UTI Nifty Next 50 Index Fund Direct
Scheme Type
Open-ended
Scheme Category
Large-Cap
Benchmark Type
NIFTY Next 50 Total Return Index(100.0)
Scheme AUM (in Crs.)
₹ 253.54
Expense Ratio
0.27%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 157586
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
01 Feb 2003
Sponsor
NA
Email
service@uti.co.in
Phone
022 - 66786666
Address
UTI Tower , `GN' Block,,Bandra Kurla Complex,,Bandra (E), Mumbai - 400 051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,948
Portfolio Value
₹-52
Total Returns
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