UTI Nifty Next 50 Exchange Traded Fund
UTI Nifty Next 50 Exchange Traded Fund is a index funds etfs fund of UTI Asset Mgmt. Co. Ltd. with ₹2,173 cr under management. Its direct plan charges 0.00% a year. Sharwan Kumar Goyal has managed it for 9.2 years.
Has UTI Nifty Next 50 Exchange Traded Fund beaten its benchmark?
+2.08% over the last year on the direct plan.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −4.25% | −3.60% | — |
| 3 months | −4.05% | −5.03% | — |
| 6 months | +1.16% | −1.83% | — |
| 1 year | +2.08% | −4.06% | +6.14 pts |
| 3 years | +15.99% | +9.27% | +6.72 pts |
| 5 years | +9.99% | +8.00% | +1.99 pts |
| 10 years | — | +12.69% | — |
| Since start from 7 Aug 2017 | −13.58% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | — | +1.40% | +1.43% | — | — |
| 3y | — | +15.91% | +15.98% | — | — |
| 5y | — | +10.14% | +10.24% | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Aug 2017 to 14 Oct 2026₹100 put in at the start of Aug 2017 would be ₹27 on 14 Oct 2026, against ₹279 in the Nifty 500 TRI.
What does UTI Nifty Next 50 Exchange Traded Fund cost?
0.00% a year on the direct plan, 0.22% on the regular plan.
Who manages UTI Nifty Next 50 Exchange Traded Fund?
Sharwan Kumar Goyal, since 1 Aug 2017; Ayush Jain, since 2 May 2022; Lokesh Kulthia, since 19 Jun 2026.
What does UTI Nifty Next 50 Exchange Traded Fund hold?
51 holdings as of 30 Sep 2026; the ten largest are 33.7% of the fund, the largest EQ - DIVIS LABORATORIES LTD. at 4.8%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does UTI Nifty Next 50 Exchange Traded Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is UTI Nifty Next 50 Exchange Traded Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages UTI Nifty Next 50 Exchange Traded Fund?
Sharwan Kumar Goyal (manager) since 1 Aug 2017; Ayush Jain (manager) since 2 May 2022; Lokesh Kulthia (manager) since 19 Jun 2026.
What is the expense ratio of UTI Nifty Next 50 Exchange Traded Fund?
0.00% a year on the direct plan and 0.22% on the regular plan (expense report, Oct 2026).
See UTI Nifty Next 50 Exchange Traded Fund beside your own funds in Valarth
