UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

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Category: Index Fund
Launch Date: 05-06-2018
Asset Class: Equity
Benchmark: Nifty Next 50 TRI
Expense Ratio: 0.8% As on (31-03-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 483.18 Cr As on (31-03-2025)
Turn over: 32

NAV as on 25-04-2025

22.8538

-0.56 (-2.4679%)

CAGR Since Inception

12.82%

Nifty Next 50 TRI 20.75%

PERFORMANCE of UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 25-04-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option	0.91	15.07	22.74	-	12.82
Nifty Next 50 TRI	4.92	16.12	24.43	14.37	20.75
Index Fund	6.23	12.92	22.71	11.66	7.52

Yearly Performance (%)

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Fund Managers

Sharwan Kumar Goyal, Ayush Jain, Deepesh Agarwal

Investment Objective

The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

RETURNS CALCULATOR for UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option	16.75	0.93	3.56	1.15	-	-
Index Fund	-	-	-	-	-	-

PEER COMPARISION of UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Compare SIP Compare Lumpsum

Period

Data as on - 25-04-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option	05-06-2018	0.91	28.71	15.07	22.74
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option	14-08-2023	15.56	0.0	0.0	0.0
Edelweiss MSCI India Domestic & World Healthcare 45 index Fund Regular Plan - Growth	26-10-2020	14.34	25.43	15.44	0.0
HDFC Nifty G-Sec Jun 2036 Index Fund - Growth Option	15-03-2023	13.3	10.02	0.0	0.0
Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund-Regular Plan-Growth Option	14-12-2022	13.22	9.97	0.0	0.0
ICICI Prudential Nifty Pharma Index Fund - Growth	14-12-2022	13.17	30.02	0.0	0.0
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund - Regular Plan - Growth	12-10-2022	13.1	9.91	0.0	0.0
SBI CRISIL IBX Gilt Index - June 2036 Fund - Regular Plan - Growth	05-10-2022	13.09	9.83	0.0	0.0
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth	29-07-2022	12.84	27.75	0.0	0.0
ICICI Prudential Nifty Bank Index Fund - Growth	05-03-2022	12.71	13.09	14.55	0.0

PORTFOLIO ANALYSIS of UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Asset Allocation (%)