UTI BSE Sensex Next 50 ETF Growth Return

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This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

UTI BSE Sensex Next 50 ETF Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹34 Cr

Lock In Period

N/A

Expense Ratio

0.38

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(%)
1M2.50-1.268.59
6M4.790.5634.72
1Y6.882.8699.18
3Y19.0210.36216.22

Portfolio Analysis

  • Equity: 99.77%
  • Debt: 0.23%
  • Others
As on: 2026-07-31
View allocation % by

1. FEDERAL BANK LTD.3.07%
2. INDUSIND BANK2.30%
3. AU SMALL FINANCE BANK LTD2.04%
4. IDFC FIRST BANK LTD1.95%
5. YES BANK LTD.1.39%

1. DIVIS LABORATORIES LTD.3.56%
2. LUPIN LTD.2.03%

1. PERSISTENT SYSTEMS LTD.2.09%
2. COFORGE LTD2.08%
3. LTM Limited1.39%

1. ADANI POWER LTD.2.97%
2. TATA POWER COMPANY LTD.2.19%

1. TATA MOTORS LTD3.18%
2. ASHOK LEYLAND LTD1.62%

1. BANK OF BARODA1.57%
2. CANARA BANK1.45%
3. PUNJAB NATIONAL BANK1.35%

1. PB FINTECH LTD2.08%
2. ONE 97 COMMUNICATIONS LTD1.96%

1. BHARAT PETROLEUM CORPN LTD.2.16%
2. INDIAN OIL CORPORATION LTD.1.78%

1. POWER FINANCE CORPORATION LTD.2.14%
2. REC LTD1.60%

1. ADANI ENTERPRISES LTD.3.51%

1. DIXON TECHNOLOGIES (INDIA) LTD2.02%
2. HAVELLS INDIA LTD.1.10%

1. CHOLAMANDALAM INVESTMENT & FIN2.79%

1. CUMMINS INDIA LTD.2.60%

1. HERO MOTOCORP LTD.2.39%

1. SAMVARDHANA MOTHERSON INTL LTD2.32%

1. INDIAN HOTELS COMPANY LTD.2.26%

1. AVENUE SUPERMARTS LTD.2.22%

1. BRITANNIA INDUSTRIES LTD.2.21%

1. VARUN BEVERAGES LTD2.08%

1. HDFC LIFE INSURANCE COMPANY LI2.05%

1. CG POWER & IND SOLUTIONS LTD2.03%

1. SUZLON ENERGY LTD.2.01%

1. HDFC ASSET MANAGEMENT COMPANY1.83%

1. INDUS TOWERS LIMITED1.75%

1. PIDILITE INDUSTRIES LTD.1.71%

1. GAIL ( INDIA )LTD.1.70%

1. BAJAJ HOLDINGS & INVESTMENT LT1.66%

1. INFO-EDGE (INDIA) LTD.1.63%

1. MARICO LTD1.61%

1. UNITED SPIRITS LTD.1.53%

1. DLF LTD.1.47%

1. GODREJ CONSUMER PRODUCTS LTD1.44%

1. ICICI LOMBARD GENERAL INSURANC1.38%

1. SRF LTD.1.32%

1. SHREE CEMENT LTD.1.20%
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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 ₹34 Crore. The fund benchmarks its performance against the BSE Sensex Next 50 Total Return while maintaining an expense ratio of 0.38. 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
Navi Nifty Next 50 Index Fund Growth01,313 CR1.15
SBI BSE Sensex Next 50 ETF Growth025 CR0.26
UTI BSE Sensex Next 50 ETF Growth034 CR0.38
Aditya Birla Sun Life Silver ETF Growth02,756 CR0.35
HDFC Silver ETF Growth07,472 CR0.5
Fund Name1Y3Y
This FundNavi Nifty Next 50 Index Fund Growth8.544568.1894
This FundSBI BSE Sensex Next 50 ETF Growth6.859268.4156
This FundUTI BSE Sensex Next 50 ETF Growth6.884468.5885
This FundAditya Birla Sun Life Silver ETF Growth98.6643214.8621
This FundHDFC Silver ETF Growth97.7671216.2209

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 0.38. 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 : 2.50%
  • 6 Months : 4.79%
  • 1 Year : 6.88%
  • 3 Years : 19.02%
Returns of UTI BSE Sensex Next 50 ETF Growth are updated daily based on NAV of ₹ 96.0383 as on Aug 19,2026. Since inception, the return has been 68.59%.

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 ₹34 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.