UTI Nifty Next 50 Index Fund Direct Growth

UTI Nifty Next 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
+18.24%
3Y annualised
+0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹25.45
Min. SIP amount
₹500
Fund size
₹6,069.51 Cr
Expense ratio
0.35%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹62,595
+4.32%
3 years₹1,80,000₹2,20,109
+22.28%
5 years₹3,00,000₹4,29,930
+43.31%

Holdings (51)

NameSectorInstrumentsAssets
Vedanta Ltd.Metals & MiningEquity4.43%
TVS Motor Company Ltd.AutomobileEquity3.77%
Hindustan Aeronautics Ltd.Capital GoodsEquity3.60%
Divi's Laboratories Ltd.HealthcareEquity3.51%
Bharat Petroleum Corporation Ltd.EnergyEquity3.22%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity3.11%
Britannia Industries Ltd.Consumer StaplesEquity3.07%
Varun Beverages Ltd.Consumer StaplesEquity2.90%
The Indian Hotels Company Ltd.ServicesEquity2.80%
Tata Power Company Ltd.EnergyEquity2.75%
Indian Oil Corporation Ltd.EnergyEquity2.69%
Adani Power Ltd.EnergyEquity2.44%
LTIMindtree Ltd.TechnologyEquity2.43%
Avenue Supermarts Ltd.ServicesEquity2.41%
Bank Of BarodaFinancialEquity2.37%
Samvardhana Motherson International Ltd.AutomobileEquity2.30%
Canara BankFinancialEquity2.26%
Info Edge (India) Ltd.ServicesEquity2.24%
Power Finance Corporation Ltd.FinancialEquity2.24%
Godrej Consumer Products Ltd.Consumer StaplesEquity2.12%
Bajaj Holdings & Investment Ltd.FinancialEquity2.12%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity2.05%
GAIL (India) Ltd.EnergyEquity2.01%
Pidilite Industries Ltd.ChemicalsEquity1.99%
REC Ltd.FinancialEquity1.93%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.92%
DLF Ltd.ConstructionEquity1.90%
United Spirits Ltd.Consumer StaplesEquity1.84%
Punjab National BankFinancialEquity1.84%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.74%
Jindal Steel Ltd.Metals & MiningEquity1.70%
Havells India Ltd.Capital GoodsEquity1.55%
Adani Energy Solutions Ltd.EnergyEquity1.54%
Shree Cement Ltd.ConstructionEquity1.54%
Ambuja Cements Ltd.ConstructionEquity1.47%
Hyundai Motor India Ltd.AutomobileEquity1.42%
Bosch Ltd.AutomobileEquity1.35%
Adani Green Energy Ltd.Capital GoodsEquity1.34%
Lodha Developers Ltd.ConstructionEquity1.29%
Solar Industries India Ltd.ChemicalsEquity1.29%
ABB India Ltd.Capital GoodsEquity1.17%
Siemens Ltd.Capital GoodsEquity1.17%
Hindustan Zinc Ltd.Metals & MiningEquity1.15%
JSW Energy Ltd.Capital GoodsEquity1.12%
Zydus Lifesciences Ltd.HealthcareEquity0.99%
Siemens Energy India Ltd.EnergyEquity0.98%
Indian Railway Finance Corporation Ltd.FinancialEquity0.96%
Life Insurance Corporation of IndiaInsuranceEquity0.82%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity0.82%
Bajaj Housing Finance Ltd.FinancialEquity0.38%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.04%
See All

Minimum investments

Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+7.3%+18.2%+15.8%+13.2%
Category average (Equity Large Cap)+7.1%+15.1%+15.0%--
Rank (Equity Large Cap)801111--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

About UTI Nifty Next 50 Index Fund Direct Growth

UTI Nifty Next 50 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Sharwan Kumar Goyal is the Current Fund Manager of UTI Nifty Next 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,94,217 Cr and the Latest NAV as of 16 Jan 2026 is ₹25.45. The UTI Nifty Next 50 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. ;

Investment Objective

The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
Fund benchmarkNIFTY Next 50 Total Return Index

Fund house

Rank (total assets)#8 in India
Total AUM₹3,94,217.41 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mailNA
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
CustodianNA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,