UTI Nifty Next 50 Index Fund Regular - Growth
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Equity, Large Cap, Principal at very high risk
1 Year Return 13.03% at 16 Feb 2026 03:53 PM
Fund Details
NAV 24.4836
Sub-Type Large Cap
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 7.64
Fund Size(in Crores) 6009.73
Fund Performance
1 Month 0.43%
3 Month -1.57%
6 Month 3.18%
1 Year 13.03%
3 Year 21.6%
5 Year 14.68%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.99%) Market Cap Mid Cap 22.94 Small Cap 0.04 Large Cap 77.01 Top Sectors Financial 17.43 Energy 15.22 Capital Goods 12.68 Consumer Staples 9.72 Automobile 8.84 Metals & Mining 8.17 Services 7.15 Healthcare 6.2 Chemicals 3.41 Construction 3.01 Materials 2.97 Insurance 2.75 Technology 2.45 Top Holding Bajaj Holdings & Invest. 2.06 Siemens Energy India 0.97 Godrej Consumer 2.05 Samvardhana Motherson 2.21 JSW Energy 1.09 Siemens 1.21 Avenue Supermarts 2.4 LTIMindtree 2.45 Pidilite Industries 1.96 Life Insurance 0.81 Divi's Laboratories 3.39 Cholamandalam Investment and Finance Company 3.05 Tata Power Company 2.71 REC 2.01 Adani Energy Solutions 1.37 ABB India 1.29 Power Fin. Corp. 2.44 Indian Oil Corporation 2.69 Torrent Pharmaceuticals 1.83 Indian Railway Finance Corporation 0.95 United Spirits 1.78 Britannia Industries 3.05 Punjab National Bank 1.91 Solar Industries India 1.45 CG Power 1.77 Adani Power 2.36 Hyundai Motor 1.38 DLF 1.8 The Indian Hotels Company 2.61 Havells India 1.43 Adani Green Energy 1.15 Vedanta 5.1 Hindustan Aero 3.87 Bharat Petroleum Corporation 3.12 Info Edge (India) 2.14 Lodha Developers 1.21 ICICI Lombard Gen. Insurance 1.94 TVS Motor Company - Pref. Shares 0.04 Canara Bank 2.19 Jindal Steel 1.87 Bajaj Housing Finance 0.38 Mazagon Dock Shipbuilders 0.86 Varun Beverages 2.85 Shree Cement 1.59 TVS Motor Company 3.81 Ambuja Cements 1.37 Bank of Baroda 2.45 Zydus Lifesciences 0.98 Bosch 1.4 Hindustan Zinc 1.2 GAIL (India) 1.99
Debt & Others (0.01%) Sector Allocation Net Current Assets 0.01 Debt Credit Ratings Debt Category Others 0.01
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -1.22% Ret 1Y 11.89% Ret 3Y 15.56% Ret 5Y 13.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -1.22% Ret 1Y 11.89% Ret 3Y 15.56% Ret 5Y 13.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -1.22% Ret 1Y 11.89% Ret 3Y 15.56% Ret 5Y 13.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M 0.02% Ret 1Y 15.05% Ret 3Y 18.13% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M 0.02% Ret 1Y 15.05% Ret 3Y 18.13% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M 0.02% Ret 1Y 15.05% Ret 3Y 18.13% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -0.95% Ret 1Y 11.29% Ret 3Y 13.47% Ret 5Y 11.57%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -0.95% Ret 1Y 11.29% Ret 3Y 13.47% Ret 5Y 11.57%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -0.95% Ret 1Y 11.29% Ret 3Y 13.47% Ret 5Y 11.57%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M 0.42% Ret 1Y 12.78% Ret 3Y 21.14% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M 0.42% Ret 1Y 12.78% Ret 3Y 21.14% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.8%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Deepesh Agarwal
Education Mr. Agarwal is B.Com, C.A and CFA.
Experience Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.
Sharwan Kumar Goyal
Education Mr.Goyal is B.Com, CFA and MMS.
Experience He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Ayush Jain
Education Mr. Jain is B.Com, C.A and CFA (level 1).
Experience Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 42
Date of Incorporation 2018-06-28
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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