UTI Nifty Next 50 Index Fund

Equity - Index

UTI Nifty Next 50 Index Fund is an open-ended index fund scheme replicating/tracking the Nifty Next 50 Index. It gives exposure to Next 50 companies after Nifty 50. It is one of the large scheme having competitive cost/TER and tracking error.

Snapshot

Fund Type
Inception
Risk Metric
Returns
1 Year
3 Year
5 Year
NAV

Fund Facts

Month End AuM
Monthly Avg. AuM
No. of Folio Accounts
Minimum Investment Amount
Total Expense Ratio
Benchmark Index
Special Facitilities
1 Year Daily Rolling TE (Regular Plan) 0.04%
1 Year Daily Rolling TE (Direct Plan) 0.04%
Tracking Difference
Period Tracking Difference
1 Year 1.25%
3 Year 1.23%
5 Year 1.05%
10 Year 1.05%
Since Inception* 1.07%
Exit Load
Tracking Error
Period Tracking Error
1 Year 1.25%
3 Year 1.23%
5 Year 1.05%
10 Year 1.05%
Since Inception* 1.07%

Fund Performance

Period Fund Performance Vs Benchmark (CAGR) Growth for Rs 10,000 /-
NAV (%) NAV (Rs)

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

Portfolio

Fund Benchmark Net
Current Asset Allocation
Top 10 Holdings
View All
Name Weight(%)
Overweight (Top 5)
Underweight (Top 5)

Quantitative Indicators

Quantitative Indicators Fund Benchmark

Fund Managers

Frequently asked questions

    What are Nifty next 50 index fund?

    Index Funds are mutual fund schemes which envisage to replicate/track the performance of any underlying index. Nifty Next 50 Index Fund are mutual fund schemes which replicate/track Nifty Next 50 Index. This index gives exposure to next 50 large cap stocks after Nifty 50. UTI Nifty Next 50 Index Fund is one such options for investors considering investment in Nifty Next 50 Index.

    Why should I invest in UTI Nifty next 50 index fund?

    Investors looking for a large cap scheme with potential to give mid cap like returns may consider UTI Nifty Next 50 Index Fund. This scheme invests in next 50 large cap stocks after Nifty 50. Historically, it has been observed that many companies have become part of this index, grown here and then became part of Nifty 50 index. Generally, stocks in their earlier phase of growth are considered to be more volatile as compared to stocks which are part of Nifty 50. Thus, this index is relatively more volatile than Nifty 50 and thus may also has potential to give more returns than Nifty 50 or mid cap like returns.
    Size i.e. Asset Under Management, Cost i.e. Total Expense Ratio and Performance i.e. Tracking Error are three critical parameters while selecting an Index Fund. UTI Nifty Next 50 Index Fund is one of the large index fund scheme having competitive cost and low tracking error amoung index schemes tracking Nifty Next 50 Index Fund.

    How to Invest in UTI Nifty next 50 index?

    Investing in UTI Nifty Next 50 Index Fund is very simple. Investors can simple log on to utimf.com or use UTI Buddy Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centers (UFCs). Alternatively, you may also approach mutual fund distributors, financial advisors or various online platform for investments.

    What are the advantages of investing in a nifty next 50 index fund?

    Investors looking for a large cap scheme with potential to give mid cap like returns may consider UTI Nifty Next 50 Index Fund. This scheme invests in next 50 large cap stocks after Nifty 50. Historically, it has been observed that many companies have become part of this index, grown here and then became part of Nifty 50 index. Generally, stocks in their earlier phase of growth are considered to be more volatile as compared to stocks which are part of Nifty 50. Thus, this index is relatively more volatile than Nifty 50 and thus may also has potential to give more returns than Nifty 50 or mid cap like returns.
    Size i.e. Asset Under Management, Cost i.e. Total Expense Ratio and Performance i.e. Tracking Error are three critical parameters while selecting an Index Fund. UTI Nifty Next 50 Index Fund is one of the large index fund scheme having competitive cost and low tracking error amoung index schemes tracking Nifty Next 50 Index Fund.

    Is UTI Nifty Next 50 index fund good for long term investment?

    Nifty Next50 index comprises 50 stocks out of the top 100 companies based on market capitalisation, which are not a part of NSE Nifty50. The companies forming part of the Nifty Next50 index are large cap companies, which generally have a proven track record of financial and operational performance and exhibit strong fundamentals. Due to their sheer size and strong fundamentals, large cap companies are often better prepared to withstand economic shocks and adverse events. As such, the Nifty Next50 index can be considered for financial goals with a long term investment horizon.

    What is the difference between Nifty 50 and Nifty Next 50?

    NSE Nifty50 and NSE Nifty Next50 are the benchmark indices managed by NSE Indices Limited. NSE Nifty50 is the primary market index along with S&P BSE Sensex, which represents 50 companies selected from the top 100 companies as per their market capitalization based on the free-float market capitalization and their market liquidity. In contrast, the Nifty Next50 index reflects the balance 50 companies amongst the top 100 companies which are not a part of the NSE Nifty50. As such, both the indices cover only large cap companies.