Should I invest in UTI - BSE Sensex Next 50 Exchange Traded Fund?

We don't give personal investment advice. UTI - BSE Sensex Next 50 Exchange Traded Fund is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.7%. 5-year CAGR: 15.28%.

UTI

UTI - BSE Sensex Next 50 Exchange Traded Fund

Unit split applied to historical metrics

This scheme had a 0.1× unit consolidation on 22 Feb 2021. Returns, SIP simulations and risk metrics on this page are split-adjusted — they reflect what a real investor's portfolio experienced (a consolidation doesn't change portfolio value, only the unit count and per-unit NAV).

Latest NAV

₹89.7876

As of

3 Jun 2026

1,782 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.47%	+0.40%	+0.07	96 / 278	Q2
1W	-1.34%	-1.18%	-0.16	107 / 277	Q2
2W	+0.93%	+0.22%	+0.71	59 / 276	Q1
1M	-0.16%	+0.13%	-0.29	122 / 272	Q2
3M	+0.24%	-0.73%	+0.97	112 / 268	Q2
6M	-3.30%	-0.31%	-2.99	130 / 255	Q3
YTD	-3.45%	-2.50%	-0.95	132 / 258	Q3
1Y	+2.26%	+10.97%	-8.71	97 / 226	Q2
2Y	+4.74%	+6.94%	-2.20	58 / 179	Q2
3Y	+18.47%	+14.13%	+4.34	45 / 147	Q2
4Y	+18.06%	+13.79%	+4.27	24 / 116	Q1
5Y	+15.28%	+10.71%	+4.57	11 / 89	Q1
7Y	+15.29%	+11.79%	+3.51	9 / 63	Q1
10Y	—	—	—	—	—
Inception	+14.75%	+11.30%	+3.45	59 / 278	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.45%	-2.52%	-0.93	131 / 257
2025	+7.31%	+16.95%	-9.64	112 / 192
2024	+25.93%	+15.68%	+10.25	21 / 155
2023	+34.45%	+24.57%	+9.88	28 / 133
2022	+4.97%	+3.53%	+1.44	49 / 104
2021	+29.57%	+23.86%	+5.71	24 / 80
2020	+16.18%	+12.21%	+3.97	23 / 67
2019	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+20.38%

76 windows

min -35.2% · max 83.2%

82% positive

3-Year rolling

+20.85%

52 windows

min 11.0% · max 28.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+21.76%

28 windows

min 15.3% · max 26.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+14.93%

3 windows

min 13.6% · max 15.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

15.71%

3-year · annualised

Sharpe ratio

0.75

vs risk-free 6.5%

Sortino ratio

1.19

Downside-only deviation

Max drawdown

-20.68%

Sep 2024 → Feb 2025

% positive months

77.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ETF

Scheme	Fund house	NAV	As of
Nippon India ETF BSE Sensex Next 50	Nippon India	₹87.9246	3 Jun 2026
SBI BSE Sensex Next 50 ETF	SBI	₹900.5480	3 Jun 2026
ICICI Prudential BSE Midcap Select ETF	ICICI Prudential	₹18.1749	3 Jun 2026
MOTILAL OSWAL NIFTY NEXT 50 ETF	Motilal Oswal	₹69.5422	3 Jun 2026
Mirae Asset Nifty Midcap 150 ETF	Mirae Asset	₹22.6755	3 Jun 2026
Kotak Nifty Midcap 150 ETF	Kotak	₹22.5460	3 Jun 2026
DSP Nifty Midcap 150 ETF	DSP	₹22.2367	3 Jun 2026
UTI Nifty Midcap 150 Exchange Traded Fund	UTI	₹224.1896	3 Jun 2026
Aditya Birla Sunlife Nifty Next 50 ETF		₹73.3445	3 Jun 2026
Groww Nifty 200 ETF	Groww	₹10.9532	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹89.7876
2 Jun 2026	₹90.4833
1 Jun 2026	₹90.0600
29 May 2026	₹91.3665
27 May 2026	₹92.5311
26 May 2026	₹91.7162
25 May 2026	₹91.5453
22 May 2026	₹90.4290
21 May 2026	₹89.9377
20 May 2026	₹89.8794

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of UTI - BSE Sensex Next 50 Exchange Traded Fund is ₹89.7876. It's a ETF from UTI, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

UTI - BSE Sensex Next 50 Exchange Traded Fund has NAV history starting from 12 Mar 2019, a track record of about 7 years 2 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

UTI - BSE Sensex Next 50 Exchange Traded Fund is managed by UTI. It's classified by AMFI under the 'ETF' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, UTI - BSE Sensex Next 50 Exchange Traded Fund has delivered a absolute return of 2.26% — -8.71 pp behind the ETF category average of 10.97%. The fund ranks #97 of 226 in its category — the second (Q2) quartile.

Over the trailing 3-year window, UTI - BSE Sensex Next 50 Exchange Traded Fund has delivered a CAGR of 18.47% — +4.34 pp ahead of the ETF category average of 14.13%. The fund ranks #45 of 147 in its category — the second (Q2) quartile.

Over the trailing 5-year window, UTI - BSE Sensex Next 50 Exchange Traded Fund has delivered a CAGR of 15.28% — +4.57 pp ahead of the ETF category average of 10.71%. The fund ranks #11 of 89 in its category — the top (Q1) quartile.

₹1 lakh invested in UTI - BSE Sensex Next 50 Exchange Traded Fund exactly 5 years ago would be worth approximately ₹203,617 today — a multiplier of 2.04×, based on the 5-year CAGR of 15.28%. The category average over the same window would have grown ₹1 lakh to ₹166,336.

A ₹10,000 monthly SIP in UTI - BSE Sensex Next 50 Exchange Traded Fund over the last 5 years — total invested ₹600,000 — would be worth ₹861,246 today. That's an XIRR (money-weighted annualised return) of 14.43%.

UTI - BSE Sensex Next 50 Exchange Traded Fund doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,549,158 — XIRR 17.17%.

On a 5-year basis, UTI - BSE Sensex Next 50 Exchange Traded Fund ranks #11 out of 89 funds in the ETF category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.71%; this fund delivered 15.28%.

The worst peak-to-trough decline UTI - BSE Sensex Next 50 Exchange Traded Fund has experienced over the last 5-year window is 20.68% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, UTI - BSE Sensex Next 50 Exchange Traded Fund averaged 21.76% (best 26.93%, worst 15.28%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.57 — reasonable risk-adjusted performance.

In calendar year 2025, UTI - BSE Sensex Next 50 Exchange Traded Fund returned 7.31% — lagging the ETF category average of 16.95% by 9.64 pp. It ranked #112 of 192 in its category that year.

UTI - BSE Sensex Next 50 Exchange Traded Fund doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. UTI - BSE Sensex Next 50 Exchange Traded Fund is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.7%. 5-year CAGR: 15.28%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

UTI - BSE Sensex Next 50 Exchange Traded Fund

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in ETF

Recent NAVs

Frequently asked questions

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