UTI S&P BSE Sensex Next 50 Exchange Traded Fund

Open-ended Equity Scheme

UTI S&P BSE Sensex Next 50 Exchange Traded Fund or UTI S&P BSE Sensex Next 50 ETF is an open-ended ETF scheme replicating/tracking the S&P BSE Sensex Next 50 Index. The scheme consists of next 50 smaller Large Cap companies after companies in the S&P BSE Sensex Index.

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) 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 is UTI S&P BSE Sensex Next 50 ETF?

    UTI S&P BSE Sensex Next 50 ETF is an open ended scheme replicating / tracking S&P BSE Sensex Next 50 Index. It is an exchange traded fund, i.e. units of UTI S&P BSE Sensex Next 50 ETF are tradable on the NSE and BSE. It is predominantly large cap scheme. Historically, many stocks have first become part of S&P BSE Sensex Next 50 Index, grown here and then became part of S&P BSE Sensex Index. Generally these stocks are more volatile in nature than stocks in S&P BSE Sensex Index.

    Why to invest in UTI S&P BSE Sensex next 50 ETF?

    UTI S&P BSE Sensex Next 50 ETF envisages to track the behaviour of portfolio of the S&P BSE Sensex Next 50 Index. The Portfolio is less volatile as compared to Mid & Small Cap Indices. As UTI S&P BSE Sensex Next 50 ETF is traded on the NSE and BSE, it gives the opportunity to capture intra day movements of S&P BSE Sensex Next 50 Index. It helps in taking exposure to S&P BSE Sensex Next 50 in cash segment of equity market without worrying about taking exposure through derivative (FNO) segment.

    How to Invest in UTI etf Sensex next 50?

    Investing in UTI S&P BSE Sensex Next 50 ETF is very simple. Investors may approach the stock brokers where they are holding their trading account and buy or sell units of UTI S&P BSE Sensex Next 50 ETFs similar to the way they buy or sell any NSE or BSE listed securities.

    Tax Implication on UTI S&P BSE Sensex Next 50 ETF

    Form taxation point, UTI S&P BSE Sensex 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 S&P BSE Sensex Next 50 ETF.

    What are the benefits of investing in UTI etf Sensex next 50?

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