info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

UTI Mutual Fund

UTI - BSE Sensex Next 50 Exchange Traded Fund

★★★★ monitor_heart Health Score: 64/100 · Average

UTI Mutual Fund · Other · Other ETFs

₹92.94

+0.37 (+0.39%) trending_up

AUM: ₹189 Cr

NAV updated 20 days ago

Plan

Option

Risk

High

Expense Ratio

0.2%

Exit Load

Nil

Fund Manager

Sharwan Kumar Goyal

Inception

Jan 2022

Benchmark

BSE Sensex Total Return Index

Sharpe Ratio

0.03

Std Dev (1Y)

16.41%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+4.15%

3m

+12.69%

6m

-0.38%

1y

+3.21%

3y

+18.21%

5y

+15.93%

10y

since inception

-15.94%

rate_review TopFund's Take on UTI - BSE Sensex Next 50 Exchange Traded Fund

UTI - BSE Sensex Next 50 Exchange Traded Fund sits in the middle of the pack for Other ETFs funds, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 64/100.

Cost: At 0.2%, the expense ratio is meaningfully cheaper — about 43% below the Other ETFs category average of 0.35% (based on 279 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.03 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.41% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Other fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

pie_chart Asset Allocation

Equity 99.91%
Net Current Assets 0.06%

info Fund Snapshot

Scheme Code 146388
ISIN INF789F1AUU3
NAV Date 24 Jul 2026
AUM ₹189 Cr
Status Active

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Frequently Asked Questions about UTI - BSE Sensex Next 50 Exchange Traded Fund

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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