uti nifty index fund rolling returns
Direct. UTI Nifty Next 50 Index Fund Direct - Growth scheme return performance in last 1 year is -6.63%, in last 3 years is 56.62% and . Invest in UTI Nifty 50 Index Fund Online with Groww. Assistant Fund Manager. 2. Now we shall compare the factor indices. This scheme was launched on Invalid date and is currently managed by its fund manager Sharwan Kumar Goyal. the underlying index. Alongwith the Rolling Alpha, you must also look at Implied Investor Returns while assessing Sahi Funds. Uti Nifty 200 Momentum 30 Index Fund Direct Plan Growth Option currently has 559 crores of assets under management (AUM) and has an expense ratio of 0.39 which is lower than what most other Large Cap funds charge. The fund has doubled the money invested in it every 3 yrs. AuM No. The fund could potentially beat inflation in the long-run. Investment in securities covered by Nifty 50 Index. UTI Nifty Next 50 Index Fund - Reg - Growth. Returns. Snapshot Fund Facts Funds Overview Fund Performance Portfolio Quantitative Indicators Fund Manager Suppose 876 fund returns were compared with 876 benchmark returns, and the fund has beaten the benchmark 675 times. Calculate SIP Returns Upfront Investment Fund's lowest cost of operations relative to actively managedfundsis an addedadvantage. The fund returns are compared with category benchmark returns over every possible 1Y,2Y,3Y,4Y, and 5Y period. . The fund is managed by Sharwan Kumar Goyal, Ayush Jain. Portfolio would be managed on a conservative manner avoiding high exposure to high beta and volatile sectors and stocks.Around 60% of the AUM invested . Fund Managers. . Free from fund manager bias and best suited for a buy and hold approach. Get UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option, NAV Returns, CAGR, Yearly and Key Performance, Key Statistics, Peer Performance on MFOnline. 6. It is one of the largest index fund having competitive cost and tracking error. Higher the outperformance consistency, the better. this fund replicates and tracks the Nifty 50 Index in the same proportion as they exist in the Nifty 50 Index. CAGR of 12.81% Let's look at the calendar year returns. UTI Nifty 50 Index Fund UTI Nifty 50 Index Fund Plan : Regular | Direct Add to Portfolio Compare Assets 8,354 Cr Expense 0.3 % Turnover 0.11% Category Index Funds - N. Benchmark NIFTY 50 Underlying Asset Quality Large, Green Different Than Benchmark 8% Decision Maker Returns Performance Portfolio Portfolio Quality Fund Review Loading. Nifty Index Fund return = Nifty Total Returns index return - Fund expense ratio Close but not exactly true. Quite consistent. UTI Nifty 50 Index Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Five-year rolling returns of Nifty 100 Low Volatility 30 TRI vs Nifty 100 TRI. 12.35%. Check & compare nifty 50 index funds based on NAV, Rolling Returns & many more. Ayush Jain. UTI Nifty 50 ETF. It gives exposure to Next 50 companies after Nifty 50. Fund Manager. Investment Overview. UTI Nifty Next 50 Index Fund Direct - Growth returns of last 1-year are -4.07%. CAGR of 13.16% p.a. 10 Year Return(%) UTI Nifty 50 Index Fund - Regular Plan - Growth Option: 06-03-2000 -3.93 22.64 15.41 12.4 12.73 Motilal Oswal Nifty Bank Index - Regular Plan: 05-09-2019 1.88 27.99 Understand how Uti Nifty Index Fund Direct Growth stacks up against other funds from Large Cap in terms of Returns, Expense Ratio, ET Money Rank, and Asset Under Management. ManagingsinceMay2022 TotalWorkExp: 7 Years WithUTI AMC: 4 Years. Fund Rolling Returns vs Category Fund Rolling Returns vs Benchmark Fund Rolling Returns vs Sensex & Gold Benchmark Performances Top Ranking Mutual Funds Annual Return of Funds Debt Fund Analysis Asset Allocation. Best nifty index funds to invest in 2022. the chosen index. Exit Load: The given fund doesn't attract any Exit Load. NAV - Growth () (Regular) Benchmark. The scheme envisage to replicate the performance of Nifty 50 Index subject to tracking error. UTI Nifty 50 Index Fund - Growth. Returns: Its trailing returns over different time periods are: 4.76% (1yr), 19.38% (3yr) and 11.71% (since launch). Lagged in 2012, 2014 and 2017. It has an AUM of 1,975.28 Crores and the latest NAV decalared is 15.176 as on 17 Oct 2022 at 10:43 pm. UTI Nifty Index Fund is an open-ended index fund scheme replicating/tracking the Nifty 50 Index. Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the . Top 20 Hedge Funds by 3-Year Annualized Weighted Return. The NIFTY 50 is a diversified 50 stock index that represent key sectors of the economy. UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option Fund House: UTI Mutual Fund Status: Open Ended Schemes Minimum Investment: 5000.0 Minimum Topup: 1000.0 Total Assets: 2,039.69 Cr As on (31-08-2022) Turn over: 34% | Exit Load: Nil NAV as on 14-10-2022 15.079 -0.05 (-0.3641%) CAGR Since Inception 9.96% Nifty Next 50 TRI 20.73% PERFORMANCE Mutual funds rolling returns calculator for all the mutual funds in India - including Direct and Regular plans - data starting January 2005. . This fund has been launched on 2021-03-10. For example, you can use the Nifty 100 index for large-cap equity funds. UTI Nifty 50 Index Fund Direct-Growth returns of last 1-year are -2.22%. Blue line: Nifty 50 TRI index return minus UTI Nifty return (quarterly) Red line: Nifty 50 TRI index return minus SBI ETF Nifty Price -based return (quarterly) Rolling quarterly return differences of SBI ETF and UTI Nifty Index fund using ETF Price and index fund NAV All returns are quarterly (annualized via XIRR function). Look at 3-year rolling returns. Rolling Returns (15 Years) Investment . Fund Snapshot. brian reimer sound booster for laptop apple 12 pro vasa fitness near me critical role campaign 3 disney world softball . UTI Nifty Next 50 Index Fund Direct - Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Returns 1 Year 5 Year NAV - as of - Fund Facts Month End AuM Monthly Avg. Since launch, it has delivered 10.39% average annual returns. This helps you identify long-term & consistently performing Funds. UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Fund House: UTI Mutual Fund Status: Open Ended Schemes Minimum Investment: 5000.0 Minimum Topup: 1000.0 Total Assets: 2,039.69 Cr As on (31-08-2022) Turn over: 29% | Exit Load: Nil NAV as on 28-09-2022 15.0271 -0.09 (-0.6275%) CAGR Since Inception 9.98% Nifty Next 50 TRI 20.87% 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%) UTI Nifty Bank ETF: 5.37---29.27: Nifty Bank TRI: 5.55: 9.4: 10.62: 14.03: 18.88: ETFs This Fund's past returns (Lumpsum of 1L) U UTI Nifty Next 50 Index Fund Direct Growth Equity Direct Index Funds NAV: 15.5 as on 20-10-2022 Overview Distribution Top Holdings Peer Analysis Fund returns: 10.6% CAGR returns since inception If 10k Invested This fund 15.5K 10.6% Nifty Next 50 15.2K 10.3% 20-10-2022 15 462.3 15 245.86 1Y 3Y 3) The fund has an expense ratio 0.2 %. Toggle navigation. Fund Size: The UTI Nifty 50 Index Fund - Regular Plan currently holds Assets under Management worth of Rs 8353.64 crore as on Sep 30, 2022. The constituents of an index represents the largest companies across the sectors, whichare most liquid and lowercompanyspecific risk. Shriram Mutual Fund Sundaram Mutual Fund Tata Mutual . Latest NAV for UTI Nifty 50 Index Fund is at 119.33. 100. 8,529Crs. Click now to track the SIP returns, dividends, AUM, CAGR, expense ratio & other key metrics! 