FAQ : UTI S&P BSE Sensex Next 50 Exchange Traded Fund

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

  • 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 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

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