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Overview

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The UTI Nifty Next 50 ETF, managed by UTI Asset Management Company, aims to replicate the Nifty Next 50 TRI's returns, operating as a passive equity scheme with a clear investment objective.

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The fund employs a passive investment strategy, closely tracking the Nifty Next 50 TRI benchmark, ensuring minimal tracking error of 0.09%, which is indicative of its efficient replication approach.

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Top holdings include Hindustan Aeronautics Ltd and Divis Laboratories Ltd, with the fund's sector allocation heavily skewed towards Financial Services at 20%, highlighting potential concentration risks.

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Performance metrics reveal a 1Y return of +5.1% and a robust 3Y CAGR of 17.6%, suggesting consistent growth despite market fluctuations, supported by a low tracking error.

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With an AUM of ₹2120.1 Cr and an expense ratio of just 0.15%, the fund is positioned for cost-efficient management, enhancing investor access to the Nifty Next 50 index.

AMC

UTI Asset Management Company Limited

Manager

Mr. Sharwan Kumar Goyal

Benchmark

Nifty Next 50 TRI

Fund Size

2,120

Expense Ratio (%)

0.15%

Tracking Error (%)

0.09%

PE

Beta

Moderate Risk

Volatility

0.18

Dividend Yield (%)

52W Low

59.89

52W High

81.85

Standard Deviation

1.120

Risk Level

Technicals

Bullish

RSI

67.34

EMA 50

73.94

EMA 200

71.53

Technicals

Oscillators

BearishNeutralBullish

Neutral

Bearish

2

Neutral

8

Bullish

4

Overall

BearishNeutralBullish

Bullish

Bearish

14

Neutral

8

Bullish

24

Moving Averages

BearishNeutralBullish

Bullish

Bearish

12

Neutral

0

Bullish

20

Overall

BearishNeutralBullish

Bullish

Bearish

14

Neutral

8

Bullish

24

Holdings(Top 10 Holdings)

CompanyWeightage (%)
Hindustan Aeronautics Ltd3.80%
Divis Laboratories Ltd3.67%
Vedanta Ltd3.59%
TVS Motor Company Ltd3.56%
Cholamandalam Investment And Finance Company Ltd3.06%
Bharat Petroleum Corporation Ltd2.96%
Britannia Industries Ltd2.95%
The Tata Power Company Ltd2.91%
Indian Hotels Company Ltd2.79%
Varun Beverages Ltd2.72%

Allocation

Industry
Asset
Industry
No ConstituentsNo Constituents

No data found

Peers

No ConstituentsNo Constituents