UTI Nifty Next 50 Index Fund Growth

Equity
Large Cap
Very High Risk
15.32%
3Y annualised
-0.46% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Sep 2025
₹23.93
Rating
2
Min. SIP amount
Not Supported
Fund size
₹5,497.34Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity5.00%
Capital GoodsEquity3.71%
HealthcareEquity3.61%
Metals & MiningEquity3.11%
Consumer StaplesEquity3.02%
Consumer StaplesEquity2.93%
EnergyEquity2.88%
AutomobileEquity2.83%
ServicesEquity2.80%
EnergyEquity2.75%
ServicesEquity2.70%
FinancialEquity2.62%
FinancialEquity2.60%
FinancialEquity2.57%
EnergyEquity2.34%
ServicesEquity2.33%
Consumer StaplesEquity2.18%
ConstructionEquity2.17%
FinancialEquity2.13%
EnergyEquity2.06%
TechnologyEquity2.04%
InsuranceEquity2.00%
EnergyEquity1.99%
ChemicalsEquity1.91%
FinancialEquity1.90%
AutomobileEquity1.85%
Capital GoodsEquity1.83%
ConstructionEquity1.77%
Consumer StaplesEquity1.70%
HealthcareEquity1.69%
ConstructionEquity1.67%
Capital GoodsEquity1.63%
FinancialEquity1.57%
FinancialEquity1.56%
Metals & MiningEquity1.54%
AutomobileEquity1.51%
ConstructionEquity1.49%
Consumer StaplesEquity1.34%
AutomobileEquity1.32%
Capital GoodsEquity1.30%
EnergyEquity1.26%
Capital GoodsEquity1.24%
Capital GoodsEquity1.19%
Capital GoodsEquity1.16%
HealthcareEquity1.04%
InsuranceEquity1.04%
FinancialEquity0.99%
InsuranceEquity0.86%
ServicesEquity0.68%
FinancialEquity0.46%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-10.8%15.3%19.8%12.9%
Category average-3.5%14.2%18.3%NA
Rank with in category1333220NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
1.0%19.2%44,164.76
5
-0.2%18.0%71,787.87
5
-1.3%17.2%6,398.93
5
-3.9%16.0%38,116.69
4
-0.2%13.8%7,772.63

Expense ratio, exit load and tax

Expense ratio: 0.79%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

Deepesh Agarwal
May 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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