UTI - Nifty Next 50 Index Fund - Direct - Growth
A Other Scheme by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
17.54%
Expense Ratio
0.49%
as of 04/05/2026
AUM
₹4,725.39 Cr
Qtr End: Mar 26
NAV
₹25.891
as of 03/06/2026
3Y Returns (CAGR)
17.54%
Expense Ratio
0.49%
as of 04/05/2026
AUM
₹4,725.39 Cr
Qtr End: Mar 26
NAV
₹25.891
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 3.75% | 15.87% | 25.51% |
| 6M | 2.31% | 4.67% | 21.27% |
| 1Y | 2.56% | 2.56% | 16.88% |
| 3Y | 62.40% | 17.54% | 18.47% |
| 5Y | 85.73% | 13.18% | 17.90% |
Scheme Details
- Launch Date
- 08/06/2018
- Fund Age
- 8 years
- Minimum Investment
- ₹5,000
- Benchmark
- Nifty Next 50
- Fund House
- UTI Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Kotak Nifty Next 50 Index Fund - Direct - Growth | 17.57% | 0.10% | ₹732.1 |
| Motilal Oswal Nifty Next 50 Index Fund - Direct - Growth | 17.53% | 0.31% | ₹259.06 |
| UTI - Nifty Next 50 Index Fund - Direct - Growth | 17.54% | 0.49% | ₹4,725.39 |
| Navi Nifty Next 50 Index Fund - Direct - Growth | 17.43% | 0.18% | ₹17.7 |
| Edelweiss Nifty Next 50 Index Fund - Direct - Growth | 17.51% | 0.08% | ₹186.17 |
| SBI Nifty Next 50 Index Fund - Direct - Growth | 17.50% | 0.31% | ₹1,205.2 |
| Axis Nifty Next 50 Index Fund - Direct - Growth | 17.23% | 0.15% | ₹348.19 |