UTI Nifty Next 50 Index Fund

UTI Nifty Next 50 Index Fund

Equity

UTI Mutual Fund

Index Funds

Get the latest NAV of UTI Nifty Next 50 Index Fund. 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.

₹23.63

▲0.5%1D

NAV as on 20 Mar 2026

11.77%/per year

Since Inception

Absolute Gain%

▲▼

17997 people have invested ₹ 16Cr in UTI Nifty Next 50 Index Fund in the last three months

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
UTI Nifty Next 50 Index Fund
5/12
6,246Cr
0.35%
3.06%
19.89%
-0.32
1.00
0.99
1.60
-5.06
Kotak Nifty Next 50 Index Fund
1/12
941Cr
0.1%
3.12%
19.9%
-0.27
0.99
0.99
1.60
-2.60
SBI Nifty Next 50 Index Fund
2/12
1,901Cr
0.31%
3.02%
19.86%
-0.34
1.00
0.99
1.60
-7.51
Axis Nifty Next 50 Index Fund
3/12
440Cr
0.15%
3.16%
19.82%
-0.33
0.99
0.99
1.60
-2.72
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: No bad points found for this fund.
No bad points found for this fund.

UTI Nifty Next 50 Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit

Total Corpus

0

Absolute Return
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UTI Nifty Next 50 Index Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
85.1%
Mid cap
14.8%
Mid Cap allocation has gone down from 15.2% to 14.8%
Mid Cap allocation has gone down from 15.2% to 14.8%
Large Cap allocation has gone up from 84.8% to 85.1%
Large Cap allocation has gone up from 84.8% to 85.1%
Cash allocation has gone up from 0% to 0.1%
Cash allocation has gone up from 0% to 0.1%

UTI Nifty Next 50 Index Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
19.6%
Industrial
14.5%
Consumer Defensive
14.3%
Consumer Cyclical
11.9%
Utilities
10.5%
Basic Materials
10.1%
Health
6.2%
Energy
4.9%
Real Estate
3.6%
Communication
2.3%
Tech
2.1%

Top 3 Sectors in February were Corporate, Financial Services & Basic Materials

Feb'26

Corporate

28%

Financial Services

20%

Basic Materials

15%

Jan'26

Corporate

74%

Financial Services

20%

Basic Materials

15%

UTI Nifty Next 50 Index Fund Holdings Details

as on (28-Feb-26)

Top Stocks bought last month
CG Power & Industrial Solutions Ltd's allocation increased from 1.77% to 2.14%
CG Power & Industrial Solutions Ltd's allocation increased from 1.77% to 2.14%
Samvardhana Motherson International Ltd's allocation increased from 2.21% to 2.55%
Samvardhana Motherson International Ltd's allocation increased from 2.21% to 2.55%
Indian Oil Corp Ltd's allocation increased from 2.69% to 3.01%
Indian Oil Corp Ltd's allocation increased from 2.69% to 3.01%
Top Stocks sold last month
Britannia Industries Ltd's allocation decreased from 3.05 % to 3.04 %
Britannia Industries Ltd's allocation decreased from 3.05 % to 3.04 %
Varun Beverages Ltd's allocation decreased from 5.26 % to 2.66 %
Varun Beverages Ltd's allocation decreased from 5.26 % to 2.66 %
Indian Hotels Co Ltd's allocation decreased from 2.61 % to 2.52 %
Indian Hotels Co Ltd's allocation decreased from 2.61 % to 2.52 %

UTI Nifty Next 50 Index Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.35%
Benchmark
Nifty Next 50 TR INR
AUM₹6246 Cr
Inception Date28 June, 2018
Min Lumpsum/SIP₹1,000/₹500
Exit Load0%
Lock InNo Lock-in
TurnOver
69.54%
Risk
Risk meter
pointer
Very High Risk

About UTI Nifty Next 50 Index Fund

UTI Nifty Next 50 Index Fund is an equity fund. This fund was started on 28 June, 2018. The fund is managed by Sharwan Kumar Goyal, Ayush Jain. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. UTI Nifty Next 50 Index Fund has ₹6246 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.4.

Returns

UTI Nifty Next 50 Index Fund has given a CAGR return of 11.77% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.06%, 19.89% and 13.89% respectively.

Holdings

UTI Nifty Next 50 Index Fund has allocated its funds majorly in Cash Equivalent, Corporate, Financial Services, Basic Materials, Utilities, Consumer Defensive, Consumer Cyclical, Industrial, Health, Energy, Real Estate, Tech, Communication. Its top holdings are Vedanta Ltd, TVS Motor Co Ltd, Divi's Laboratories Ltd, Bharat Petroleum Corp Ltd, Hindustan Aeronautics Ltd Ordinary Shares

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 benefit
Dividends 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

Ayush Jain

Fund Manager of UTI Nifty Next 50 Index Fund, since 2 May 2022

Learn more about UTI Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 6.2K Cr
₹ 6K Cr
₹ 6.1K Cr
  • AUM of the fund stands at 6.2K Cr as of Feb'26
  • AUM increased by 236.2 Cr between Feb'26 and Jan'26

Frequently Asked Questions for UTI Nifty Next 50 Index Fund

How do I invest in UTI Nifty Next 50 Index Fund?

INDmoney makes it simple to invest in the UTI Nifty Next 50 Index Fund. To do so, follow the steps below:
  • 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.

What is the current NAV of UTI Nifty Next 50 Index Fund?

The NAV of the fund today is ₹23.63. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

UTI Nifty Next 50 Index Fund fund has generated a return of 3.06% in 1 year, 19.89% in 3 years, 13.89% in 5 years.

Who is the fund manager of UTI Nifty Next 50 Index Fund?

The fund managers are Sharwan Kumar Goyal, Ayush Jain.

What is the expense ratio of the fund?

The expense ratio is 0.35%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹6246 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of UTI Nifty Next 50 Index Fund?

The top 3 holdings of the fund are Vedanta Ltd(5.24%), TVS Motor Co Ltd(3.91%), Divi's Laboratories Ltd(3.5%)