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Scheme Information
UTI Nifty Next 50 Index Reg Gr
as of 08 May 2026, 15:35 PM
Scheme Asset Size₹5550.76 Cr
Expense Ratio0.8%
Cash Holding0.12793%
Fund TypeOpen-End
PlanGrowth
BenchmarkNifty Next 50 TR INR
Launch Date2018-06-28
Exit LoadExit load of 0.00% for investments if redeemed within 1 Years
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
-
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 14.03%
In the last 3 months 3.95%
In the last 6 months 3.48%
In the last 1 Years 12.61%
In the last 3 Years 0.79%
In the last 5 Years 1.01%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Vedanta Ltd | Basic Materials | E | 5.20% |
| Tata Motors Ltd | Consumer Cyclical | E | 3.84% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 3.69% |
| Divi's Laboratories Ltd | Healthcare | E | 3.53% |
| Hindustan Aeronautics Ltd Ordinary Shares | Industrials | E | 3.09% |
| Britannia Industries Ltd | Consumer Defensive | E | 2.99% |
| Tata Power Co Ltd | Utilities | E | 2.96% |
| Adani Power Ltd | Utilities | E | 2.91% |
| Cummins India Ltd | Industrials | E | 2.83% |
| Avenue Supermarts Ltd | Consumer Defensive | E | 2.72% |
| Cholamandalam Investment and Finance Co Ltd | Financial Services | E | 2.71% |
| Bharat Petroleum Corp Ltd | Energy | E | 2.66% |
| Power Finance Corp Ltd | Financial Services | E | 2.58% |
| Varun Beverages Ltd | Consumer Defensive | E | 2.46% |
| Indian Oil Corp Ltd | Energy | E | 2.36% |
| Indian Hotels Co Ltd | Consumer Cyclical | E | 2.34% |
| Samvardhana Motherson International Ltd | Consumer Cyclical | E | 2.17% |
| Bank of Baroda | Financial Services | E | 2.15% |
| HDFC Asset Management Co Ltd | Financial Services | E | 2.10% |
| CG Power & Industrial Solutions Ltd | Industrials | E | 2.10% |
| Torrent Pharmaceuticals Ltd | Healthcare | E | 2.06% |
| Canara Bank | Financial Services | E | 1.95% |
| Jindal Steel Ltd | Basic Materials | E | 1.93% |
| Pidilite Industries Ltd | Basic Materials | E | 1.86% |
| Godrej Consumer Products Ltd | Consumer Defensive | E | 1.85% |
| REC Ltd | Financial Services | E | 1.78% |
| Bajaj Holdings and Investment Ltd | Financial Services | E | 1.77% |
| LTM Ltd | Technology | E | 1.74% |
| GAIL (India) Ltd | Utilities | E | 1.74% |
| United Spirits Ltd | Consumer Defensive | E | 1.68% |
| Punjab National Bank | Financial Services | E | 1.62% |
| Muthoot Finance Ltd | Financial Services | E | 1.58% |
| Adani Energy Solutions Ltd | Utilities | E | 1.52% |
| DLF Ltd | Real Estate | E | 1.51% |
| Union Bank of India | Financial Services | E | 1.48% |
| ABB India Ltd | Industrials | E | 1.46% |
| Shree Cement Ltd | Basic Materials | E | 1.44% |
| Solar Industries India Ltd | Basic Materials | E | 1.37% |
| Adani Green Energy Ltd | Utilities | E | 1.26% |
| Siemens Ltd | Industrials | E | 1.21% |
| Hyundai Motor India Ltd | Consumer Cyclical | E | 1.18% |
| Bosch Ltd | Consumer Cyclical | E | 1.17% |
| Ambuja Cements Ltd | Basic Materials | E | 1.14% |
| Siemens Energy India Ltd | Utilities | E | 1.06% |
| Zydus Lifesciences Ltd | Healthcare | E | 1.02% |
| Hindustan Zinc Ltd | Basic Materials | E | 1.02% |
| Lodha Developers Ltd | Real Estate | E | 0.89% |
| Indian Railway Finance Corp Ltd Ordinary Shares | Financial Services | E | 0.82% |
| Mazagon Dock Shipbuilders Ltd | Industrials | E | 0.73% |
| Tata Capital Ltd | Financial Services | E | 0.61% |
| Net Current Assets | - | C | 0.13% |
| Havells India Ltd | - | E | - |
| JSW Energy Ltd | - | E | - |
| Life Insurance Corporation of India | - | E | - |
| Bajaj Housing Finance Ltd | - | E | - |
| ICICI Lombard General Insurance Co Ltd | - | E | - |
| Info Edge (India) Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
99.87%
Cash
0.13%
Equity sector allocation
Loading chart…
Basic Materials
13.96%
Consumer Cyclical
14.4%
Consumer Defensive
11.7%
Energy
5.03%
Financial Services
21.15%
Healthcare
6.61%
Industrials
11.43%
Real Estate
2.4%
Technology
1.74%
Utilities
11.45%
Others
0.13%
Fund House Contact Details
Websitehttps://www.utiwms.com
Phone+91-22-6678 6666
UTI Asset Management Co Ltd
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.27%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.27%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.27%
63.78%
3Y Returns
+45.98%
About UTI Nifty Next 50 Index Reg Gr
Investment Objective of the Scheme
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.
