uti-nifty-next-50-index-fund-direct-g

UTI-Nifty Next 50 Index Fund - Direct (G)

  1. Equity
  2. Index Funds
  • NAV as on Jul 11, 2025 ₹25.03
  • Total Returns 13.92% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
uti-nifty-next-50-index-fund-direct-g

Overview of UTI-Nifty Next 50 Index Fund - Direct (G)

  • Fund House
    UTI-Nifty Next 50 Index Fund
  • Fund Size
    ₹5,551 Cr
  • Expense Ratio
    0.34%
  • Benchmark
    Nifty Next 50 TRI
  • Risk Level
    Very High
  • Inception Date
    Jun 28, 2018
  • Lock-in period
    0
  • Exit Load
    Nil
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹1000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

UTI-Nifty Next 50 Index Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

UTI-Nifty Next 50 Index Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • -1.11%
  • 10.66%
  • 6%
  • -7.79%
  • 20.74%
  • 21.4%

Category Average

  • 0.27%
  • 11.25%
  • 6.08%
  • 4.59%
  • 17.08%
  • 20.19%

Fund Asset Allocation

Top holdings

Top Sectors

  • Finance
    12.04%
  • Power
    8.73%
  • Pharmaceuticals & Biotech
    5.85%
  • Retailing
    5.65%
  • Electrical Equipments
    5.28%
  • Beverages
    5.16%

More about UTI-Nifty Next 50 Index Fund - Direct (G)

UTI-Nifty Next 50 Index Fund - Direct (G) is a mutual fund under the Index Funds category, managed by UTI Mutual Fund. It was launched on 14 Nov 2002, and has been active for over 23 years. As of 30 Jun 2025 the fund manages assets worth ₹5,551 Crores. The expense ratio is 0.34%.

This fund generated returns of -7.79% in the last 1 year. Since its inception, it has provided an average annual return of 13.92%.

The fund's investments are mainly concentrated in sectors like Finance, Power, Pharmaceuticals & Biotech, Retailing and Electrical Equipments.

The top five holdings in this fund include prominent companies such as Interglobe Aviat, Hind.Aeronautics, Divi's Lab., Vedanta and Britannia Inds..

Fund Managers

  • Ayush Jain
  • Sharwan Kumar Goyal

Investment Objective

The investment objective of the scheme is 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. However there is no guarantee or assurance that the investment objective of the scheme will be achieved.

uti-nifty-next-50-index-fund-direct-g

Frequently Asked Questions about UTI-Nifty Next 50 Index Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Index funds are generally low-risk as they spread investments across an entire market index, reducing the impact of individual stock volatility.

  2. Should I invest in {{fund_type}} ?

    Yes, if you’re looking for a low-cost way to invest in the market and are comfortable with moderate returns that match market trends.

  3. How long should I stay invested in {{fund_type}} ?

    Ideally, you should stay invested for the long term, as index funds perform best over extended periods.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, index funds are open-ended, so you can withdraw at any time, but it's best to hold them long-term.

  5. What are the expenses involved in {{fund_type}} ?

    Index funds usually have low expense ratios due to passive management, often ranging from 0.1% to 0.5%.

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