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Fund Overview of UTI Nifty Next 50 Index Fund Direct-growth
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₹6,818.3 CrAUM
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₹26.78NAV
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0.40%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of UTI Nifty Next 50 Index Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.33% | NA | 2.02% |
| 6 Months | 6.42% | NA | 10.55% |
| 1 Year | 8.59% | 8.59% | -1.10% |
| 2 Years | 1.62% | 0.81% | 17.47% |
| 3 Years | 66.92% | 18.62% | 15.47% |
| 5 Years | 92.12% | 13.95% | 19.14% |
| 7 Years | 180.69% | 15.89% | NA |
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Asset Allocation
equities
99.93%other assets or cash equivalents
0.07%UTI Nifty Next 50 Index Fund Direct-growth is one Equity mutual fund offered by UTI Mutual Fund. Launched on 28 Jun 2018, the fund aims Capital growth in tune with the index returns. Passive investment in equity instruments comprised in Nifty Next 50 Index. It manages assets worth ₹6,818.3 crore as on Sun May 31, 2026. The expense ratio stands at 0.4%. Fund Manager Manager Education Fund Manager Manager EducationAbout UTI Nifty Next 50 Index Fund Direct-growth
The portfolio allocation consists of 99.93% in equities, 0.07% in other assets or cash equivalents.Managed by Sharwan Kumar Goyal, it has delivered a return of 8.59% in the last year, a total return since inception of 13.15%.
For those looking to take well-planned financial choices it is useful to also compare best sip suited to long-term goals.
Key Metrics of UTI Nifty Next 50 Index Fund Direct-growth
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Standard Deviation20.16%
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Sharpe Ratio0.70%
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Alpha6.78%
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Beta1.28%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bharat 22 Etf-growth  |
₹10,487 | -0.56% | 1.36% | 9.90% | 22.14% | 24.85% |
| ICICI Prudential Bharat 22 Fof Direct-growth |
₹2,883 | -0.69% | 1.26% | 9.53% | 21.88% | 24.66% |
| ICICI Prudential Bharat 22 Fof-growth |
₹2,883 | -0.69% | 1.26% | 9.53% | 21.87% | 24.65% |
Nippon India Large Cap Fund Direct-growth  |
₹51,660 | 2.65% | 4.13% | 0.81% | 14.82% | 16.24% |
| Nippon India Large Cap Fund Direct-idcw |
₹51,660 | 2.65% | 4.13% | 0.81% | 14.82% | 16.24% |
| UTI Bse Sensex Next 50 Etf-growth |
₹33 | 4.13% | 9.99% | 5.10% | 18.43% | 15.96% |
| SBI Bse Sensex Next 50 Etf-idcw |
₹25 | 4.14% | 9.99% | 5.06% | 18.39% | 15.96% |
| Nippon India Etf Bse Sensex Next 50-growth |
₹117 | 4.13% | 9.96% | 4.94% | 18.24% | 15.76% |
| Nippon India Large Cap Fund-growth |
₹51,660 | 2.58% | 3.93% | -0.01% | 13.85% | 15.26% |
| Nippon India Large Cap Fund-idcw |
₹51,660 | 2.58% | 3.93% | -0.01% | 13.85% | 15.26% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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UTI Nifty 50 Etf
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₹68,963 | 2.04% | 2.40% | -6.37% | -2.07% | 9.70% |
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UTI Bse Sensex Etf-idcw
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₹53,052 | 2.68% | 1.67% | -8.49% | -4.53% | 7.89% |
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UTI Nifty 50 Index Fund Direct-growth
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₹27,827 | 2.04% | 2.36% | -6.45% | -2.24% | 9.51% |
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UTI Nifty 50 Index Fund Regular Plan-growth
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₹27,827 | 2.02% | 2.33% | -6.50% | -2.35% | 9.38% |
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UTI Nifty 50 Index Fund Regular Plan-idcw
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₹27,827 | 2.02% | 2.33% | -6.50% | -2.35% | 9.38% |
