Compare Tata Nifty Next 50 Index Fund vs UTI Nifty Next 50 Index Fund
Tata Nifty Next 50 Index Fund
EquityLarge Cap
UTI Nifty Next 50 Index Fund
EquityLarge Cap
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.13
0.91
NAV
₹9.85
₹24.03
Fund Started
12 Sep 2025
08 Jun 2018
Fund Size
₹120.43 Cr
₹7294.63 Cr
Exit Load
Exit load of 0.25%, if redeemed within 15 days.
-
1 Year
-3.24%
-2.81%
3 Year
-
14.82%
5 Year
-
9.78%
Equity
100.59%
100.05%
Cash
-0.59%
-0.05%
Top 10 Holdings
Name | Assets |
|---|---|
Divi's Laboratories Ltd. | 4.87% |
TVS Motor Company Ltd. | 3.97% |
Hindustan Aeronautics Ltd. | 3.65% |
Tata Motors Ltd. | 3.63% |
Adani Power Ltd. | 3.50% |
Samvardhana Motherson International Ltd. | 2.97% |
Torrent Pharmaceuticals Ltd. | 2.91% |
Cholamandalam Investment and Finance Company Ltd. | 2.89% |
Vedanta Aluminium Metal Ltd. | 2.88% |
Cummins India Ltd. | 2.65% |
Name | Assets |
|---|---|
Divi's Laboratories Ltd. | 4.84% |
TVS Motor Company Ltd. | 3.95% |
Hindustan Aeronautics Ltd. | 3.63% |
Tata Motors Ltd. | 3.61% |
Adani Power Ltd. | 3.48% |
Samvardhana Motherson International Ltd. | 2.95% |
Torrent Pharmaceuticals Ltd. | 2.89% |
Cholamandalam Investment and Finance Company Ltd. | 2.88% |
Vedanta Aluminium Metal Ltd. | 2.87% |
Cummins India Ltd. | 2.63% |
Name
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-
Start Date
-
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Description
The scheme seeks to passive investment in equity and equity related securities replicating the composition of the Nifty Next 50 Index, subject to tracking errors.
The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
Launch Date
12 Sep 2025
08 Jun 2018
