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FAQ : UTI Nifty Next 50 Exchange Traded Fund

UTI Nifty Next 50 Exchange Traded Fund has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 17.7 12.87 N/A
Average Rolling Returns(%) 16.00 16.27 16.16 N/A

The Current NAV of UTI Nifty Next 50 Exchange Traded Fund is ₹72.76.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

UTI Nifty Next 50 Exchange Traded Fund fund’s expense ratio is 0.05%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of UTI Nifty Next 50 Exchange Traded Fund is currently ₹2,007 Crores.

The Top three stocks are Vedanta, Tata Motors and TVS Motor and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 34% of fund’s portfolio respectively.

Top three sectors of UTI Nifty Next 50 Exchange Traded Fund fund are BFSI, Auto and Construction & Infrastructure accounting for 50% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a ETFs - Index it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of UTI Nifty Next 50 Exchange Traded Fund Fund is ETFs - Index.

Sharwan Kumar Goyal and Ayush Jain manage the UTI Nifty Next 50 Exchange Traded Fund Fund.

UTI Nifty Next 50 Exchange Traded Fund current PE ratio is 35.49 and PB ratio is 7.15

The asset allocation of UTI Nifty Next 50 Exchange Traded Fund is Stocks : 99.85%, Debt : 0.13% and Gold : 0%

The minimum SIP amount for UTI Nifty Next 50 Exchange Traded Fund is N/A and minimum lumpsum is ₹5000.00

The exit load for UTI Nifty Next 50 Exchange Traded Fund is N/A

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