Fund Overview of UTI Nifty Next 50 Index Fund Regular - Growth
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₹5,497.3 CrAUM
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₹24.45NAV
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0.79%Expense Ratio
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EquityFund Category
Returns of UTI Nifty Next 50 Index Fund Regular - Growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 2.54% | NA | 2.02% |
| 6 Months | 17.23% | NA | 10.55% |
| 1 Year | -8.38% | -8.38% | -1.10% |
| 2 Years | 49.68% | 22.35% | 17.47% |
| 3 Years | 56.06% | 15.99% | 15.47% |
| 5 Years | 148.82% | 20.00% | 19.14% |
| 7 Years | 129.87% | 12.63% | NA |
Asset Allocation
equities
100.03%UTI Nifty Next 50 Index Fund Regular - 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 ₹5,497.3 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.79%. Fund Manager Manager Education Fund Manager Manager EducationAbout UTI Nifty Next 50 Index Fund Regular - Growth
The portfolio allocation consists of 100.03% in equities. Managed by Sharwan Kumar Goyal, it has delivered a return of -8.38% in the last year, a total return since inception of 13.26%.
Key Metrics of UTI Nifty Next 50 Index Fund Regular - Growth
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Standard Deviation17.95%
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Sharpe Ratio0.49%
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Alpha-0.24%
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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 |
|---|---|---|---|---|---|---|
Mirae Asset Nifty 50 Etf - Growth  |
₹4,533 | 1.47% | -1.07% | 2.49% | 14.42% | 17.75% |
ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth  |
₹3,710 | -1.38% | -0.51% | -1.32% | 16.89% | 17.55% |
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 Index Fund Direct-growth
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₹23,731 | 1.46% | -1.11% | 14.14% | 2.32% | 14.22% |
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UTI Nifty 50 Index Fund Regular Plan-growth
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₹23,731 | 1.45% | -1.13% | 14.09% | 2.24% | 14.09% |
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UTI Large Cap Fund Regular Plan-growth
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₹12,720 | 1.04% | -0.70% | 12.95% | 0.35% | 12.76% |
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UTI Large Cap Fund Direct-growth
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₹12,720 | 1.11% | -0.50% | 13.42% | 1.17% | 13.73% |
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UTI Nifty Next 50 Index Fund Direct - Growth
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₹5,497 | 2.33% | 0.23% | 15.78% | -5.12% | 17.64% |
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UTI Nifty Next 50 Exchange Traded Fund - Growth
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₹1,942 | 2.35% | 0.29% | 15.99% | -4.86% | 17.94% |
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UTI Bse Sensex Index Fund Direct - Growth
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₹202 | 1.49% | -1.61% | 12.90% | 2.08% | 13.18% |
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UTI Bse Sensex Index Fund Regular - Growth
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₹202 | 1.48% | -1.63% | 12.85% | 1.98% | 13.07% |
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UTI Bse Sensex Next 50 Etf - Growth
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₹26 | 1.71% | -0.74% | 15.54% | 1.64% | 20.41% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Tax Information
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Mirae Asset Nifty 50 Etf - Growth |
₹4,533 | ₹270.59 | 14.42% | 17.75% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,710 | ₹22.16 | 16.89% | 17.55% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Interglobe Aviation Ltd | Industrials | 5.00% | ₹274.68 Cr |
| Hindustan Aeronautics Ltd | Industrials | 3.97% | ₹227.68 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.56% | ₹203.94 Cr |
