UTI Nifty Next 50 Index Gr
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation22.8%
Sharpe Ratio-0.01
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Divi's Laboratories LtdServices4.84%
TVS Motor Co LtdConsumers3.95%
Hindustan Aeronautics Ltd Ordinary SharesCapital Goods3.63%
Tata Motors LtdConsumers3.61%
Adani Power LtdUtilities3.48%
Samvardhana Motherson International LtdConsumers2.95%
Torrent Pharmaceuticals LtdServices2.89%
Cholamandalam Investment and Finance Co LtdFinancial Services2.88%
Vedanta Aluminium Metal LtdCapital Goods2.87%
Cummins India LtdCapital Goods2.63%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.88%
Regulatory & Tax Information
INF789FC11T3
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)