UTI Nifty Next 50 Index Fund Direct Growth
Get the latest NAV of UTI Nifty Next 50 Index Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹26.97
1D
NAV as on 10 Sep 2026
12.92%/per year
Since Inception
▲▼
20985 people have invested ₹ 21.7Cr in UTI Nifty Next 50 Index Fund in the last three months
INDmoney Rank
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UTI Nifty Next 50 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Nifty Next 50 Index Fund Asset Allocation
See fund asset allocation details as on (15-Aug-26)
Fund Distribution
as on (15-Aug-26)
UTI Nifty Next 50 Index Fund Sector Allocation
See fund sector allocation details as on (15-Aug-26)
Sector Allocation
Top 3 Sectors in July were Financial Services, Consumer Cyclical & Utilities
Financial Services
20%
Consumer Cyclical
15%
Utilities
13%
Financial Services
21%
Consumer Cyclical
15%
Utilities
14%
UTI Nifty Next 50 Index Fund Holdings Details
as on (31-Aug-26)
UTI Nifty Next 50 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.44% |
Benchmark | Nifty Next 50 TR INR |
| AUM | ₹7547 Cr |
| Inception Date | 28 June, 2018 |
| Min Lumpsum/SIP | ₹1,000/₹500 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 23.17% |
| Risk |   Very High Risk |
About UTI Nifty Next 50 Index Fund
UTI Nifty Next 50 Index Fund Direct Growth is an equity fund. This fund was started on 28 June, 2018. The fund is managed by Sharwan Kumar Goyal, Lokesh Kulthia, Ayush Jain. The fund could potentially beat inflation in the long-run.
Key Parameters
- UTI Nifty Next 50 Index Fund has ₹7547 Cr worth of assets under management (AUM) as on Aug 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
UTI Nifty Next 50 Index Fund has given a CAGR return of 12.92% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.66%, 17.06% and 11.82% respectively.
Holdings
UTI Nifty Next 50 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Utilities, Basic Materials, Consumer Defensive, Health, Energy, Real Estate, Tech. Its top holdings are Divi's Laboratories Ltd, TVS Motor Co Ltd, Tata Motors Ltd, Hindustan Aeronautics Ltd Ordinary Shares, Adani Power Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of UTI Nifty Next 50 Index Fund
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 and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. UTI Nifty Next 50 Index Fund has no lock in period.
Fund Manager
Sharwan Kumar Goyal
Fund Manager of UTI Nifty Next 50 Index Fund, since 31 August 2018
Lokesh Kulthia
Fund Manager of UTI Nifty Next 50 Index Fund, since 19 June 2026
Ayush Jain
Fund Manager of UTI Nifty Next 50 Index Fund, since 2 May 2022
- AUM of the fund stands at 7.4K Cr as of Jul'26
- AUM increased by 358.1 Cr between Jul'26 and Jun'26
Frequently Asked Questions for UTI Nifty Next 50 Index Fund Direct Growth
How do I invest in UTI Nifty Next 50 Index Fund?
- Download the INDmoney app.
- Search for ‘UTI Nifty Next 50 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.