UTI BSE Sensex Next 50 ETF Growth Return

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This Fund:
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Showing Funds Performance since Sep 07, 2020

UTI BSE Sensex Next 50 ETF Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

33 Cr

Lock In Period

N/A

Expense Ratio

0.31

Exit Load

Nil

Benchmark

BSE Sensex Next 50 Total Return

UTI BSE Sensex Next 50 ETF Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.18-0.7818.94
6M4.160.7128.06
1Y6.073.0791.53
3Y17.929.90189.04

Portfolio Analysis

  • Equity: 99.81%
  • Debt: 0.20%
  • Others
As on: 2026-06-30
View allocation % by

1. FEDERAL BANK LTD.2.92%
2. INDUSIND BANK2.17%
3. AU SMALL FINANCE BANK LTD2.09%
4. IDFC FIRST BANK LTD1.89%
5. YES BANK LTD.1.53%

1. ADANI POWER LTD.3.25%
2. TATA POWER COMPANY LTD.2.30%

1. DIVIS LABORATORIES LTD.3.01%
2. LUPIN LTD.2.10%

1. TATA MOTORS LTD3.19%
2. ASHOK LEYLAND LTD1.60%

1. COFORGE LTD1.84%
2. PERSISTENT SYSTEMS LTD.1.69%
3. LTM Limited1.17%

1. BANK OF BARODA1.82%
2. CANARA BANK1.51%
3. PUNJAB NATIONAL BANK1.32%

1. BHARAT PETROLEUM CORPN LTD.2.13%
2. INDIAN OIL CORPORATION LTD.1.84%

1. PB FINTECH LTD2.19%
2. ONE 97 COMMUNICATIONS LTD1.73%

1. POWER FINANCE CORPORATION LTD.2.21%
2. REC LTD1.62%

1. ADANI ENTERPRISES LTD.3.10%

1. DIXON TECHNOLOGIES (INDIA) LTD1.77%
2. HAVELLS INDIA LTD.1.04%

1. CHOLAMANDALAM INVESTMENT & FIN2.79%

1. CUMMINS INDIA LTD.2.76%

1. AVENUE SUPERMARTS LTD.2.56%

1. SUZLON ENERGY LTD.2.55%

1. VARUN BEVERAGES LTD2.46%

1. SAMVARDHANA MOTHERSON INTL LTD2.36%

1. CG POWER & IND SOLUTIONS LTD2.31%

1. INDIAN HOTELS COMPANY LTD.2.26%

1. HDFC LIFE INSURANCE COMPANY LI2.23%

1. HERO MOTOCORP LTD.2.20%

1. BRITANNIA INDUSTRIES LTD.2.18%

1. HDFC ASSET MANAGEMENT COMPANY1.92%

1. INDUS TOWERS LIMITED1.82%

1. PIDILITE INDUSTRIES LTD.1.74%

1. GAIL ( INDIA )LTD.1.68%

1. BAJAJ HOLDINGS & INVESTMENT LT1.61%

1. MARICO LTD1.60%

1. ICICI LOMBARD GENERAL INSURANC1.52%

1. DLF LTD.1.43%

1. SRF LTD.1.43%

1. UNITED SPIRITS LTD.1.41%

1. GODREJ CONSUMER PRODUCTS LTD1.41%

1. INFO-EDGE (INDIA) LTD.1.34%

1. SHREE CEMENT LTD.1.21%

About Fund UTI BSE Sensex Next 50 ETF Growth

UTI BSE Sensex Next 50 ETF Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹33 Crore. The fund benchmarks its performance against the BSE Sensex Next 50 Total Return while maintaining an expense ratio of 0.31. Under the expert guidance of Sharwan Kumar Goyal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sharwan Kumar Goyal

Mr. Sharwan Kumar Goyal holds B.Com, CFA and MMS. He began his career with UTI in June 2006 and has 12 years of overall experience in Risk / portfolio management. Presently he is working as Fund Manager for Overseas Investment.

Peer Comparison

Fund Name1Y3Y
This FundHDFC Nifty Next 50 ETF Growth8.583363.66
This FundSBI BSE Sensex Next 50 ETF Growth6.047963.779
This FundUTI BSE Sensex Next 50 ETF Growth6.073763.9573
This FundKotak Silver ETF Growth89.9636188.3822
This FundICICI Prudential Silver ETF Growth90.2304189.0406

UTI BSE Sensex Next 50 ETF Growth FAQs

UTI BSE Sensex Next 50 ETF Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI BSE Sensex Next 50 ETF Growth is 0.31. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI BSE Sensex Next 50 ETF Growth’s fund performance is as follows:
  • 1 Month : 2.18%
  • 6 Months : 4.16%
  • 1 Year : 6.07%
  • 3 Years : 17.92%
Returns of UTI BSE Sensex Next 50 ETF Growth are updated daily based on NAV of ₹ 95.368 as on Jul 31,2026. Since inception, the return has been 63.96%.

You can invest in UTI BSE Sensex Next 50 ETF Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI BSE Sensex Next 50 ETF Growth is ₹33 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI BSE Sensex Next 50 ETF Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.