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UTI Nifty 50 Index Fund Direct-idcw
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₹27,827 | 2.04% | 2.36% | -6.45% | -2.24% | 9.51% |
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UTI Large Cap Fund Regular Plan-growth
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₹11,853 | 2.35% | 3.60% | -6.73% | -3.64% | 8.91% |
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UTI Large Cap Fund Direct-growth
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₹11,853 | 2.42% | 3.80% | -6.35% | -2.85% | 9.83% |
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UTI Large Cap Fund Regular Plan-idcw
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₹11,853 | 2.35% | 3.60% | -6.73% | -3.64% | 8.91% |
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UTI Large Cap Fund Direct-idcw
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₹11,853 | 2.42% | 3.80% | -6.35% | -2.85% | 9.83% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Nifty 50 Etf-idcw |
₹205,278 | ₹258.21 | 9.69% | 10.11% | 12.65% |
| SBI Bse Sensex Etf |
₹115,687 | ₹856.13 | 7.88% | 9.25% | 12.45% |
| ICICI Prudential Large Cap Fund-growth |
₹76,297 | ₹107.95 | 13.71% | 13.42% | 13.83% |
| ICICI Prudential Large Cap Fund Direct-growth |
₹76,297 | ₹119.14 | 14.35% | 14.08% | 14.62% |
| ICICI Prudential Large Cap Fund Direct-idcw |
₹76,297 | ₹60.28 | 14.35% | 14.08% | 14.62% |
| ICICI Prudential Large Cap Fund-idcw |
₹76,297 | ₹29.11 | 13.71% | 13.42% | 13.83% |
| UTI Nifty 50 Etf |
₹68,963 | ₹265.89 | 9.70% | 10.13% | 12.67% |
| Nippon India Etf Nifty 50 Bees |
₹62,890 | ₹273.21 | 9.70% | 10.13% | 12.63% |
| SBI Large Cap Fund-growth |
₹53,527 | ₹93.59 | 10.81% | 11.36% | 12.14% |
| SBI Large Cap Direct Plan-growth |
₹53,527 | ₹104.31 | 11.57% | 12.14% | 13.06% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Adani Power Ltd | Energy & Utilities | 4.00% | ₹272.59 Cr |
| Divi's Laboratories Ltd | Healthcare | 3.36% | ₹229.43 Cr |
| Hindustan Aeronautics Ltd | Industrials | 3.24% | ₹221.12 Cr |
| Cummins India Ltd | Industrials | 3.16% | ₹215.12 Cr |
| Tata Motors Ltd | 3.15% | ₹214.78 Cr | |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.13% | ₹213.41 Cr |
| Varun Beverages Ltd | Consumer Staples | 2.87% | ₹195.68 Cr |
| Tata Power Company Ltd | Energy & Utilities | 2.80% | ₹190.74 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 2.62% | ₹178.33 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 2.56% | ₹174.67 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 2.50% | ₹170.45 Cr |
| Power Finance Corporation Ltd | Financial | 2.48% | ₹169.00 Cr |
| Britannia Industries Ltd | Consumer Staples | 2.44% | ₹166.05 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 2.40% | ₹163.60 Cr |
| Vedanta Ltd | Materials | 2.38% | ₹162.24 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 2.37% | ₹161.65 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 2.28% | ₹155.57 Cr |
| Hdfc Asset Management Company Ltd | Financial | 2.16% | ₹147.54 Cr |
| Adani Transmission Ltd | Energy & Utilities | 2.09% | ₹142.16 Cr |
| Indian Oil Corporation Ltd | Energy & Utilities | 2.08% | ₹141.89 Cr |
| Bank Of Baroda | Financial | 1.98% | ₹134.89 Cr |
| Adani Green Energy Ltd | Energy & Utilities | 1.96% | ₹133.95 Cr |
| Torrent Pharmaceuticals Ltd | Healthcare | 1.83% | ₹124.93 Cr |
| Pidilite Industries Ltd | Materials | 1.83% | ₹124.53 Cr |
| Bajaj Holdings & Investment Ltd | Financial | 1.78% | ₹121.47 Cr |
| Jindal Steel & Power Ltd | Materials | 1.78% | ₹121.07 Cr |
| Solar Industries India Ltd | Materials | 1.77% | ₹120.37 Cr |
| Gail (india) Ltd | Energy & Utilities | 1.76% | ₹120.17 Cr |
| Canara Bank | Financial | 1.75% | ₹119.42 Cr |
| Rec Ltd | Financial | 1.67% | ₹114.20 Cr |
| Godrej Consumer Products Ltd | Consumer Staples | 1.64% | ₹112.12 Cr |
| Abb India Ltd | Industrials | 1.51% | ₹103.02 Cr |
| Dlf Ltd | Real Estate | 1.50% | ₹102.60 Cr |
| Ltimindtree Ltd | Technology | 1.50% | ₹102.05 Cr |
| United Spirits Ltd | Consumer Staples | 1.49% | ₹101.58 Cr |
| Punjab National Bank | Financial | 1.45% | ₹99.02 Cr |
| Muthoot Finance Ltd | Financial | 1.42% | ₹97.08 Cr |
| Siemens Energy India Ltd | Energy & Utilities | 1.36% | ₹92.74 Cr |
| Siemens Ltd | Diversified | 1.35% | ₹92.00 Cr |
| Shree Cement Ltd | Materials | 1.34% | ₹91.54 Cr |
| Union Bank Of India | Financial | 1.29% | ₹87.85 Cr |
| Bosch Ltd | Consumer Discretionary | 1.26% | ₹86.02 Cr |
| Hindustan Zinc Ltd | Materials | 1.09% | ₹74.30 Cr |
| Hyundai Motor India Ltd. | Consumer Discretionary | 1.09% | ₹74.29 Cr |
| Ambuja Cements Ltd | Materials | 1.08% | ₹73.96 Cr |
| Zydus Lifesciences Ltd | Healthcare | 1.07% | ₹73.00 Cr |
| Macrotech Developers Ltd | Real Estate | 1.05% | ₹71.52 Cr |
| Vedanta Oil And Gas Ltd | Materials | 0.80% | ₹54.67 Cr |
| Vedanta Aluminium Metal Ltd | 0.80% | ₹54.67 Cr | |
| Vedanta Iron And Steel Ltd | 0.80% | ₹54.67 Cr | |
| Vedanta Power Ltd | Industrials | 0.80% | ₹54.67 Cr |
| Indian Railway Finance Corporation Ltd | Financial | 0.78% | ₹53.11 Cr |
| Mazagon Dock Shipbuilders Ltd | Industrials | 0.74% | ₹50.54 Cr |
| Tata Capital Limited Eq | Financial | 0.52% | ₹35.78 Cr |
| Net Current Assets | Unspecified | 0.07% | ₹4.44 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bharat 22 Etf-growth |
₹120.42 | 22.14% | 24.85% | - |
| ICICI Prudential Bharat 22 Fof Direct-growth |
₹35.19 | 21.88% | 24.66% | - |
| ICICI Prudential Bharat 22 Fof-growth |
₹35.18 | 21.87% | 24.65% | - |
| Nippon India Large Cap Fund Direct-growth |
₹100.60 | 14.82% | 16.24% | - |
| Nippon India Large Cap Fund Direct-idcw |
₹40.01 | 14.82% | 16.24% | - |
| UTI Bse Sensex Next 50 Etf-growth |
₹93.34 | 18.43% | 15.96% | - |
| SBI Bse Sensex Next 50 Etf-idcw |
₹936.23 | 18.39% | 15.96% | - |
| Nippon India Etf Bse Sensex Next 50-growth |
₹91.40 | 18.24% | 15.76% | - |
| Nippon India Large Cap Fund-growth |
₹89.52 | 13.85% | 15.26% | - |
| Nippon India Large Cap Fund-idcw |
₹26.17 | 13.85% | 15.26% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
UTI Nifty Next 50 Index Fund Direct-growth
What is the current AUM of UTI Nifty Next 50 Index Fund Direct-growth?
As of Sun May 31, 2026, UTI Nifty Next 50 Index Fund Direct-growth manages assets worth ₹6,818.3 crore
How has UTI Nifty Next 50 Index Fund Direct-growth performed recently?
- 3 Months: 11.33%
- 6 Months: 6.42%
What is the long-term performance of UTI Nifty Next 50 Index Fund Direct-growth?
- 3 Years CAGR: 18.62%
- 5 Years CAGR: 13.95%
- Since Inception: 13.15%
What is the portfolio composition of UTI Nifty Next 50 Index Fund Direct-growth?
Equity: 99.93%, Others: 0.07%.
Who manages UTI Nifty Next 50 Index Fund Direct-growth?
UTI Nifty Next 50 Index Fund Direct-growth is managed by Sharwan Kumar Goyal from UTI Mutual Fund.
What is the market-cap allocation of UTI Nifty Next 50 Index Fund Direct-growth?
Large Cap: 92.40%, Mid Cap: 7.60%.
Which are the top companies UTI Nifty Next 50 Index Fund Direct-growth has invested in?
- Adani Power Ltd – 4.00% of the fund's portfolio
- Divi's Laboratories Ltd – 3.36% of the fund's portfolio
- Hindustan Aeronautics Ltd – 3.24% of the fund's portfolio
- Cummins India Ltd – 3.16% of the fund's portfolio
- Tata Motors Ltd – 3.15% of the fund's portfolio
Which are the major sectors UTI Nifty Next 50 Index Fund Direct-growth focuses on?
- Financial – 19.91% of the fund's portfolio
- Energy & Utilities – 18.45% of the fund's portfolio
- Materials – 12.07% of the fund's portfolio
- Industrials – 11.95% of the fund's portfolio
- Consumer Staples – 10.81% of the fund's portfolio
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