UTI S&P 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(%) | 52.26 | 21.56 | N/A | N/A |
Average Rolling Returns(%) | 21.56 | 21.14 | N/A | N/A |
The Current NAV of UTI S&P BSE Sensex Next 50 Exchange Traded Fund is ₹74.94.
It is better to invest in a fund with a longer track record as UTI S&P BSE Sensex Next 50 Exchange Traded Fund cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark S&P BSE Sensex Next 50 - TRI returns, as Funds portfolio is significantly different.
UTI S&P BSE Sensex Next 50 Exchange Traded Fund fund’s expense ratio is 0.20%
The process for redemption is
The AUM of UTI S&P BSE Sensex Next 50 Exchange Traded Fund is currently ₹12 Crores.
The Top three stocks are Zomato, Trent and Shriram Finance and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 32% of fund’s portfolio respectively.
Top three sectors of UTI S&P BSE Sensex Next 50 Exchange Traded Fund fund are BFSI, FMCG and Retail accounting for 46% 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 S&P BSE Sensex Next 50 Exchange Traded Fund Fund is ETFs - Index.
Sharwan Kumar Goyal and Ayush Jain manage the UTI S&P BSE Sensex Next 50 Exchange Traded Fund Fund.
UTI S&P BSE Sensex Next 50 Exchange Traded Fund current PE ratio is 61.01 and PB ratio is 9.81
The asset allocation of UTI S&P BSE Sensex Next 50 Exchange Traded Fund is Stocks : 99.95%, Debt : 0.03% and Gold : 0%
The minimum SIP amount for UTI S&P BSE Sensex Next 50 Exchange Traded Fund is N/A and minimum lumpsum is ₹5000.00
The exit load for UTI S&P BSE Sensex Next 50 Exchange Traded Fund is N/A