UTI Nifty Next 50 Index
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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%
Maximum Drawdown-25.9% | Oct 2024
Sharpe Ratio-0.01
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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)