Should I invest in UTI Nifty Next 50 Index Fund?

We don't give personal investment advice. UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 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: 26.6%. 5-year CAGR: 12.64%.

UTI

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Latest NAV

₹24.8817

As of

3 Jun 2026

1,949 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	+0.28%	+0.28%	0.00	101 / 291	Q2
1W	-1.18%	-0.98%	-0.20	141 / 291	Q2
2W	+1.63%	+0.23%	+1.40	23 / 291	Q1
1M	-0.25%	-0.27%	+0.02	170 / 289	Q3
3M	+2.23%	+0.47%	+1.76	68 / 281	Q1
6M	+1.42%	-1.88%	+3.30	111 / 273	Q2
YTD	+0.72%	-2.01%	+2.74	128 / 275	Q2
1Y	+4.86%	+1.49%	+3.37	81 / 254	Q2
2Y	-0.25%	+3.75%	-4.00	125 / 159	Q4
3Y	+18.33%	+10.70%	+7.63	19 / 126	Q1
4Y	+16.34%	+12.13%	+4.21	12 / 53	Q1
5Y	+12.64%	+11.33%	+1.31	9 / 25	Q2
7Y	+14.11%	+12.32%	+1.79	1 / 6	Q1
10Y	—	—	—	—	—
Inception	+12.19%	+5.52%	+6.67	47 / 291	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	+0.72%	-2.06%	+2.79	126 / 273
2025	+1.76%	+5.14%	-3.38	155 / 211
2024	+27.18%	+13.66%	+13.52	6 / 136
2023	+26.18%	+20.09%	+6.09	29 / 94
2022	+0.10%	+1.07%	-0.97	23 / 31
2021	+28.66%	+28.77%	-0.12	4 / 12
2020	+14.88%	+15.26%	-0.38	5 / 9
2019	+1.18%	+6.70%	-5.52	4 / 4
2018	—	—	—	—

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

+15.86%

85 windows

min -27.1% · max 67.8%

69% positive

3-Year rolling

+17.06%

61 windows

min 9.5% · max 23.7%

100% positive

5-Year rolling

+17.31%

36 windows

min 8.0% · max 23.2%

100% positive

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

7-Year rolling

+13.70%

12 windows

min 12.0% · max 15.1%

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

18.13%

3-year · annualised

Sharpe ratio

0.67

vs risk-free 6.5%

Sortino ratio

1.07

Downside-only deviation

Max drawdown

-26.59%

Sep 2024 → Feb 2025

% positive months

75.0%

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 Index Fund

Scheme	Fund house	NAV	As of
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Nippon India	₹24.9858	3 Jun 2026
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	SBI	₹18.9800	3 Jun 2026
Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth	Bandhan	₹9.9885	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Aditya Birla Sun Life	₹24.3221	3 Jun 2026
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹23.9759	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-GROWTH	Kotak	₹11.3420	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - Growth	Edelweiss	₹15.8655	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Regular - Growth	DSP	₹10.1040	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth	HSBC	₹29.7335	3 Jun 2026
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹10.5839	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹24.8817
2 Jun 2026	₹24.9747
1 Jun 2026	₹24.9062
29 May 2026	₹25.3176
27 May 2026	₹25.6320
26 May 2026	₹25.2720
25 May 2026	₹25.2263
22 May 2026	₹24.8546
21 May 2026	₹24.7562
20 May 2026	₹24.7053

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 Nifty Next 50 Index Fund - Regular Plan - Growth Option is ₹24.8817. It's a Index Fund from UTI, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option has NAV history starting from 29 Jun 2018, a track record of about 7 years 11 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 Nifty Next 50 Index Fund - Regular Plan - Growth Option is managed by UTI. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option has delivered a absolute return of 4.86% — +3.37 pp ahead of the Index Fund category average of 1.49%. The fund ranks #81 of 254 in its category — the second (Q2) quartile.

Over the trailing 3-year window, UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option has delivered a CAGR of 18.33% — +7.63 pp ahead of the Index Fund category average of 10.70%. The fund ranks #19 of 126 in its category — the top (Q1) quartile.

Over the trailing 5-year window, UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option has delivered a CAGR of 12.64% — +1.31 pp ahead of the Index Fund category average of 11.33%. The fund ranks #9 of 25 in its category — the second (Q2) quartile.

₹1 lakh invested in UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option exactly 5 years ago would be worth approximately ₹181,319 today — a multiplier of 1.81×, based on the 5-year CAGR of 12.64%. The category average over the same window would have grown ₹1 lakh to ₹171,030.

A ₹10,000 monthly SIP in UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹829,454 today. That's an XIRR (money-weighted annualised return) of 12.90%.

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,431,972 — XIRR 14.96%.

On a 5-year basis, UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option ranks #9 out of 25 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.33%; this fund delivered 12.64%.

The worst peak-to-trough decline UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 26.59% — 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 Nifty Next 50 Index Fund - Regular Plan - Growth Option averaged 17.31% (best 23.19%, worst 8.00%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.41 — weak risk-adjusted performance.

In calendar year 2025, UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option returned 1.76% — lagging the Index Fund category average of 5.14% by 3.38 pp. It ranked #155 of 211 in its category that year.

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 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 Nifty Next 50 Index Fund - Regular Plan - Growth Option 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: 26.6%. 5-year CAGR: 12.64%.

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

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Index Fund

Recent NAVs

Frequently asked questions

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