UTI Nifty Next 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
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Showing Funds Performance since Sep 07, 2020

UTI Nifty Next 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

6,561 Cr

Lock In Period

N/A

Expense Ratio

0.84

Exit Load

Nil

Benchmark

Nifty Next 50 Total Return

Summary

UTI Nifty Next 50 Index Fund Growth NAV is ₹24.7562 as of 23 May, 2026. UTI Nifty Next 50 Index Fund Growth has delivered 71.12% returns since its launch. The minimum SIP investment amount in UTI Nifty Next 50 Index Fund Growth is ₹500. The AUM of UTI Nifty Next 50 Index Fund Growth is ₹6,561 Cr. The expense ratio of the fund is 0.84%, and its benchmark is Nifty Next 50 Total Return. The current exit load of the fund is Nil. In the last 1M months, UTI Nifty Next 50 Index Fund Growth has delivered -1.40% returns.

UTI Nifty Next 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.40-0.8714.65
6M-0.260.9771.60
1Y5.104.52175.17
3Y19.6112.90261.09

Portfolio Analysis

  • Equity: 100.04%
  • Debt: -0.04%
  • Others
As on: 2026-04-30
View allocation % by

1. ADANI POWER LTD.3.72%
2. TATA POWER COMPANY LTD.3.02%
3. ADANI GREEN ENERGY LTD1.67%

1. BANK OF BARODA1.98%
2. CANARA BANK1.84%
3. PUNJAB NATIONAL BANK1.53%
4. UNION BANK OF INDIA1.30%

1. DIVIS LABORATORIES LTD.3.35%
2. TORRENT PHARMACEUTICALS LTD.1.77%
3. ZYDUS LIFESCIENCES LTD0.90%

1. POWER FINANCE CORPORATION LTD.2.65%
2. REC LTD1.79%
3. INDIAN RAILWAYS FIN CORPN LTD0.85%

1. CG POWER & IND SOLUTIONS LTD2.26%
2. ABB INDIA LTD.1.54%
3. SIEMENS ENERGY INDIA LIMITED1.18%

1. BHARAT PETROLEUM CORPN LTD.2.47%
2. INDIAN OIL CORPORATION LTD.2.16%

1. CHOLAMANDALAM INVESTMENT & FIN2.71%
2. MUTHOOT FINANCE LTD.1.49%

1. TATA MOTORS LTD3.47%

1. HINDUSTAN AERONAUTICS LTD3.34%

1. TVS MOTOR COMPANY LTD3.33%

1. CUMMINS INDIA LTD.2.88%

1. VARUN BEVERAGES LTD2.85%

1. AVENUE SUPERMARTS LTD.2.74%

1. BRITANNIA INDUSTRIES LTD.2.74%

1. DLF LTD.1.53%
2. LODHA DEVELOPERSLIMITED1.03%

1. SHREE CEMENT LTD.1.31%
2. AMBUJA CEMENTS LTD.1.10%

1. INDIAN HOTELS COMPANY LTD.2.26%

1. HDFC ASSET MANAGEMENT COMPANY2.24%

1. SAMVARDHANA MOTHERSON INTL LTD2.18%

1. ADANI ENERGY SOLUTIONS LTD1.89%

1. VEDANTA LTD1.87%

1. JINDAL STEEL LIMITED1.84%

1. BAJAJ HOLDINGS & INVESTMENT LT1.80%

1. GAIL ( INDIA )LTD.1.79%

1. GODREJ CONSUMER PRODUCTS LTD1.74%

1. PIDILITE INDUSTRIES LTD.1.73%

1. MALCO ENERGY LTD.0.83%
2. TALWANDI SABO POWER LTD.0.83%

1. LTM Limited1.61%

1. UNITED SPIRITS LTD.1.59%

1. SOLAR INDUSTRIES INDIA LTD.1.53%

1. SIEMENS INDIA LTD.1.36%

1. BOSCH LTD.1.27%

1. HYUNDAI MOTOR INDIA LTD1.05%

1. HINDUSTAN ZINC LTD.1.05%

About Fund UTI Nifty Next 50 Index Fund Growth

UTI Nifty Next 50 Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹6,561 Crore. The fund benchmarks its performance against the Nifty Next 50 Total Return while maintaining an expense ratio of 0.84. 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 FundSBI Nifty Next 50 Index Fund Growth5.102670.9659
This FundKotak Nifty Next 50 Index Fund Growth5.173471.0204
This FundUTI Nifty Next 50 Index Fund Growth5.098571.1225
This FundICICI Prudential Silver ETF Growth175.1713260.2297
This FundHDFC Silver ETF Growth173.4745261.0935

UTI Nifty Next 50 Index Fund Growth FAQs

UTI Nifty Next 50 Index Fund 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 Nifty Next 50 Index Fund Growth is 0.84. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Nifty Next 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : -1.40%
  • 6 Months : -0.26%
  • 1 Year : 5.10%
  • 3 Years : 19.61%
Returns of UTI Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 24.7562 as on May 21,2026. Since inception, the return has been 71.12%.

You can invest in UTI Nifty Next 50 Index Fund 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 Nifty Next 50 Index Fund Growth is ₹6,561 crore. It changes based on market performance, inflows, and outflows.

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