0.2 %. Home. 5-year rolling returns of Nifty Midcap 150 Quality 50 TRI vs Nifty 100 Low Volatility 30 TRI vs Nifty 200 Momentum 30 TRI vs Nifty (300) Low Volatility 50 TRI In terms of 5Y risk spreads the momentum index is the highest. Nifty 50 Index: Rs 100 grows to Rs 676. return ratios , strong track record of corporate governance and available at reasonable valuations. UTI Nifty Next 50 Index Fund - Latest NAV: 15.26, Performance & Returns UTI Nifty Next 50 Index Fund Growth 15.26 1.33 % (0.21) Investment Checklist Returns Fund's average annual rolling returns over the last three years is compared against the funds from the same category Other Funds in the same category are generating better returns After an impressive performance in the calendar years, you would expect this. Social. Get detailed performance analysis for UTI Nifty 50 Index Fund. P/B. 119.33 0.07 % (+0.08) Investment Checklist. Fund Snapshot. SIP amount to invest in this scheme is 500. Expense ratio: The expense ratio of the fund is 0.21% for Regular plan as on Sep 30, 2021. Also, the scheme does not opt for exposure in any other active sector or stock that is different from the index. Rolling Alpha helps analyse Fund Returns over Benchmark across cycles for period of 1Y, 3Y, 5Y and 7Y irrespective of start and end date. Rolling Alpha helps analyse Fund Returns over Benchmark across cycles for period of 1Y, 3Y, 5Y and 7Y irrespective of start and end date. UTI Nifty Next 50 Index Fund - Direct Plan - Goodreturns provides you latest and NAV history details along with NAV growth over various time frame for UTI Nifty Next 50 Index Fund - Direct Plan. UTI Nifty 50 Index Fund - Regular Plan Value Research Analyst's Choice Riskometer Very High Value Research Rating 3 Year 15.48% NAV-Growth 118.0552 0.07% As on 21-Oct-2022 Overview Return Premium Coverage Risk Portfolio Peer Comparison Fund News Other Returns The underlying data is unavailable. 3Y Return. There are other aspects too. UTI Nifty Index Fund is an open-ended mutual fund scheme. Key parameters 1) UTI Nifty 50 Index Fund-Growth Option- Direct has a NAV of 118.7062 as on 18-10-2022. UTI Nifty 50 Index Fund Growth 118.71 1.01 % (+1.19) Investment Checklist Returns Fund has been able to generate better returns compared to other funds in the same category Expense Ratio Less expense ratio implies better returns over the long term Return vs FD Rates Fund has been able to generate better price return than bank FD Red Flags --. UTI Nifty 50 Exchange Traded Fund (UTI Nifty 50 ETF) (An open-ended scheme replicating/tracking Nifty 50 index) This product is suitable for investors who are seeking*: Long term investment. UTI Nifty 50 Index Fund - Growth 5. UTI Nifty 50 Index Fund. You may consider to invest in UTI Bank ETF if you want to take exposure to banking sector at a low cost, transparent manner without worrying about stock selection biases How to Invest in UTI Bank Exchange Traded Fund Online? | Find, read and cite all the research. Performance Comparison: Rolling Returns. Since launch, it has delivered 12.56% average annual returns. UTI Nifty 50 Index Fund-Growth Option- Direct is an equity fund. 100. We have seen the reasons above. Compare all mutual funds in index funds/etfs,index fundsetfs category based on multiple parameters like Latest Returns, Annualised Returns, SIP Returns, Latest NAV, Historic performance, AuM . AUM. The diversified portfolio of 40-50 stocks with strict concentration limits to mid cap stocks. Nifty Next 50: Rs 766. MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENT CAREFULLY. (as on 21st October, 2022) The min. Next comes NMC150Q30 and then the low volatility indices. . PDF | A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds,. UTI Nifty 50 Index Fund Direct-Growth scheme return performance in last 1 year is -4.50%, in last 3 years is 53.30% and 217.36% since scheme launch. The S&P BSE Momentum index is at the top almost the entire time. Managing since Jul-18 Total Work Exp: 14 Years With UTI AMC: 14 Years. Fund Rolling Returns vs Category Fund Rolling Returns vs Benchmark Fund Rolling Returns vs Sensex & Gold Benchmark Performances Top Ranking Mutual Funds Annual Return of Funds Debt Fund Analysis Asset Allocation. Growth. CAGR of 14.07% p.a. 3 Yr Returns 14% - 16% Nifty Midcap 3 Yr Returns 24% - 26% Nifty Smallcap 3 Yr Returns 30% - 