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 Nifty Next 50 Exchange Traded Fund
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, 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: 90/100 · Excellent
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)17.39%
- Expense ratio (20%)0.42%
- AUM (15%)₹7,547 Cr
Not investment advice — an analytical read of public fund data. Methodology →
UTI Mutual Fund · Equity · Large Cap
₹26.7
AUM: ₹7,546 Cr
NAV updated 5 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.42%
Exit Load
Nil
Fund Manager
Kaushik Basu, Sharwan Kumar Goyal
Inception
Jun 2018
Benchmark
NIFTY Next 50 Total Return Index
Sharpe Ratio
0.06
Std Dev (1Y)
17.12%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.93%
3m
-1.4%
6m
+12.98%
1y
+4.0%
3y
+17.39%
5y
+11.6%
10y
—
since inception
-13.27%
TopFund's Take on UTI Nifty Next 50 Exchange Traded Fund
UTI Nifty Next 50 Exchange Traded Fund ranks among the stronger performers in the Large Cap category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 90/100.
Cost: At 0.42%, the expense ratio is meaningfully cheaper — about 30% below the Large Cap category average of 0.6% (based on 453 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 0.06 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 17.12% 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 Nifty Next 50 Exchange Traded Fund
The current NAV (Net Asset Value) of UTI Nifty Next 50 Exchange Traded Fund is ₹26.7. NAV is updated every business day after market close by AMFI.
1Y: 4.0% · 3Y CAGR: 17.39% · 5Y CAGR: 11.6%
The expense ratio of UTI Nifty Next 50 Exchange Traded Fund is 0.42% per annum. This is the annual fee charged by the fund to manage your investment.
UTI Nifty Next 50 Exchange Traded Fund is managed by Kaushik Basu, Sharwan Kumar Goyal at UTI Mutual Fund.
UTI Nifty 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 Nifty 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 Nifty 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 Nifty Next 50 Exchange Traded Fund is ₹7,547 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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