| Hindustan Aeronautics Ltd | Industrials | 3.71% | ₹203.90 Cr |
| Vedanta Ltd | Materials | 3.49% | ₹199.66 Cr |
| Divi's Laboratories Ltd | Healthcare | 3.61% | ₹198.35 Cr |
| Divi's Laboratories Ltd | Healthcare | 3.19% | ₹182.60 Cr |
| Britannia Industries Ltd | Consumer Staples | 3.12% | ₹178.51 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 2.99% | ₹171.53 Cr |
| Vedanta Ltd | Materials | 3.11% | ₹170.98 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 2.91% | ₹166.44 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 2.90% | ₹166.34 Cr |
| Varun Beverages Ltd | Consumer Staples | 3.02% | ₹165.89 Cr |
| Tata Power Company Ltd | Energy & Utilities | 2.88% | ₹164.90 Cr |
| Britannia Industries Ltd | Consumer Staples | 2.93% | ₹161.19 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 2.79% | ₹159.86 Cr |
| Tata Power Company Ltd | Energy & Utilities | 2.88% | ₹158.16 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 2.83% | ₹155.82 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 2.80% | ₹154.05 Cr |
| Varun Beverages Ltd | Consumer Staples | 2.65% | ₹151.89 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 2.75% | ₹151.15 Cr |
| Power Finance Corporation Ltd | Financial | 2.63% | ₹150.93 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 2.70% | ₹148.70 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 2.62% | ₹143.93 Cr |
| Adani Power Ltd | Energy & Utilities | 2.51% | ₹143.85 Cr |
| Bajaj Holdings & Investment Ltd | Financial | 2.60% | ₹143.16 Cr |
| Indian Oil Corporation Ltd | Energy & Utilities | 2.47% | ₹141.41 Cr |
| Power Finance Corporation Ltd | Financial | 2.57% | ₹141.35 Cr |
| Bajaj Holdings & Investment Ltd | Financial | 2.34% | ₹133.98 Cr |
| Indian Oil Corporation Ltd | Energy & Utilities | 2.34% | ₹128.84 Cr |
| Info Edge (india) Ltd | Technology | 2.24% | ₹128.59 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 2.24% | ₹128.51 Cr |
| Info Edge (india) Ltd | Technology | 2.33% | ₹127.98 Cr |
| Ltimindtree Ltd | Technology | 2.11% | ₹120.82 Cr |
| Bank Of Baroda | Financial | 2.11% | ₹120.59 Cr |
| Gail (india) Ltd | Energy & Utilities | 2.10% | ₹120.15 Cr |
| Godrej Consumer Products Ltd | Consumer Staples | 2.18% | ₹119.95 Cr |
| Dlf Ltd | Real Estate | 2.17% | ₹119.15 Cr |
| Godrej Consumer Products Ltd | Consumer Staples | 2.07% | ₹118.60 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 2.07% | ₹118.52 Cr |
| Rec Ltd | Financial | 2.05% | ₹117.67 Cr |
| Rec Ltd | Financial | 2.13% | ₹116.89 Cr |
| Dlf Ltd | Real Estate | 2.02% | ₹115.57 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.01% | ₹115.25 Cr |
| Pidilite Industries Ltd | Materials | 2.01% | ₹115.14 Cr |
| Gail (india) Ltd | Energy & Utilities | 2.06% | ₹113.50 Cr |
| Ltimindtree Ltd | Technology | 2.04% | ₹111.98 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.00% | ₹109.71 Cr |
| Adani Power Ltd | Energy & Utilities | 1.99% | ₹109.62 Cr |
| Canara Bank | Financial | 1.84% | ₹105.38 Cr |
| Pidilite Industries Ltd | Materials | 1.91% | ₹104.95 Cr |
| Bank Of Baroda | Financial | 1.90% | ₹104.30 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 1.85% | ₹101.77 Cr |
| Jindal Steel & Power Ltd | Materials | 1.75% | ₹100.46 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 1.83% | ₹100.38 Cr |
| Shree Cement Ltd | Materials | 1.73% | ₹98.89 Cr |
| United Spirits Ltd | Consumer Staples | 1.73% | ₹98.82 Cr |
| Punjab National Bank | Financial | 1.72% | ₹98.30 Cr |
| Shree Cement Ltd | Materials | 1.77% | ₹97.57 Cr |
| Havells India Ltd | Consumer Discretionary | 1.67% | ₹95.68 Cr |
| Torrent Pharmaceuticals Ltd | Healthcare | 1.66% | ₹95.22 Cr |
| United Spirits Ltd | Consumer Staples | 1.70% | ₹93.73 Cr |
| Hyundai Motor India Ltd. | Consumer Discretionary | 1.63% | ₹93.11 Cr |
| Torrent Pharmaceuticals Ltd | Healthcare | 1.69% | ₹92.68 Cr |
| Ambuja Cements Ltd | Materials | 1.67% | ₹91.84 Cr |
| Ambuja Cements Ltd | Materials | 1.57% | ₹90.13 Cr |
| Havells India Ltd | Consumer Discretionary | 1.63% | ₹89.69 Cr |
