UTI Nifty Next 50 Index Fund Direct Growth is an equity fund. This fund was started on 28 June, 2018. The fund is managed by Sharwan Kumar Goyal. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.35% |
Benchmark | IISL Nifty Next 50 TR INR |
AUM | ₹3529 Cr |
Inception Date | 28 June, 2018 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 0% |
Lock In | No Lock-in |
TurnOver | 45.51% |
Size breakup
UTI Nifty Next 50 Index Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 7.23% | 7.23% |
6 Month Returns | 49.37% | 49.37% |
1 Year Returns | 65.38% | 65.38% |
3 Years Returns | 88.51% | 23.53% |
5 Years Returns | 135.91% | 18.73% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
UTI Nifty Next 50 Index Fund Direct Growth | -0.34 | -0.4 | -0.36 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
UTI Nifty Next 50 Index Fund Direct Growth | 1 | 1 | 1 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
UTI Nifty Next 50 Index Fund Direct Growth | 3.1 | 0.94 | 0.66 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
UTI Nifty Next 50 Index Fund Direct Growth | 13.73 | 16.88 | 19.31 |