Key Features of The Fund
5-year return
+14.99%
Fund Manager
Sharwan Kumar Goyal
Risk Profile
Very High Risk
Expense Ratio
0.80%
Fund Size
₹5550.76 Cr
FAQ's
What has been the returns generated by UTI Nifty Next 50 Index Reg Gr over different time periods?
The UTI Nifty Next 50 Index Reg Gr has given returns
1-Year
12.61
3-Year
21.39
5-Year
14.99
What is the expense ratio of UTI Nifty Next 50 Index Reg Gr?
The expense ratio of UTI Nifty Next 50 Index Reg Gr is 0.8%.
What is the AUM (Assets Under Management) of UTI Nifty Next 50 Index Reg Gr?
The AUM, short for Assets Under Management of UTI Nifty Next 50 Index Reg Gr is ₹5550.76 Cr as of 19 Dec 3728.
What are the top stock holdings of UTI Nifty Next 50 Index Reg Gr?
The UTI Nifty Next 50 Index Reg Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Vedanta Ltd | 5.20% |
| Tata Motors Ltd | 3.84% |
| TVS Motor Co Ltd | 3.69% |
| Divi's Laboratories Ltd | 3.53% |
| Hindustan Aeronautics Ltd Ordinary Shares | 3.09% |
| Britannia Industries Ltd | 2.99% |
| Tata Power Co Ltd | 2.96% |
| Adani Power Ltd | 2.91% |
| Cummins India Ltd | 2.83% |
| Avenue Supermarts Ltd | 2.72% |
| Cholamandalam Investment and Finance Co Ltd | 2.71% |
| Bharat Petroleum Corp Ltd | 2.66% |
| Power Finance Corp Ltd | 2.58% |
| Varun Beverages Ltd | 2.46% |
| Indian Oil Corp Ltd | 2.36% |
| Indian Hotels Co Ltd | 2.34% |
| Samvardhana Motherson International Ltd | 2.17% |
| Bank of Baroda | 2.15% |
| HDFC Asset Management Co Ltd | 2.10% |
| CG Power & Industrial Solutions Ltd | 2.10% |
| Torrent Pharmaceuticals Ltd | 2.06% |
| Canara Bank | 1.95% |
| Jindal Steel Ltd | 1.93% |
| Pidilite Industries Ltd | 1.86% |
| Godrej Consumer Products Ltd | 1.85% |
| REC Ltd | 1.78% |
| Bajaj Holdings and Investment Ltd | 1.77% |
| LTM Ltd | 1.74% |
| GAIL (India) Ltd | 1.74% |
| United Spirits Ltd | 1.68% |
| Punjab National Bank | 1.62% |
| Muthoot Finance Ltd | 1.58% |
| Adani Energy Solutions Ltd | 1.52% |
| DLF Ltd | 1.51% |
| Union Bank of India | 1.48% |
| ABB India Ltd | 1.46% |
| Shree Cement Ltd | 1.44% |
| Solar Industries India Ltd | 1.37% |
| Adani Green Energy Ltd | 1.26% |
| Siemens Ltd | 1.21% |
| Hyundai Motor India Ltd | 1.18% |
| Bosch Ltd | 1.17% |
| Ambuja Cements Ltd | 1.14% |
| Siemens Energy India Ltd | 1.06% |
| Zydus Lifesciences Ltd | 1.02% |
| Hindustan Zinc Ltd | 1.02% |
| Lodha Developers Ltd | 0.89% |
| Indian Railway Finance Corp Ltd Ordinary Shares | 0.82% |
| Mazagon Dock Shipbuilders Ltd | 0.73% |
| Tata Capital Ltd | 0.61% |
| Net Current Assets | 0.13% |
| Havells India Ltd | - |
| JSW Energy Ltd | - |
| Life Insurance Corporation of India | - |
| Bajaj Housing Finance Ltd | - |
| ICICI Lombard General Insurance Co Ltd | - |
| Info Edge (India) Ltd | - |
In which sectors has UTI Nifty Next 50 Index Reg Gr invested in?
The UTI Nifty Next 50 Index Reg Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 13.96% |
| Communication Services | - |
| Consumer Cyclical | 14.40% |
| Consumer Defensive | 11.70% |
| Energy | 5.03% |
| Financial Services | 21.15% |
| Healthcare | 6.61% |
| Industrials | 11.43% |
| Real Estate | 2.40% |
| Technology | 1.74% |
| Utilities | 11.45% |
What is the risk level of UTI Nifty Next 50 Index Reg Gr?
This is a Index Funds fund comes with Very High Risk.
Who are the fund managers of UTI Nifty Next 50 Index Reg Gr?
UTI Nifty Next 50 Index Reg Gr fund managers are Sharwan Kumar Goyal, Ayush Jain.
Is there a minimum SIP amount to invest in UTI Nifty Next 50 Index Reg Gr?
The minimum SIP amount to start investment in UTI Nifty Next 50 Index Reg Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in UTI Nifty Next 50 Index Reg Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in UTI Nifty Next 50 Index Reg Gr on the basis of your investment objective and risk tolerance.
How to invest in UTI Nifty Next 50 Index Reg Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in UTI Nifty Next 50 Index Reg Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of UTI Nifty Next 50 Index Reg Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of UTI Nifty Next 50 Index Reg Gr?
The exit load of UTI Nifty Next 50 Index Reg Gr is as follows:
Exit load of 0.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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