| Punjab National Bank | Financial | 1.57% | ₹86.04 Cr |
| Canara Bank | Financial | 1.56% | ₹85.62 Cr |
| Jindal Steel & Power Ltd | Materials | 1.54% | ₹84.42 Cr |
| Bosch Ltd | Consumer Discretionary | 1.46% | ₹83.59 Cr |
| Bosch Ltd | Consumer Discretionary | 1.51% | ₹82.93 Cr |
| Solar Industries India Ltd | Materials | 1.43% | ₹82.03 Cr |
| Macrotech Developers Ltd | Real Estate | 1.49% | ₹81.66 Cr |
| Macrotech Developers Ltd | Real Estate | 1.41% | ₹80.63 Cr |
| Adani Green Energy Ltd | Energy & Utilities | 1.39% | ₹79.43 Cr |
| Siemens Energy India Ltd | Energy & Utilities | 1.34% | ₹76.71 Cr |
| Adani Transmission Ltd | Energy & Utilities | 1.33% | ₹76.45 Cr |
| Dabur India Ltd | Consumer Staples | 1.34% | ₹73.86 Cr |
| Hyundai Motor India Ltd. | Consumer Discretionary | 1.32% | ₹72.66 Cr |
| Jsw Energy Ltd | Energy & Utilities | 1.25% | ₹71.82 Cr |
| Adani Green Energy Ltd | Energy & Utilities | 1.30% | ₹71.48 Cr |
| Siemens Ltd | Diversified | 1.22% | ₹69.88 Cr |
| Adani Transmission Ltd | Energy & Utilities | 1.26% | ₹69.29 Cr |
| Abb India Ltd | Industrials | 1.20% | ₹68.69 Cr |
| Abb India Ltd | Industrials | 1.24% | ₹68.43 Cr |
| Jsw Energy Ltd | Energy & Utilities | 1.19% | ₹65.30 Cr |
| Siemens Ltd | Diversified | 1.16% | ₹63.52 Cr |
| Zydus Lifesciences Ltd | Healthcare | 1.08% | ₹61.97 Cr |
| Zydus Lifesciences Ltd | Healthcare | 1.04% | ₹57.35 Cr |
| Icici Prudential Life Insurance Company Ltd | Financial | 1.04% | ₹57.10 Cr |
| Indian Railway Finance Corporation Ltd | Financial | 0.97% | ₹55.76 Cr |
| Indian Railway Finance Corporation Ltd | Financial | 0.99% | ₹54.30 Cr |
| Mazagon Dock Shipbuilders Ltd | Industrials | 0.93% | ₹53.01 Cr |
| Hindustan Zinc Ltd | Materials | 0.92% | ₹52.84 Cr |
| Life Insurance Corporation Of India | Financial | 0.88% | ₹50.50 Cr |
| Life Insurance Corporation Of India | Financial | 0.86% | ₹47.05 Cr |
| Swiggy Ltd. | Technology | 0.68% | ₹37.18 Cr |
| Bajaj Housing Finance Ltd. | Financial | 0.45% | ₹25.89 Cr |
| Bajaj Housing Finance Ltd. | Financial | 0.46% | ₹25.10 Cr |
| Net Current Assets | Unspecified | 0.15% | ₹8.20 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.04% | ₹2.27 Cr |
| Net Payables | Unspecified | -0.03% | ₹-1.89 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Mirae Asset Nifty 50 Etf - Growth |
₹270.59 | 14.42% | 17.75% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹22.16 | 16.89% | 17.55% | - |
growth is based on 5Y returns of the funds
UTI Nifty Next 50 Index Fund Regular - Growth
What is the current AUM of UTI Nifty Next 50 Index Fund Regular - Growth?
As of Thu Jul 31, 2025, UTI Nifty Next 50 Index Fund Regular - Growth manages assets worth ₹5,497.3 crore
How has UTI Nifty Next 50 Index Fund Regular - Growth performed recently?
- 3 Months: 2.54%
- 6 Months: 17.23%
What is the long-term performance of UTI Nifty Next 50 Index Fund Regular - Growth?
- 3 Years CAGR: 15.99%
- 5 Years CAGR: 20.00%
- Since Inception: 13.26%
What is the portfolio composition of UTI Nifty Next 50 Index Fund Regular - Growth?
Equity: 100.03%, Others: -0.03%.
Who manages UTI Nifty Next 50 Index Fund Regular - Growth?
UTI Nifty Next 50 Index Fund Regular - Growth is managed by Sharwan Kumar Goyal from UTI Mutual Fund.
What is the market-cap allocation of UTI Nifty Next 50 Index Fund Regular - Growth?
Large Cap: 93.44%, Mid Cap: 6.56%.
Which are the top companies UTI Nifty Next 50 Index Fund Regular - Growth has invested in?
- Interglobe Aviation Ltd – 5.00% of the fund's portfolio
- Hindustan Aeronautics Ltd – 3.97% of the fund's portfolio
- TVS Motor Company Ltd – 3.56% of the fund's portfolio
- Hindustan Aeronautics Ltd – 3.71% of the fund's portfolio
- Vedanta Ltd – 3.49% of the fund's portfolio
Which are the major sectors UTI Nifty Next 50 Index Fund Regular - Growth focuses on?
- Financial – 40.28% of the fund's portfolio
- Energy & Utilities – 33.95% of the fund's portfolio
- Consumer Staples – 26.35% of the fund's portfolio
- Consumer Discretionary – 25.16% of the fund's portfolio
- Materials – 22.90% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
