UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

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Index Fund NAV 15.1953 0 09 June, 2023

Fund Details

Category Index Fund
Fund Type
Investment Plan Growth
Launch Date 05 June, 2018
Benchmark NIFTY Next 50 TR
Asset Size(Cr) 2001.94 (As on 31-03-2023)
Turn over 49%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 0.79% (As on 31-01-2023)
Fund Manager Sharwan Kumar Goyal, Ayush Jain, Deepesh Agarwal

Investment Returns (As on 09 Jun, 2023)

Duration Returns Benchmark Category
1 W 2.45% 2.08% 1.2%
1 M 5.11% 5.4% 3.08%
3 M 3.5% 3.89% 2.47%
6 M -7.56% -2.64% 1.19%
1 Y -6.06% 0.73% 4.61%
2 Y 6.65% 9.84% 10.11%
3 Y 18.16% 24.62% 22.54%
5 Y - 9.3% 10.96%

Risk Mesasures (As on 09 Jun, 2023)

Std Dev Sharpe Beta Alpha
Fund 16.7 0.83 -4.88 0.99
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others -0.32%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option -6.06% 18.16% 0%

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