Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹30 Cr
Lock In Period
N/A
Expense Ratio
0.22
Benchmark
BSE Sensex Next 50 Total Return
Exit Load
Nil
Summary
Latest details for UTI BSE Sensex Next 50 ETF Growth include a ₹88.1479 NAV as of Mar 04,2026 and returns since inception of 87.22%. Minimum investments start at SIP ₹0. The UTI BSE Sensex Next 50 ETF Growth AUM is ₹30 Cr, with a lock-in of N/A years, expense ratio of 0.22%, and benchmark BSE Sensex Next 50 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.34% returns, against a category average of -0.21% and a category best of 15.61%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.34 | -0.21 | 15.61 |
| 6M | 1.46 | 2.13 | 135.39 |
| 1Y | 20.03 | 6.24 | 204.17 |
| 3Y | 23.25 | 14.07 | 342.09 |
Portfolio Analysis
- Equity: 99.92%
- Debt: 0.07%
- Others
As on: 2026-01-31
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About Fund
UTI BSE Sensex Next 50 ETF Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹30 Crore. The fund benchmarks its performance against the BSE Sensex Next 50 Total Return while maintaining an expense ratio of 0.22. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundEdelweiss Nifty Midcap150 Momentum 50 Index Fund Growth | 0 | 1380.7 CR | 1.11 |
| This FundSBI BSE Sensex Next 50 ETF Growth | 0 | 23.72 CR | 0.12 |
| This FundUTI BSE Sensex Next 50 ETF Growth | 0 | 29.64 CR | 0.22 |
| This FundICICI Prudential Silver ETF Growth | 0 | 22162.19 CR | 0.4 |
| This FundAxis Silver ETF Growth | 0 | 2604.53 CR | 0.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundEdelweiss Nifty Midcap150 Momentum 50 Index Fund Growth | 18.3286 | 86.2341 |
| This FundSBI BSE Sensex Next 50 ETF Growth | 19.9866 | 86.936 |
| This FundUTI BSE Sensex Next 50 ETF Growth | 20.0304 | 87.2246 |
| This FundICICI Prudential Silver ETF Growth | 204.1658 | 339.3771 |
| This FundAxis Silver ETF Growth | 202.6372 | 342.0938 |
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 0.22. 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 : 0.34%
- 6 Months : 1.46%
- 1 Year : 20.03%
- 3 Years : 23.25%
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 ₹30 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.
Min Inv Amount: ₹500