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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 202627.1244
CategoryIndex Fund
PlanDirect · Growth
Launched8 Jun 2018
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty Next 50 TRI
Expense ratiodirect plan, a year0.42%
AUM₹5,220 Cr
Growth of ₹10,000₹17,6972 Sep 2021 to 2 Sep 2026
₹18,453₹15,944₹13,436₹10,928₹8,420Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹17,697 (+12.1% a year) UTI - Nifty Next 50 Index Fund

Performance (trailing, annualised)

1Y annualised9.52%
3Y annualised18.22%
5Y annualised12.09%

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 ₹1,27,32011.46%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,16,9289.77%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,48,17213.81%

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

Calendar years

Calendar 202130.27%
Calendar 20220.56%
Calendar 202326.78%
Calendar 202427.90%
Calendar 20252.61%

Rolling returns

Rolling 1Y · average371 windows since 2 Jul 201916.46%
Rolling 1Y · median7.32%
Rolling 1Y · worst window-26.95%
Rolling 1Y · best window83.78%
Rolling 1Y · windows positive73%
Rolling 3Y · average268 windows since 2 Jul 202117.83%
Rolling 3Y · median18.06%
Rolling 3Y · worst window9.79%
Rolling 3Y · best window24.38%
Rolling 3Y · windows positive100%
Rolling 5Y · average164 windows since 5 Jul 202317.63%
Rolling 5Y · median17.63%
Rolling 5Y · worst window8.17%
Rolling 5Y · best window28.22%
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)18.52%
Downside deviation (3Y)13.76%
Maximum drawdown-26.45%

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.

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