OmniAsset
Get app

OmniAsset › Mutual funds › UTI - Nifty Next 50 Index Fund

UTI - Nifty Next 50 Index Fund

Index Fund fund benchmarked to Nifty Next 50 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202626.0382
CategoryIndex Fund
PlanRegular · Growth
Launched8 Jun 2018
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty Next 50 TRI
Expense ratiodirect plan, a year0.87%
AUM₹1,410 Cr
Growth of ₹10,000₹17,3012 Sep 2021 to 2 Sep 2026
₹18,197₹15,745₹13,293₹10,841₹8,389Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹17,301 (+11.6% a year) UTI - Nifty Next 50 Index Fund

Performance (trailing, annualised)

1Y annualised9.03%
3Y annualised17.70%
5Y annualised11.59%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,27,00910.96%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,13,8979.27%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,37,37413.29%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202129.67%
Calendar 20220.10%
Calendar 202326.21%
Calendar 202427.32%
Calendar 20252.15%

Rolling returns

Rolling 1Y · average371 windows since 2 Jul 201915.90%
Rolling 1Y · median6.78%
Rolling 1Y · worst window-27.36%
Rolling 1Y · best window82.90%
Rolling 1Y · windows positive72%
Rolling 3Y · average268 windows since 2 Jul 202117.27%
Rolling 3Y · median17.54%
Rolling 3Y · worst window9.17%
Rolling 3Y · best window23.81%
Rolling 3Y · windows positive100%
Rolling 5Y · average164 windows since 5 Jul 202317.07%
Rolling 5Y · median17.06%
Rolling 5Y · worst window7.61%
Rolling 5Y · best window27.63%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)18.55%
Downside deviation (3Y)13.80%
Maximum drawdown-26.59%

Management

Fund managerMr. Sharwan Kumar Goyal, Mr Ayush Jain, Mr. Lokesh Kulthia
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker