UTI Nifty Next 50 Exchange Traded Fund

ETF - Equity

UTI Nifty Next 50 Exchange Traded Fund or UTI Nifty Next 50 ETF is an open-ended ETF scheme replicating/tracking the Nifty Next 50 Index. The scheme consists of next 50 Large Cap companies after companies in the Nifty 50 Index which together form a part of Nifty 100 Index. Thus, it effectively provides a blend of large cap and mid cap segment both in terms of portfolio and performance.

Snapshot

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

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) NA
1 Year Daily Rolling TE (Direct Plan) NA
Tracking Difference
Period Tracking Difference
1 Year NA
3 Year NA
5 Year NA
10 Year NA
Since Inception* NA
Exit Load
Tracking Error
Period Tracking Error
1 Year NA
3 Year NA
5 Year NA
10 Year NA
Since Inception* NA

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 is UTI Nifty Next 50 Exchange Traded Fund?

    UTI Nifty Next 50 ETF is an open ended scheme replicating / tracking Nifty Next 50 Index. It is an exchange traded fund, i.e. units of UTI Nifty Next 50 ETF are tradable on the NSE and BSE. It is predominantly large cap scheme with a potential to generate mid cap like returns. Historically, many stocks have first become part of Nifty Next 50 Index, grown here and then became part of Nifty 50 Index. Generally these stocks are more volatile in nature than stocks in Nifty 50 Index and thus has potential to generate mid cap like returns.

    What is the investment objective of UTI Nifty Next 50 Exchange Traded Fund?

    This is covered above "What is UTI Nifty Next 50 Exchange Traded Fund?" and may be removed

    Who can invest in UTI Nifty Next 50 Exchange Traded Fund?

    Investors looking to take exposure to Nifty Next 50 Index and want to capture intra day movement of Nifty Next 50 Index may consider UTI Nifty Next 50 ETF. Long term investors also looking for low cost and transparent product to take exposure to predominantly large cap with mid cap like volatility and returns may consider UTI Nifty Next 50 ETF

    What is the taxation on UTI Nifty Next 50 Exchange Traded Fund?

    Form taxation point, UTI Nifty Next 50 ETF is like any other equity oriented mutual fund scheme. Thus, taxation applicable to equity mutual fund schemes will be applicable to UTI Nifty Next 50 ETF.

    What are the benefits of investing in a Nifty Next 50 Exchange Traded Fund?

    ETFs are low cost, transparent and are tradable on the exchanges. ETFs helps in taking advantages of intra day market movements. Nifty Next 50 is predominantly large cap index with a potential to give mid cap like returns. Many of the stocks first become part of Nifty Next 50 index, grows here and then become part of Nifty 50 Index. During initial period such companies are relatively more volatile and may give more returns as compared to Nifty 50 Index. UTI Nifty Next 50 ETF may be beneficial for investors looking for capturing intra day movement of Nifty Next 50 Index at a low cost and in transparent manner