Can I invest in SIP and Lumpsum in UTI-Nifty Next 50 ETF Direct Growth?

Yes, you can invest both lumpsum and SIP in UTI-Nifty Next 50 ETF. Minimum lumpsum investment UTI-Nifty Next 50 ETF is ₹5,000 and minimum SIP amount is 0% . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of UTI-Nifty Next 50 ETF Direct Growth?

The latest NAV (Net Asset Value) of UTI-Nifty Next 50 ETF is UTI-Nifty Next 50 ETF is ₹68.68 as on 2025-01-16.

Which are the biggest stock holdings of UTI-Nifty Next 50 ETF?

The 5 biggest stock holdings of UTI-Nifty Next 50 ETF are: Zomato Ltd (7.89%), Jio Financial (4.01%), Interglobe Aviat (3.66%), Varun Beverages (3.50%), Hind.Aeronautics (3.25%)

What are the top sectors UTI-Nifty Next 50 ETF invests in?

A majority of UTI-Nifty Next 50 ETF 's AUM worth ₹2,407.99 (Cr) is invested in these 3 top sectors: Finance : 12.14% Electrical Equipments : 7.05% Pharmaceuticals & Biotech : 6.94%

Mutual Funds
UTI-Nifty Next 50 ETF

UTI-Nifty Next 50 ETF

ETFs Fund

Invest Now

NAV
68.68(1.45%)
Fund Size (CR)
₹2,407.99
Expense Ratio
0.15
Scheme Type
Passive Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹0
Minimum SIP Investment
₹undefined
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
12.31%

Absolute Return: -14.52%

Annualized Return: 0%

Basic Details

Scheme Manager

Sharwan Kumar Goyal

Bench Mark

Nifty Next 50 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	8 January 2025	9583.94	-4.16%	-	-1.91%	200/234
1 Month	13 December 2024	8732.81	-12.67%	-	-5.40%	220/232
3 Month	15 October 2024	8407.72	-15.92%	-	-5.68%	215/228
6 Month	15 July 2024	8587.75	-14.12%	-	-2.94%	193/214
1 Year	15 January 2024	11656.11	16.56%	16.56%	12.62%	55/190
3 Year	14 January 2022	14905.82	49.06%	14.23%	11.99%	39/119
5 Year	15 January 2020	22735.76	127.36%	17.85%	14.65%	17/80
Since Inception	7 August 2017	23742.10	137.42%	12.31%	15.83%	132/234

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 February 2024	1,20,000	114655.93	-4.45%	-4.45%
3 Year	1 February 2022	3,60,000	486512.53	35.14%	10.56%
5 Year	3 February 2020	6,00,000	688033.03	14.67%	2.78%
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

5.19%

Standard Deviation

1.00%

Beta

0.73%

Sharpe Ratio

0.13%

Treynor's Ratio

-0.15%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Zomato Ltd	7.89%	6836025	190.08	Equity	E-Commerce/App based Aggregator
Jio Financial	4.01%	3235470	96.64	Equity	Finance
Interglobe Aviat	3.66%	193423	88.09	Equity	Air Transport Service
Varun Beverages	3.50%	1320805	84.33	Equity	FMCG
Hind.Aeronautics	3.25%	187277	78.25	Equity	Aerospace & Defence
Divi's Lab.	3.17%	125223	76.37	Equity	Pharmaceuticals
Vedanta	3.09%	1671597	74.29	Equity	Mining & Mineral products
Info Edg.(India)	2.78%	77129	66.93	Equity	E-Commerce/App based Aggregator
Tata Power Co.	2.71%	1664552	65.32	Equity	Power Generation & Distribution
Power Fin.Corpn.	2.67%	1433732	64.30	Equity	Finance

