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Overlap AnalysisRisk ProfilingFund Recommendations
Index Funds - Equity FundsRegular Plan

UTI - Nifty Next 50 Index Fund

UTI Mutual Fund

Current NAV

₹24.0123

▼ -2.65% (1Y)

As of 28-10-2026

Fund Size

Expense Ratio

Min SIP

Min Lumpsum

ISIN

Launched

Benchmark

Exit Load

Regular Plan

Curated and distributed through AMFI-registered distributors. Invest with confidence — Finadore · ARN-300809.

Trailing Returns

1W

0.51%

1M

4.29%

3M

7.23%

6M

4.40%

1Y

2.65%

3Y CAGR

15.44% p.a.

5Y CAGR

9.94% p.a.

Since Inception

—

NAV History

28-1018-1211-0207-0401-0622-0710-09₹20.00₹22.00₹24.00₹26.00₹28.00
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Tax Treatment

FY 2024-25 onward

< 1 Year

20% Short Term Capital Gains (STCG)

> 1 Year

12.5% Long Term Capital Gains (LTCG) above ₹1.25L

ELSS

3-year lock-in. LTCG applies after lock-in

Tax rates are applicable on capital gains at the time of redemption. Dividends are taxed at applicable income tax slab rates. Consult a tax advisor for personalized advice.

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future returns. Returns above 1 year are CAGR. NAV data: AMFI India. Holdings & ratios: mfdata.in. Finadore is an AMFI-registered Mutual Fund Distributor (ARN-300809).

Fund Information

Fund HouseUTI Mutual Fund
CategoryIndex Funds - Equity Funds
TypeOpen Ended Schemes
PlanRegular Plan
Launch Date29-06-2018
Scheme Code143340

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Expert guidance, SIP setup and portfolio review. AMFI Registered · ARN-300809

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Investment Returns Calculator

What ₹X invested in UTI - Nifty Next 50 Index Fund in the past would be worth today

₹10,000

Amount Invested

₹10,000

on 27-10-2023

Current Value

₹15,393

as of 28-10-2026

Total Gain

+₹5,393

Absolute Return

+53.93%

CAGR

+15.44% p.a.

Bought @ ₹15.5999 · 641.0298 unitsCurrent NAV ₹24.0123

* Based on actual historical NAV data. Past performance is not indicative of future returns. Assumes lumpsum investment.

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