31% Global/US 3 Yr Returns 9% - 11% Others 3 Yr Returns 14% - 16% Index Funds These funds are based on an underlying index like Nifty, Nifty Midcap etc. Analyse how fund performed during various bull and bear cycles. Current NAV: The Current Net Asset Value of the UTI Nifty Next 50 Index Fund - Regular Plan as of Sep 16, 2022 is Rs 15.74 for Growth option of its Regular plan. UTI Nifty 50 Index Fund - Direct Plan Value Research Analyst's Choice Riskometer Very High Value Research Rating 3 Year 15.57% NAV-Growth 119.3263 0.07% As on 21-Oct-2022 Overview Return Premium Coverage Risk Portfolio Peer Comparison Fund News Other Returns UTI Nifty 50 Index Dir S&P BSE 100 TRI Equity: Large Cap Scheme Details AMC Information UTI Mutual Fund View AMC Details 2,32,206.69 Cr AUM 218 Schemes Address Know more about UTI Nifty 50 Index Fund-Growth Option- Direct UTI Nifty 50 Index Fund. ETF - Equity - An open ended scheme replicating / tracking Nifty 50 Index UTI Nifty 50 ETF Sep 2022 Inception Date. Ann. Nifty 200: Rs 644. Debt Funds vs Fixed Deposit; Liquid Funds vs Savings Bank; Debt Fund Maturity and YTM; Debt Fund Credit Quality; Quartile Ranking Research. Answer (1 of 4): Yes its totally safe to invest in nifty fund but before i answer your question lets little bit understand about the company UTI UTI Mutual Fund was carved out of the erstwhile Unit Trust of India (UTI) as a SEBI registered mutual fund from 1 February 2003. The principal investment objective of the scheme is to invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by "passive" investment. 2) UTI Nifty 50 Index Fund-Growth Option- Directhas 8354 Crworth of assets under management (AUM) as on31-08-2022and is more than category average. Compared to benchmark & category average, period returns indicate how Uti Nifty200 Momentum 30 Index Fund Direct Growth has consistently performed in comparison. For flex-cap funds, the Nifty 500 is a good comparison. SIP Return Calculator SIP Return of Funds SIP Returns AMC-wise Step Up SIP Returns Benchmark SIP Returns. Next comes NMC150Q30 and then the low volatility indices. Visit Now. Rolling Returns - UTI Nifty 50 Index Fund. Market Capitalisation (%) Large Cap. UTI Nifty 50 Index Fund Growth 117.52 0.74 % (+0.87) Investment Checklist Returns Fund has been able to generate better returns compared to other funds in the same category Expense Ratio Less expense ratio implies better returns over the long term Return vs FD Rates Fund has been able to generate better price return than bank FD Red Flags UTI Nifty Next 50 Index Fund is an open-ended index fund scheme replicating/tracking the Nifty Next 50 Index. Add to Watchlist. Invest Now Nifty 50 TRI 1M 3M 6M 1Y 2Y Max UTI Bank ETF gives the exposure to Nifty Bank Index which represents and tracks the performance of Banking sector in India. Sharwan Kumar Goyal. Search. The fund has doubled the money invested in it every 3 yrs. Fund's average annual rolling returns over the last three . 47.73. Dividend Yield. Hold on P/E Market Capitalisation (%) Large Cap. Rolling Returns. Compare Performance with Large Cap Funds as on Oct 22, 2022 Pick time period to see return 1m 3m 6m 1y 4. Alongwith the Rolling Alpha, you must also look at Implied Investor Returns while assessing Sahi Funds. Very impressive again. Expense Ratio (%) Exit Load. The Unit Trust of Ind. 1) UTI Nifty 50 Index Fund-Growth Option- Directhas a NAV of 118.8933as on 19-10-2022. Investment Overview. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved. 5-year rolling returns of Nifty Midcap 150 Quality 50 TRI vs Nifty 100 Low Volatility 30 TRI vs Nifty 200 Momentum 30 TRI vs Nifty (300) Low Volatility 50 TRI up to July 19th 2022. SIP Return Calculator SIP Return of Funds SIP Returns AMC-wise Step Up SIP Returns Benchmark SIP Returns. Account. Hedge Fund . UTI Nifty 50 ETF - Regular Plan: Snapshot enables you to decide, if it is a right Fund for you based on Underlying Asset Quality, Past Returns Performance (CAGR), Potential Upside NAV, Rolling Return, Expense Ratio, Cap-Quality Analysis, Cap-Valuation Analysis, FAQ. is a mutual fund scheme launched by UTI Asset Management Company Ltd.. This fund was started on 1 January, 2013. In both cases, the low volatility has typically outperformed the base index except over the last few months as noted earlier - Nifty 100 Low Volatility 30 vs Nifty 50: Return difference at an all-time low This underperformance is a first for the low volatility indices. 3-Year Performance. Periodic returns show absolute returns generated by the fund in any calendar period. Snapshot Fund Facts Funds Overview Fund Performance Portfolio However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved. Fund House : NAV : 118.0552 0.07%. 16.96. Therefore. Rolling Return vs Benchmark; Rolling Return vs Other Benchmark; Rolling Return vs Sensex & Gold ; Debt Funds vs Fixed Deposit; . Fund UTI Nifty50 Index (I) NAV (Sep 23rd, 2022) 58.63 : Class: Equity - Index Fund: Type: Open Ended: Inception Date: Feb 14th, 2000: Fund Manager : Rolling Returns of 3 months have been calculated over a rolling freqency of 3 months over the last three years Rolling Returns with daily frequency of UTI Transportation and Logistics Fund - Growth at different time frames as mentioned abo ve. Category : Index Funds/ETFs. UTI Nifty 50 Index Fund Growth 118.89 0.16 % (+0.19) Investment Checklist Returns Fund has been able to generate better returns compared to other funds in the same category Expense Ratio Less expense ratio implies better returns over the long term Return vs FD Rates Fund has been able to generate better price return than bank FD Red Flags As of the beginning of Q3 2022 , next update in days. UTI Nifty Next 50 Index Fund invests in equity instruments comprised in Nifty Next 50 index with the aim of providing capital growth in tune with index returns. 1.74. Rolling Returns(in %) UTI Transportation and Logistics Fund - Growth Nifty Transportation & Logistics TRI. The S&P Momentum index has beaten Nifty Midcap 150 TRI in 8 out of 11 years. The tracking error comes not only from the expense ratio and can be much higher than the expense ratio. Sort This helps you identify long-term & consistently performing Funds. Compare Historic Returns, SIP Returns and Quarterly Returns with . UTI Nifty 50 Index Fund Regular Plan Growth - Get latest NAV, SIP Returns & Rankings, Ratings, Fund Performance, Portfolio, Expense Ratio, Holding Analysis, and Peers. Mutual Fund Quartile Ranking; Mutual Fund . It's called Rolling Alpha. These stocks are also the most liquid securities and together account for over two-thirds of the free-float market cap of traded . It is one of the large scheme having competitive cost/TER and tracking error. Among the 4 indices, Nifty Momentum Index has topped in 11 out of 16 years (including incomplete years in 2005 and 2020). Investment Objective of UTI Nifty 50 Index Fund-Reg(G) : The principal investment objective of the scheme is to invest in stocks of companies comprising Nifty 50 Index and endeavor to achieve return equivalent to Nifty 50 Index by "passive" investment. of Folio Accounts Minimum Investment Amount Total Expense Ratio Benchmark Index Special Facitilities 1 Year Daily Rolling TE (Regular Plan) 0.04% 1 Year Daily Rolling TE (Direct Plan) 0.04% Tracking Difference as on 30 Sep 2022 Exit Load In terms of 5Y risk spreads, the momentum index is the highest. The consistency score will be 675/876 ~ 77%. . Uti Nifty 200 Momentum 30 Index Fund Direct Plan Growth Option. This index tracks the performance of the 50 large bluechip companies traded in the NSE based on free-float market capitalisation. Regular. Rolling Return vs Category; Rolling Return vs Benchmark; Rolling Return vs Other Benchmark; Rolling Return vs Sensex & Gold ; Debt Fund Research.
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