Peer Comparison

Scheme Name	Value Research	Asset Size (Cr)	1M	3M	6M	1Y	3Y

News

UTI Mutual Fund launches new quant fund
UTI Mutual Fund has launched the UTI Quant Fund, an open-ended equity scheme that employs quantitative investment strategies. The New Fund Offer (NFO) is open for subscription from January 2nd to January 16th, 2025.
The fund aims to achieve long-term capital appreciation by investing in equities and equity-related instruments through a quantitative investment approach. This strategy integrates fundamental research with a quantitative approach, utilizing market indicators to identify investment opportunities.
The fund's core is a factor allocation model that dynamically balances four key investment factors: momentum, quality, low volatility, and value. This model aims to generate alpha over the BSE 200 TRI benchmark while mitigating market volatility across different market cycles.
The model allows for adjustments in factor exposure based on market conditions, enhancing the fund's ability to navigate various market environments.
The fund seeks to deliver relatively better risk-adjusted returns by managing volatility through the dynamic factor allocation approach.
The fund will primarily invest in equities and equity-related instruments based on the quantitative investment theme, with a portion allocated to other equities, debt, money market instruments, and REITs/InvITs.
Powered by Capital Market - Live News

UTI Conservative Hybrid Fund announces Income Distribution cum capital withdrawal (IDCW)
UTI Mutual Fund has announced IDCW is 01 January 2025 as the record date for declaration of Income Distribution cum capital withdrawal (IDCW) under Regular Plan-Monthly IDCW Option and Direct Plan-Monthly IDCW Option of UTI Conservative Hybrid Fund. The quantum of IDCW will be Rs 0.0800 per unit or 0.80% on the face value of Rs 10 per unit.
Powered by Capital Market - Live News

UTI MF announces change in benchmark index under its schemes

UTI Mutual Fund has announced change in the benchmark of UTI Annual Interval Fund ' I with effect from November 29, 2024

Changes in Benchmark Index:

Scheme Name	Existing Tier I Benchmark as per PRC Matrix	Revised Tier I Benchmark as per PRC Matrix
UTI Annual Interval Fund ' I	CRISIL Low Duration Debt Index	CRISIL Low Duration Debt A-I Index
UTI Annual Interval Fund - II	CRISIL Low Duration Debt Index	CRISIL Low Duration Debt A-I Index
UTI Fixed Term Income Fund Series XXXVI - I (1574 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Short Duration Debt A-II Index

Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

18 July 2017

Total AUM (Cr)

₹2407.99

UTI-Nifty Next 50 ETF is an ETFs Fund-oriented fund from the renowned AMC, UTI Mutual Fund. Launched in 18 July 2017, this fund is managed by Sharwan Kumar Goyal. With assets under management (AUM) worth ₹2,407.99 (Cr), as of 16 January 2025, UTI-Nifty Next 50 ETF is categorized as a ETFs Fund within its segment. The fund has generated a return of 12.31% since its launch.
The current NAV of UTI-Nifty Next 50 ETF is ₹68.68, as on 16 January 2025. The fund's benchmark index is Nifty Next 50 TRI. You can invest in UTI-Nifty Next 50 ETF via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 14.23% and 17.85% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.86% in Equity, 0.08% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 12.14% in Finance, 7.05% in Electrical Equipments, 6.94% in Pharmaceuticals & Biotech, 6.59% in Power, 6.20% in Banks

FAQs

How to Invest in UTI-Nifty Next 50 ETF Direct Growth?

UTI-Nifty Next 50 ETF is a popular fund in the ETFs Fund segment. The fund has generated a return of 12.31% since inception. Looking to invest in UTI-Nifty Next 50 ETF How about earning 1% extra return? All this is possible with m.Stock! Investing in UTI-Nifty Next 50 ETF is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, UTI-Nifty Next 50 ETF
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in UTI-Nifty Next 50 ETF today and reap the benefits of this ETFs Fund fund!

How much returns has UTI-Nifty Next 50 ETF Direct Growth generated?

In the short term, i.e., 1 year, UTI-Nifty Next 50 ETF has generated annualised return of 16.56%. In the long-term, the fund has generated 14.23% and 17.85% in 3 and 5 years respectively. Since its inception, the fund has generated 12.31% returns.

What is the expense ratio of UTI-Nifty Next 50 ETF Direct Growth?

The expense ratio of UTI-Nifty Next 50 ETF Direct Growth is 0.15%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of UTI-Nifty Next 50 ETF Fund Direct Growth?

The Assets Under Management (AUM) of UTI-Nifty Next 50 ETF is ₹2,407.99 (Cr) as of 2025-01-16 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from UTI-Nifty Next 50 ETF Direct Growth?

Redeeming or selling units of UTI-Nifty Next 50 ETF is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from UTI-Nifty Next 50 ETF:

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case UTI-Nifty Next 50 ETF).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).