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

Index Fund • OPEN
NAV as of May 13, 2026
₹25.63
1 day change
Returns since inception
12.69%
CAGR
AUM (Fund size)
₹6,561 Cr
NAV: ₹ 25.63
as on May 13, 2026
UTI-Nifty Next 50 Index Fund - Direct (G)

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

AUM (Fund size) ₹ 6,561 Cr
Expense ratio 0.40 %
Exit load Nil
Plan type Direct Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty Next 50 TRI
Min. investment SIP: ₹500    Lumpsum: ₹1,000
Age 7 yrs 11 m since Jun 08, 2018
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Finance
11.85%
Power
8.65%
Banks
7.20%
Pharmaceuticals & Biotech
6.61%
Electrical Equipments
5.83%

Top Holdings

Vedanta 5.20%
Tata Motors 3.84%
TVS Motor Co. 3.69%
Divi's Lab. 3.53%
Hind.Aeronautics 3.09%
Britannia Inds. 2.99%
Tata Power Co. 2.96%
Adani Power 2.91%
Cummins India 2.83%
Avenue Super. 2.72%

Peer Comparison

Fund Name 1Y 3Y 5Y
UTI-Nifty Next 50 Index Fund - Direct (G) 7.05% 19.75% 14.29%

Scheme Information

UTI-Nifty Next 50 Index Fund - Direct (G) was launched on 08/06/2018. The fund manages ₹6,561 Cr in assets. Its current expense ratio is 0.40%.

Fund Manager: Sharwan Kumar Goyal

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

The current expense ratio of UTI-Nifty Next 50 Index Fund - Direct (G) is 0.40%.

The AUM of UTI-Nifty Next 50 Index Fund - Direct (G) is ₹6,561 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, UTI-Nifty Next 50 Index Fund - Direct (G) allows both SIP and lump sum investments.

The latest NAV is ₹25.63.

Minimum SIP starts from ₹500.

Redemption can be done via AMC website or your investment platform.

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