UTI Nifty Next 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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)

₹7,547 Cr

Lock In Period

N/A

Expense Ratio

0.88

Exit Load

Nil

Benchmark

Nifty Next 50 Total Return

UTI Nifty Next 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.37-2.236.86
6M2.340.7137.91
1Y-0.602.4046.15
3Y14.6611.72214.30

Portfolio Analysis

  • Equity: 507827.87%
  • Debt: 193.45%
  • Others
As on: 2026-08-31
View allocation % by

1. DIVIS LABORATORIES LTD.35763.49%
2. TORRENT PHARMACEUTICALS LTD.22089.48%

1. ADANI POWER LTD.24421.41%
2. TATA POWER COMPANY LTD.17203.96%
3. ADANI GREEN ENERGY LTD12107.21%

1. BANK OF BARODA13158.06%
2. CANARA BANK12677.74%
3. PUNJAB NATIONAL BANK11694.16%
4. UNION BANK OF INDIA10834.42%

1. TVS MOTOR COMPANY LTD30313.87%

1. TATA MOTORS LTD29246.93%

1. CUMMINS INDIA LTD.20498.21%

1. ABB INDIA LTD.11915.37%
2. SIEMENS ENERGY INDIA LIMITED8490.33%

1. INDIAN HOTELS COMPANY LTD.19261.15%

1. AVENUE SUPERMARTS LTD.18681.08%

1. BRITANNIA INDUSTRIES LTD.18382.56%

1. SHREE CEMENT LTD.9223.16%
2. AMBUJA CEMENTS LTD.7434.24%

1. VARUN BEVERAGES LTD16275.30%

1. PIDILITE INDUSTRIES LTD.15545.17%

1. INDIAN OIL CORPORATION LTD.15451.96%

1. SOLAR INDUSTRIES INDIA LTD.14560.00%

1. POWER FINANCE CORPORATION LTD.14555.92%

1. VEDANTA LTD14023.19%

1. DLF LTD.13177.69%

1. UNITED SPIRITS LTD.13083.41%

1. BOSCH LTD.12892.00%

1. GODREJ CONSUMER PRODUCTS LTD10766.95%

1. SIEMENS INDIA LTD.10589.35%

1. MUTHOOT FINANCE LTD.9493.41%

1. HINDUSTAN ZINC LTD.8511.91%

1. TATA CAPITAL LTD5504.78%
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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 ₹7,547 Crore. The fund benchmarks its performance against the Nifty Next 50 Total Return while maintaining an expense ratio of 0.88. 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 NameRatingsAUMExpense Ratio
DSP Nifty Next 50 Index Fund Growth01,406 CR1.02
Kotak Nifty Next 50 Index Fund Growth01,294 CR0.65
UTI Nifty Next 50 Index Fund Growth07,546 CR0.88
Aditya Birla Sun Life Silver ETF Growth02,993 CR0.35
HDFC Silver ETF Growth08,312 CR0.58
Fund Name1Y3Y
This FundDSP Nifty Next 50 Index Fund Growth1.193654.6636
This FundKotak Nifty Next 50 Index Fund Growth1.332754.7095
This FundUTI Nifty Next 50 Index Fund Growth1.237554.717
This FundAditya Birla Sun Life Silver ETF Growth46.3244218.3015
This FundHDFC Silver ETF Growth45.5656218.4652

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 0.88. 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 : -7.37%
  • 6 Months : 2.34%
  • 1 Year : -0.60%
  • 3 Years : 14.66%
Returns of UTI Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 24.1171 as on Oct 08,2026. Since inception, the return has been 50.73%.

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 ₹7,547 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.
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