UTI Nifty Next 50 Index Fund Growth

Equity
Large Cap
Very High Risk
+16.46%
3Y annualised
-1.20% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2025
₹24.51
Rating
2
Min. SIP amount
Not Supported
Fund size
₹5,481.76Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (51)

NameSectorInstrumentAssets
ServicesEquity4.88%
Capital GoodsEquity3.62%
HealthcareEquity3.43%
AutomobileEquity3.39%
Metals & MiningEquity3.14%
ServicesEquity3.08%
Consumer StaplesEquity3.02%
ServicesEquity2.93%
Consumer StaplesEquity2.87%
EnergyEquity2.76%
FinancialEquity2.63%
EnergyEquity2.63%
FinancialEquity2.43%
FinancialEquity2.43%
ServicesEquity2.32%
EnergyEquity2.25%
Consumer StaplesEquity2.20%
TechnologyEquity2.09%
ConstructionEquity2.09%
EnergyEquity2.08%
ChemicalsEquity2.07%
EnergyEquity2.05%
Capital GoodsEquity1.96%
InsuranceEquity1.95%
FinancialEquity1.92%
FinancialEquity1.90%
AutomobileEquity1.80%
ConstructionEquity1.72%
Consumer StaplesEquity1.70%
Capital GoodsEquity1.69%
HealthcareEquity1.64%
ConstructionEquity1.62%
AutomobileEquity1.54%
FinancialEquity1.54%
Metals & MiningEquity1.54%
FinancialEquity1.53%
AutomobileEquity1.52%
ConstructionEquity1.47%
Consumer StaplesEquity1.35%
Capital GoodsEquity1.23%
EnergyEquity1.22%
Capital GoodsEquity1.19%
Capital GoodsEquity1.15%
Capital GoodsEquity1.15%
HealthcareEquity1.08%
InsuranceEquity1.03%
FinancialEquity0.93%
InsuranceEquity0.83%
ServicesEquity0.70%
FinancialEquity0.46%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.04%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-10.2%16.5%21.7%13.2%
Category average-4.0%15.4%19.7%NA
Rank with in category1333019NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
0.7%20.1%45,012.18
5
-1.4%19.0%71,839.85
5
-1.6%18.2%6,397.58
5
-5.5%17.0%37,659.18
4
-2.7%15.4%7,689.74

Expense ratio, exit load and tax

Expense ratio: 0.79%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Deepesh Agarwal
May 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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