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  • UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Index Fund Open Ended Scheme
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NAV
₹ 24.8377 ₹ 0.24 (0.95 %)
as on 03-11-2026
Asset Size (AUM)
7,294.63 Cr
Launch Date
Jun 05, 2018
Invest in this scheme
Investment Objective
The principal investment objective of the scheme is to invest in stocks of companies comprising the underlying index and endeavor to achieve return equivalent to underlying index by “passive” investment. The scheme will be managed by replicating the index in the same weightages in the underlying Index with the intention of minimizing the performance differences between the scheme and the underlying Index in capital terms, subject to market liquidity, costs of trading, management expenses and other factors which may cause tracking error. The scheme would alter the scripts/weights as and when the same are altered in the underlying index.
Minimum Investment 1000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jun 05, 2018
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11.47

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
0.87%
Volatility
16.75 %
Fund House
UTI Mutual Fund
Fund Manager
Mr. Sharwan Kumar Goyal, Mr Ayush Jain, Mr. Lokesh Kulthia
Key Features
Scheme description
This fund has moderate ups and downs compared to other equity funds but can give sustainable returns in the medium to long run. Investment in this fund can be made for a horizon of at least 4 years or more
Minimum Purchase Application Amount
Rs. 1000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Performance

Scheme Performance (%)

Data as on - 03-11-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 05-06-2018 -1.05 0.03 15.84 10.27 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings