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 |
| Benchmark Type | NIFTY Next 50 Total Return Index(100.0) |
| Expense Ratio | 0.27% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 569 |
| AMC AUM (in Crs.) | ₹ 1,59,694 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| SBI Life Insurance Co Ltd | Equity | 5 |
| HDFC Life Insurance Co Ltd | Equity | 4 |
| Godrej Consumer Products Ltd | Equity | 4 |
| Dabur India Ltd | Equity | 3 |
| Shree Cement Ltd | Equity | 3 |
| Bandhan Bank Ltd | Equity | 3 |
| Divi's Laboratories Ltd | Equity | 3 |
| ICICI Lombard General Insurance Co Ltd | Equity | 3 |
| Hindustan Petroleum Corp Ltd | Equity | 3 |
| Petronet LNG Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 100 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 31 |
| Consumer Defensive | 20 |
| Basic Materials | 13 |
| Healthcare | 12 |
| Industrials | 8 |
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 The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund.##UTI AMC, India most trusted Wealth creators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.
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Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m