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UTI Nifty Next 50 Exchange Traded Fund
★★★★★ monitor_heart Health Score: 90/100 · ExcellentUTI Mutual Fund · Equity · Large Cap
₹77.41
AUM: ₹7,002 Cr
NAV updated 2 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.44%
Exit Load
Nil
Fund Manager
Kaushik Basu, Sharwan Kumar Goyal
Inception
Jun 2018
Benchmark
NIFTY Next 50 Total Return Index
Sharpe Ratio
—
Std Dev (1Y)
—
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.25%
3m
+2.16%
6m
+8.82%
1y
+5.82%
3y
+18.08%
5y
+13.36%
10y
—
since inception
-13.99%
rate_review 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 0.44%, the expense ratio is meaningfully cheaper — about 43% below the Large Cap category average of 0.77% (based on 244 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.
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.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates 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 ₹77.41. NAV is updated every business day after market close by AMFI.
1Y: 5.82% · 3Y CAGR: 18.08% · 5Y CAGR: 13.36%
The expense ratio is 0.44% per annum — the annual fee deducted from your investment to cover fund management costs.
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 a High risk fund. Suitable for investors with a 3+ year horizon.
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.
The Assets Under Management (AUM) of UTI Nifty Next 50 Exchange Traded Fund is ₹7,002 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.