Money Lancer
Index Fund
UTI Mutual Fund
UTI Mutual Fund · Index Fund

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

The principal investment objective of the scheme is to invest in stocks of companies comprising the underlying index and endeavor to achieve return equivalent to underlying index by “passive” investment. The scheme will be managed by replicating the index in the same weightages in the underlying Index with the intention of minimizing the performance differences between the scheme and the underlying Index in capital terms, subject to market liquidity, costs of trading, management expenses and other factors which may cause tracking error. The scheme would alter the scripts/weights as and when the same are altered in the underlying index.

EquityBenchmark · Nifty Next 50 TRITER · 0.84%Inception · 05-06-2018
NAV
25.32
-1.24% · as of 29-05-2026
Since inception
12.40%
CAGR
Benchmark (inception)
20.13%
CAGR
Fund size
₹6,561 Cr
AUM
Expense ratio
0.84%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +12.40% CAGR vs benchmark +20.13%.

Portfolio

Where the money is invested

Top holdings

VEDANTA LIMITED EQ NEW RS.1/-5.20%
Tata Motors Limited3.84%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-3.69%
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-3.53%
Hindustan Aeronautics Ltd3.09%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 12.99%
THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/-2.96%
Adani Power Limited2.91%
CUMMINS INDIA LIMITED EQ FV RS.22.83%
AVENUE SUPERMARTS LIMITED EQ2.72%

Sector allocation

Financial Services21.15%
Capital Goods16.32%
Fast Moving Consumer Goods8.98%
Power8.65%
Automobile and Auto Components8.21%
Metals & Mining8.15%
Oil, Gas & Consumable Fuels6.76%
Healthcare6.61%
Consumer Services5.06%
Chemicals3.23%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 12.4% p.a.
₹10,000
10 years
Projected value
₹23,79,526
Invested: ₹12,00,000
Gained: ₹11,79,526
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Sharwan Kumar Goyal & Mr. Ayush Jain, Mr. Sharwan Kumar Goyal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
143340
ISIN (Growth)
INF789FC11T3
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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