UTI BSE Sensex Next 50 Exchange Traded Fund has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 9.34 | 17.54 | 15.27 | N/A |
| Average Rolling Returns(%) | 22.22 | 21.56 | 21.80 | N/A |
The Current NAV of UTI BSE Sensex Next 50 Exchange Traded Fund is ₹89.49.
You can consider SIP in UTI BSE Sensex Next 50 Exchange Traded Fund as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
UTI BSE Sensex Next 50 Exchange Traded Fund fund’s expense ratio is 0.20%
The process for redemption is
The AUM of UTI BSE Sensex Next 50 Exchange Traded Fund is currently ₹34 Crores.
The Top three stocks are Divis Laboratories, Tata Motors and Adani Enterprises and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 29% of fund’s portfolio respectively.
Top three sectors of UTI BSE Sensex Next 50 Exchange Traded Fund fund are BFSI, Auto and IT accounting for 54% 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 BSE Sensex Next 50 Exchange Traded Fund Fund is ETFs - Index.
Sharwan Kumar Goyal and Ayush Jain manage the UTI BSE Sensex Next 50 Exchange Traded Fund Fund.
UTI BSE Sensex Next 50 Exchange Traded Fund current PE ratio is 43.89 and PB ratio is 6.89
The asset allocation of UTI BSE Sensex Next 50 Exchange Traded Fund is Stocks : 99.89%, Debt : 0.12% and Gold : 0%
The minimum SIP amount for UTI BSE Sensex Next 50 Exchange Traded Fund is N/A and minimum lumpsum is ₹5000.00
The exit load for UTI BSE Sensex Next 50 Exchange Traded Fund is N/A
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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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