UTI Nifty Next 50 Index Fund Regular - Growth
UTI Nifty Next 50 Index Fund Regular - Growth: Mutual Fund Overview
UTI Nifty Next 50 Index Fund Regular - Growth is an Large Cap mutual fund with over 7.71 years of performance history. The scheme manages an AUM of ₹6245.96 Cr and has a NAV of ₹23.6399. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 12.16%.
Equity, Large Cap, Principal at very high risk
1 Year Return 12.16% at 13 Mar 2026 02:37 PM
Fund Details
NAV 23.6399
Sub-Type Large Cap
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 7.71
Fund Size(in Crores) 6245.96
Fund Performance
1 Month -4.94%
3 Month -3.07%
6 Month -2.69%
1 Year 12.16%
3 Year 20.24%
5 Year 13.77%
Know This Fund
As on 13 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.91%) Market Cap Mid Cap 21.69 Small Cap 0.04 Large Cap 78.18 Top Sectors Financial 35.07 Energy 31.82 Capital Goods 25.23 Consumer Staples 19.11 Automobile 18.35 Metals & Mining 16.72 Services 13.35 Healthcare 12.88 Chemicals 6.81 Construction 5.72 Materials 5.62 Insurance 5.58 Technology 3.56 Top Holding Bajaj Holdings & Invest. 2.01 Siemens Energy India 1.11 Samvardhana Motherson 2.55 Godrej Consumer 2.11 JSW Energy 1.12 Siemens 1.3 Avenue Supermarts 2.44 LTIMindtree 1.78 Life Insurance 0.81 Divi's Laboratories 3.5 Pidilite Industries 1.99 Cholamandalam Investment and Finance Company 3.15 Tata Power Company 2.73 Adani Energy Solutions 1.51 REC 1.88 Power Fin. Corp. 2.59 ABB India 1.37 Indian Oil Corporation 3.01 Torrent Pharmaceuticals 1.95 Indian Railway Finance Corporation 0.8 Britannia Industries 3.04 United Spirits 1.75 Solar Industries India 1.41 Punjab National Bank 1.92 CG Power 2.14 DLF 1.66 Hyundai Motor 1.33 The Indian Hotels Company 2.52 Adani Power 2.38 Havells India 1.51 Adani Green Energy 1.25 Vedanta 5.24 Hindustan Aero 3.19 Bharat Petroleum Corporation 3.21 Info Edge (India) 1.72 Lodha Developers 1.19 ICICI Lombard Gen. Insurance 1.98 TVS Motor Company - Pref. Shares 0.04 Canara Bank 2.28 Jindal Steel 2 Mazagon Dock Shipbuilders 0.73 Bajaj Housing Finance 0.35 Varun Beverages 2.66 Shree Cement 1.5 TVS Motor Company 3.91 Ambuja Cements 1.31 Bank of Baroda 2.57 Zydus Lifesciences 0.99 Bosch 1.36 GAIL (India) 1.97 Hindustan Zinc 1.13
Debt & Others (0.09%) Sector Allocation Net Current Assets 0.09 Debt Credit Ratings Debt Category Others 0.09
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -8.72% Ret 1Y 5.67% Ret 3Y 13.3% Ret 5Y 11.34%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -8.72% Ret 1Y 5.67% Ret 3Y 13.3% Ret 5Y 11.34%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -8.72% Ret 1Y 5.67% Ret 3Y 13.3% Ret 5Y 11.34%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -7.24% Ret 1Y 11.28% Ret 3Y 16.29% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -7.24% Ret 1Y 11.28% Ret 3Y 16.29% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -7.24% Ret 1Y 11.28% Ret 3Y 16.29% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -8.4% Ret 1Y 5.88% Ret 3Y 11.4% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -8.4% Ret 1Y 5.88% Ret 3Y 11.4% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -8.4% Ret 1Y 5.88% Ret 3Y 11.4% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -4.9% Ret 1Y 11.98% Ret 3Y 19.81% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -4.9% Ret 1Y 11.98% Ret 3Y 19.81% 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
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..
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.
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) 24
Date of Incorporation 2018-06-28
Total AUM 396376.12
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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