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UTI - BSE Sensex Next 50 Exchange Traded Fund
★★★★★ monitor_heart Health Score: 64/100 · AverageUTI Mutual Fund · Other · Other ETFs
₹92.94
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
info Fund Snapshot
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Frequently Asked Questions about UTI - BSE Sensex Next 50 Exchange Traded Fund
The current NAV (Net Asset Value) of UTI - BSE Sensex Next 50 Exchange Traded Fund is ₹92.94. NAV is updated every business day after market close by AMFI.
1Y: 3.21% · 3Y CAGR: 18.21% · 5Y CAGR: 15.93%
The expense ratio is 0.2% per annum — the annual fee deducted from your investment to cover fund management costs.
UTI - BSE Sensex Next 50 Exchange Traded Fund is managed by Sharwan Kumar Goyal at UTI Mutual Fund.
UTI - BSE Sensex Next 50 Exchange Traded Fund is a High risk fund. Suitable for investors with a 3+ year horizon.
UTI - BSE Sensex Next 50 Exchange Traded Fund is a Other ETFs fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of UTI - BSE Sensex Next 50 Exchange Traded Fund is ₹189 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.