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(%) | 61.18 | 21.88 | 17.41 | N/A |
Average Rolling Returns(%) | 12.51 | 14.26 | 10.50 | N/A |
The Current NAV of UTI- Nifty Next 50 Exchange Traded Fund is ₹67.44.
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 NEXT 50 - TRI returns, as Funds portfolio is significantly different.
UTI- Nifty Next 50 Exchange Traded Fund fund’s expense ratio is 0.15%
The process for redemption is
The AUM of UTI- Nifty Next 50 Exchange Traded Fund is currently ₹1,885 Crores.
The Top three stocks are Trent, Bharat Electronics and Tata Power and account for 12% 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, Capital Goods and Construction & Infrastructure accounting for 51% 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 59.77 and PB ratio is 10.13
The asset allocation of UTI- Nifty Next 50 Exchange Traded Fund is Stocks : 99.93%, Debt : 0.06% 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