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UTI Nifty Next 50 Index Fund Growth
+15.22%
3Y annualised
+0.12% 1D
NAV: 16 Sep '26
₹25.11
Min. for SIP
₹500
Fund size (AUM)
₹7,546.56 Cr
Expense ratio
0.87%
Rating
5
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,151 | +0.50% | |
| 1 year | ₹60,000 | ₹60,845 | +1.41% | |
| 3 years | ₹1,80,000 | ₹1,96,631 | +9.24% | |
| 5 years | ₹3,00,000 | ₹3,99,394 | +33.13% |
Holdings (51)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Divi's Laboratories Ltd | Healthcare | Equity | 4.74% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 4.02% |
| Tata Motors Ltd | Industrials | Equity | 3.88% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 3.59% |
| Adani Power Ltd | Energy & Utilities | Equity | 3.24% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 3.17% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 2.97% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.93% |
| Cummins India Ltd | Industrials | Equity | 2.72% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 2.59% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 2.55% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 2.48% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 2.47% |
| Britannia Industries Ltd | Consumer Staples | Equity | 2.44% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 2.28% |
| Varun Beverages Ltd | Consumer Staples | Equity | 2.16% |
| HDFC Asset Management Company Ltd | Financial | Equity | 2.11% |
| Pidilite Industries Ltd | Materials | Equity | 2.06% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 2.05% |
| Bajaj Holdings & Investment Ltd | Financial | Equity | 1.99% |
| Solar Industries India Ltd | Materials | Equity | 1.93% |
| Power Finance Corporation Ltd | Financial | Equity | 1.93% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 1.89% |
| Vedanta Ltd | Materials | Equity | 1.86% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 1.83% |
| DLF Ltd | Real Estate | Equity | 1.75% |
| Bank Of Baroda | Financial | Equity | 1.74% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.74% |
| United Spirits Ltd | Consumer Staples | Equity | 1.73% |
| Bosch Ltd | Consumer Discretionary | Equity | 1.71% |
| Canara Bank | Financial | Equity | 1.68% |
| LTIMindtree Ltd | Technology | Equity | 1.66% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 1.60% |
| REC Ltd | Financial | Equity | 1.59% |
| ABB India Ltd | Industrials | Equity | 1.58% |
| Punjab National Bank | Financial | Equity | 1.55% |
| Union Bank of India | Financial | Equity | 1.44% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 1.43% |
| Siemens Ltd | Diversified | Equity | 1.40% |
| Macrotech Developers Ltd | Real Estate | Equity | 1.31% |
| Muthoot Finance Ltd | Financial | Equity | 1.26% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 1.24% |
| Shree Cement Ltd | Materials | Equity | 1.22% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 1.14% |
| Hindustan Zinc Ltd | Materials | Equity | 1.13% |
| Siemens Energy India Ltd | Energy & Utilities | Equity | 1.13% |
| Ambuja Cements Ltd | Materials | Equity | 0.99% |
| Mazagon Dock Shipbuilders Ltd | Industrials | Equity | 0.74% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 0.73% |
| Indian Railway Finance Corporation Ltd | Financial | Equity | 0.66% |
| Net Current Assets | Unspecified | Net Current Assets | 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 | +2.2% | +15.2% | +10.2% | +11.8% |
| Category average (Equity Large Cap) | -1.6% | +9.3% | +8.7% | +15.4% |
| Rank (Equity Large Cap) | 19 | 10 | 15 | -- |
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) | |
|---|---|---|---|---|
 | -2.32% | +10.36% | 2,179.99 | |
 | -6.76% | +8.93% | 54,133.66 | |
 | -6.88% | +8.83% | 80,206.20 | |
 | -7.98% | +8.45% | 7,100.57 | |
 | -4.74% | +7.37% | 39,933.37 | |
| 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
LKLokesh KulthiaJun 2026 - PresentView details
LK
Lokesh Kulthia
Jun 2026 - Present
View details
About UTI Nifty Next 50 Index Fund Growth
UTI Nifty Next 50 Index Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,09,225 Cr and the Latest NAV as of 16 Sep 2026 is ₹25.11.
The UTI Nifty Next 50 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000.
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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₹4,09,224.68 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,