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 - BSE Sensex Next 50 Exchange Traded Fund
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 1/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 47/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)6.36%
- Expense ratio (20%)0.22%
- AUM (15%)₹198 Cr
Not investment advice — an analytical read of public fund data. Methodology →
UTI Mutual Fund · Equity · Large Cap
₹13.86
AUM: ₹198 Cr
NAV updated 26 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.22%
Exit Load
Nil
Fund Manager
Sharwan Kumar Goyal
Inception
Jan 2022
Benchmark
BSE Sensex Total Return Index
Sharpe Ratio
0.07
Std Dev (1Y)
16.18%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.84%
3m
+3.15%
6m
-3.9%
1y
-3.65%
3y
+6.36%
5y
+14.71%
10y
—
since inception
-15.51%
TopFund's Take on UTI - BSE Sensex Next 50 Exchange Traded Fund
UTI - BSE Sensex Next 50 Exchange Traded Fund lags behind most of its peers in the Large Cap category, 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 47/100.
Cost: At 0.22%, the expense ratio is meaningfully cheaper — about 63% below the Large Cap category average of 0.6% (based on 452 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 0.07 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.18% is fairly typical for Large Cap funds.
Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. 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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
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 ₹13.86. NAV is updated every business day after market close by AMFI.
1Y: -3.65% · 3Y CAGR: 6.36% · 5Y CAGR: 14.71%
The expense ratio of UTI - BSE Sensex Next 50 Exchange Traded Fund is 0.22% per annum. This is the annual fee charged by the fund to manage your investment.
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 classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, UTI - BSE Sensex Next 50 Exchange Traded Fund is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in UTI - BSE Sensex Next 50 Exchange Traded Fund with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of UTI - BSE Sensex Next 50 Exchange Traded Fund is ₹198 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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