark Type

NIFTY Next 50 Total Return Index(100.0)

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
UTI Nifty Next 50 Index Fund - Direct Plan	1000	1000	10.67%
Nippon India Index Fund Sensex Plan - Direct Plan	1000	1000	11.18%
UTI Nifty Index Fund - Direct Plan	0	0	11.01%
HDFC Index Sensex Plan - Direct Plan	1000	1000	11.04%
ICICI Prudential Nifty Index - Direct Plan	0	0	11.05%

Top 10 Holdings

Company	Holding Type	Asset(%)
Adani Enterprises Ltd	Equity	5
Vedanta Ltd	Equity	4
Adani Green Energy Ltd	Equity	4
Adani Transmission Ltd	Equity	3
SRF Ltd	Equity	3
Pidilite Industries Ltd	Equity	3
Avenue Supermarts Ltd	Equity	3
Info Edge (India) Ltd	Equity	3
ICICI Lombard General Insurance Co Ltd	Equity	3
Dabur India Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	100
Cash	0
Cash - Repurchase Agreement	0

Sector Allocation(%)

Sector	Percent
Basic Materials	20
Financial Services	17
Consumer Defensive	15
Utilities	9
Healthcare	8

Fund Manager

Sharwan Kumar Goyal

3+ years of experience

UTI Mutual Fund

AUM₹1,59,694 Cr

About

UTI Mutual Fund was carved out of the erstwhile Unit Trust of India as a SEBI registered mutual fund from February 2003. The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund.##UTI AMC, India most trusted Wealth creators and always has the interest of its investors in its heart. The AMC has completed 50 years as India leading Financial service institution and was a sole vehicle of capital market investment for Indian Citizens till the early 90’s. The institution has shown great resilience and has grown from strength to strength overcoming economic turbulence and global turnarounds. This AMC has contributed immensely to industrial and capital growth in the Indian market. It has led transformative initiatives like developmental financial institutions, rural outreach programs and financial products and services.

pms_care@uti.co.in

Phone

1800 26 61230

Address

PMS Division, UTI - Tower, Gn Block, Bandra Kurla Complex, Mumbai- 400051, Mumbai - 400051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m