UTI Nifty Next 50 Index Fund Regular-Growth
Equity
Large Cap
₹-0.01% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Other Info
Fund Overview
- Rating
5 - Minimum Investment₹1000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹7199 Cr
- Created on4 June 2018
Fund Ranking
#10
/ 125 in Large Cap
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month7.3%
- 1 Year5.4%
- 3 Year (CAGR)17.2%
- All Time (CAGR)12.2%
Category Return
- 6 Month8.6%
- 1 Year1.5%
- 3 Year (CAGR)12.5%
- All Time (CAGR)15.5%
Asset Allocation
- Equity100.0%
Top 5 Holdings
Top 5 Sectors
- ABB India1.42%
- Bajaj Holdings & Invest.1.87%
- Bank of Baroda1.87%
- Bharat Petroleum Corporation2.41%
- Britannia Industries2.31%
Fund Information
- Expense Ratio0.90%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Managed By
Sharwan Kumar Goyal
July 2018 - Present
Ayush Jain
May 2022 - Present
Deepesh Agarwal
May 2022 - Present
Lokesh Kulthia
June 2026 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.54 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 20.46 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 5.68 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.27
Refer other scheme related information here: Scheme details, SAI, Portfolio Disclosures, Fact Sheet, Scheme Performance, Fund news, Commission Disclosure
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully.