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 Nifty Next 50 Exchange Traded Fund

★★★★ monitor_heart Health Score: 90/100 · Excellent

UTI Mutual Fund · Equity · Large Cap

₹77.41

+50.76 (+190.48%) trending_up

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

Equity 99.87%
Net Current Assets 0.10%

Frequently Asked Questions about UTI Nifty 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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