Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
UTI Nifty Next 50 Index Fund Direct Growth
+18.42%
3Y annualised
+1.41% 1D
NAV: 10 Jun '26
₹25.63
Min. for SIP
₹500
Fund size (AUM)
₹6,818.26 Cr
Expense ratio
0.40%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,653 | +2.18% | |
| 1 year | ₹60,000 | ₹61,408 | +2.35% | |
| 3 years | ₹1,80,000 | ₹2,06,887 | +14.94% | |
| 5 years | ₹3,00,000 | ₹4,13,805 | +37.94% |
Holdings (55)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Adani Power Ltd | Energy & Utilities | Equity | 3.72% |
| Tata Motors Ltd | Industrials | Equity | 3.47% |
| Divi's Laboratories Ltd | Healthcare | Equity | 3.35% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 3.34% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 3.33% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 3.02% |
| Cummins India Ltd | Industrials | Equity | 2.88% |
| Varun Beverages Ltd | Consumer Staples | Equity | 2.85% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 2.74% |
| Britannia Industries Ltd | Consumer Staples | Equity | 2.74% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 2.71% |
| Power Finance Corporation Ltd | Financial | Equity | 2.65% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 2.47% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 2.26% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 2.26% |
| HDFC Asset Management Company Ltd | Financial | Equity | 2.24% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 2.18% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 2.16% |
| Bank Of Baroda | Financial | Equity | 1.98% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 1.89% |
| Vedanta Ltd | Materials | Equity | 1.87% |
| Canara Bank | Financial | Equity | 1.84% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.84% |
| Bajaj Holdings & Investment Ltd | Financial | Equity | 1.80% |
| REC Ltd | Financial | Equity | 1.79% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 1.79% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.77% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 1.74% |
| Pidilite Industries Ltd | Materials | Equity | 1.73% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 1.67% |
| LTIMindtree Ltd | Technology | Equity | 1.61% |
| United Spirits Ltd | Consumer Staples | Equity | 1.59% |
| ABB India Ltd | Industrials | Equity | 1.54% |
| Punjab National Bank | Financial | Equity | 1.53% |
| DLF Ltd | Real Estate | Equity | 1.53% |
| Solar Industries India Ltd | Materials | Equity | 1.53% |
| Muthoot Finance Ltd | Financial | Equity | 1.49% |
| Siemens Ltd | Diversified | Equity | 1.36% |
| Shree Cement Ltd | Materials | Equity | 1.31% |
| Union Bank of India | Financial | Equity | 1.30% |
| Bosch Ltd | Consumer Discretionary | Equity | 1.27% |
| Siemens Energy India Ltd | Energy & Utilities | Equity | 1.18% |
| Ambuja Cements Ltd | Materials | Equity | 1.10% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 1.05% |
| Hindustan Zinc Ltd | Materials | Equity | 1.05% |
| Macrotech Developers Ltd | Real Estate | Equity | 1.03% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.90% |
| Indian Railway Finance Corporation Ltd | Financial | Equity | 0.85% |
| Mazagon Dock Shipbuilders Ltd | Industrials | Equity | 0.84% |
| VEDANTA ALUMINIUM LIMITED EQ NEW F.V. RS.2/- | Energy & Utilities | Equity | 0.83% |
| Vedanta Aluminium Metal Ltd. | Materials | Equity | 0.83% |
| Vedanta Iron And Steel Ltd. | Materials | Equity | 0.83% |
| Vedanta Power Ltd. | Industrials | Equity | 0.83% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 0.58% |
| Net Payables | Unspecified | Net Payables | -0.03% |
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
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +2.3% | +18.4% | +13.1% | +12.7% |
| Category average (Equity Large Cap) | +7.1% | +15.1% | +15.0% | -- |
| Rank (Equity Large Cap) | 20 | 4 | 9 | -- |
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
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | -1.64% | +14.84% | 1,721.89 | |
 | -2.76% | +14.54% | 1,163.57 | |
 | -4.60% | +13.93% | 51,690.28 | |
 | -5.02% | +13.49% | 76,296.98 | |
 | -6.97% | +13.22% | 7,192.01 | |
| Compare | ||||
Fund management
SKGSharwan Kumar GoyalJul 2018 - PresentView details
SKG
Sharwan Kumar Goyal
Jul 2018 - Present
View details
AJAyush JainMay 2022 - PresentView details
AJ
Ayush Jain
May 2022 - Present
View details
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 ₹3,96,629 Cr and the Latest NAV as of 10 Jun 2026 is ₹25.63.
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₹3,96,629.25 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,