Analyst’s Choice
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.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
UTI Nifty Next 50 Index Fund - Direct Plan
|
Very High
|
Please wait... |
0.34 |
|||
Very High
|
Please wait... |
1.01 |
||||
Very High
|
Please wait... |
0.88 |
||||
Very High
|
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0.56 |
||||
Very High
|
Please wait... |
1.11 |
₹2,478 Cr
--
5,000
--
500
6
UTI Nifty Next 50 Index Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index.
Mutual funds can be bought directly from the website of the fund house. For instance, UTI Nifty Next 50 Index Fund - Direct Plan fund can be purchased from the website of UTI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of UTI Nifty Next 50 Index Fund - Direct Plan is ₹17.7617 as of 04-Dec-2023.
The AUM of UTI Nifty Next 50 Index Fund - Direct Plan Fund is ₹2,478 Cr as of 31-Oct-2023
The riskometer level of UTI Nifty Next 50 Index Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
3.96
|
|
3.62
|
|
3.61
|
|
3.41
|
|
2.85
|
As of 31-Oct-2023, UTI Nifty Next 50 Index Fund - Direct Plan had invested 100.21% in Equity, 0% in Debt and -0.21% in Cash & Cash Eq. See More
UTI Nifty Next 50 Index Fund - Direct Plan is 5 years 5 months old. It has delivered 11.16% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
10.85%
|
16.88%
|
12.53%
|
--
|
--
|
11.16%
|
No, There is no lock in period in UTI Nifty Next 50 Index Fund - Direct Plan.
The expense ratio of UTI Nifty Next 50 Index Fund - Direct Plan is 0.34.
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