SKG
Sharwan Kumar GoyalFund Manager Since 1 May 2019
EquityIndex Funds
UTI Nifty Next 50 Index Fund Direct Growth
3Y Annualised
15.30%
-0.59% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.31%
-0.59% 1D
Benchmark
UTI Nifty Next 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 10 months
NIFTY 50
5 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹4831.80 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal Nifty India Defence Index Fund Direct Growth
11.46%
2nd
Aditya Birla Sun Life Nifty India Defence Index Fund Direct Payout Inc Dist cum Cap Wdrl
11.45%
3rd
Aditya Birla Sun Life Nifty India Defence Index Fund Direct Growth
11.44%
4th
Motilal Oswal Nifty India Defence Index Fund Regular Growth
11.38%
5th
Aditya Birla Sun Life Nifty India Defence Index Fund Regular Payout Inc Dist cum Cap Wdrl
11.38%
693rd
UTI Nifty Next 50 Index Fund Direct Growth
2.31%
Fund Managers
AJ
Ayush JainFund Manager Since 2 May 2022
About UTI Nifty Next 50 Index Fund Direct Growth
UTI Nifty Next 50 Index Fund Direct Growth is a Equity mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 6 years, having been launched on 2018-06-28. UTI Nifty Next 50 Index Fund Direct Growth has ₹4831.80 Cr worth of assets under management (AUM) as of Fri May 02 2025. The latest Net Asset Value (NAV) of UTI Nifty Next 50 Index Fund Direct Growth as of Wed Apr 30 2025 is ₹23.7337. The fund has an expense ratio of 0.35%, which is medium comparable to most other Equity funds.
UTI Nifty Next 50 Index Fund Direct Growth returns for the last 1 year are -0.21%. Since launch, it has delivered 13.47% average annual returns.
The UTI Nifty Next 50 Index Fund Direct Growth has the majority of its money invested in Industrials, Basic Materials, Healthcare, Consumer Defensive, Consumer Cyclical, Financial Services, Utilities sectors.
Top 5 Holdings of UTI Nifty Next 50 Index Fund Direct Growth.
- InterGlobe Aviation Ltd: 4.55%
- Hindustan Aeronautics Ltd Ordinary Shares: 3.60%
- Vedanta Ltd: 3.56%
- Divi's Laboratories Ltd: 3.32%
- Varun Beverages Ltd: 3.28%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2018-06-28 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Nifty Next 50 Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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