{"id":247430,"date":"2026-09-15T16:26:15","date_gmt":"2026-09-15T10:56:15","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/uti-nifty-next-50-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-15T16:26:15","modified_gmt":"2026-09-15T10:56:15","slug":"uti-nifty-next-50-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/uti-nifty-next-50-index-fund-direct-growth-review-2026\/","title":{"rendered":"UTI Nifty Next 50 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/uti-nifty-next-50-index-fund-g-direct-plan\">UTI Nifty Next 50 Index Fund Direct Growth Plan<\/a> currently has an NAV of \u20b926.8014 as of 11 Sep 2026, and the scheme\u2019s AUM stands at \u20b97,546 Cr. Its 1-year, 3-year and 5-year returns are 6.7%, 16.24% and 11.57% respectively, while the risk category is High Risk.<\/p>\n<p>Our view is that this fund suits investors who want index-linked equity exposure with visible swings in shorter periods but a stronger compounding profile over 3 years and 5 years than the benchmark shown here. The portfolio is concentrated enough for the largest holdings to matter, yet it still offers exposure across 50 holdings, so it may work better for investors with a long horizon and comfort with sharp short-term moves.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-next-50-index-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-next-50-index-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-next-50-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_UTI_Nifty_Next_50_Index\" title=\"Should you BUY or HOLD UTI Nifty Next 50 Index?\">Should you BUY or HOLD UTI Nifty Next 50 Index?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-next-50-index-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-next-50-index-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-next-50-index-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-next-50-index-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-next-50-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-next-50-index-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-next-50-index-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-next-50-index-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b926.8014 as of 11 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b97,546 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.34%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>28 Jun 2018<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Index Funds<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Sharwan Kumar Goyal, Ayush Jain, Lokesh Kulthia<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Sharwan Kumar Goyal, Ayush Jain and Lokesh Kulthia.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 11 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-3.18%<\/td>\n<td>-3.66%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>0.87%<\/td>\n<td>-1.91%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>6.7%<\/td>\n<td>-7.62%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>16.24%<\/td>\n<td>6.22%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>11.57%<\/td>\n<td>5.84%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent pattern has been mixed rather than smooth. Over 1 month, the fund was still negative, but it declined a little less than the benchmark. The 3-month period improved into positive territory for the fund even as the benchmark stayed negative, which tells us the fund had a better short-run rebound.<\/p>\n<p>The 1-year figure is the clearest sign of strength in the more recent window. The fund is positive over 1 year while the benchmark is negative, so the gap is substantial and points to materially better recent compounding than the reference index used here.<\/p>\n<p>Longer-term numbers are also ahead of the benchmark. The 3-year return is 16.24% versus 6.22%, and the 5-year return is 11.57% versus 5.84%. That said, the path is not linear; the time pattern shows phases of drawdown and recovery, which is normal for an equity index strategy and consistent with the fund\u2019s High Risk label.<\/p>\n<p>In our view, the main takeaway is that the fund has been able to recover more strongly than the benchmark over medium and longer horizons, but short-term volatility remains part of the experience. Investors looking at this fund should be comfortable with the possibility that a weak month can still sit inside an otherwise stronger multi-year track record.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 11 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_UTI_Nifty_Next_50_Index\"><\/span>Should you BUY or HOLD UTI Nifty Next 50 Index?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding UTI Nifty Next 50 Index? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/uti-nifty-next-50-index-fund-g-direct-plan\">UTI Nifty Next 50 Index Fund Direct Growth Plan<\/a><\/td>\n<td>6.7%<\/td>\n<td>16.24%<\/td>\n<td>11.57%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nasdaq-100-index-fund-g-direct-plan\">ICICI Pru NASDAQ 100 Index Fund Direct Growth Plan<\/a><\/td>\n<td>32.61%<\/td>\n<td>29.92%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-india-defence-index-fund-g-direct-plan\">Motilal Oswal Nifty India Defence Index Fund Direct Growth Plan<\/a><\/td>\n<td>26.23%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-nifty-india-defence-index-fund-g-direct-plan\">Aditya Birla SL Nifty India Defence Index Fund Direct Growth Plan<\/a><\/td>\n<td>26.22%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-capital-market-index-fund-g-direct-plan\">Motilal Oswal Nifty Capital Market Index Fund Direct Growth Plan<\/a><\/td>\n<td>26.18%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-nifty-capital-markets-index-fund-g-direct-plan\">Tata Nifty Capital Markets Index Fund Direct Growth Plan<\/a><\/td>\n<td>25.91%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The short-term comparison is not especially close: the current fund\u2019s 1-year return is well below the higher 1-year figures shown by the other peer funds here, especially the thematic index strategies. However, the longer-term picture is more balanced because this fund has 3-year and 5-year returns, while most of the other peer rows do not have comparable longer-term figures. That makes the comparison split into two different stories: recent momentum versus longer-horizon continuity.<\/p>\n<p>For an investor focused on multi-year compounding, the available 3-year and 5-year numbers are useful because they show the fund has built a more complete track record than several peers in this table. For a purely recent-return screen, though, the fund looks softer than the faster-moving peers listed here.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 11 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Eq &#8211; Divis Laboratories Ltd.<\/td>\n<td>Healthcare<\/td>\n<td>4.74%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; TVS Motor Company Ltd<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>4.02%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Tata Motors Ltd<\/td>\n<td>Domestic Equities<\/td>\n<td>3.88%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Hindustan Aeronautics Ltd<\/td>\n<td>Capital Goods<\/td>\n<td>3.59%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Adani Power Ltd.<\/td>\n<td>Power<\/td>\n<td>3.24%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Cholamandalam Investment &amp; Fin<\/td>\n<td>Finance<\/td>\n<td>3.17%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Samvardhana Motherson Intl Ltd<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.97%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Torrent Pharmaceuticals Ltd.<\/td>\n<td>Healthcare<\/td>\n<td>2.93%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Cummins India Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.72%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Bharat Petroleum Corpn Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>2.59%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding is Divis Laboratories at 4.74%, so no single name dominates the portfolio outright. Even so, the first few positions still matter because the tenth holding is down to 2.59%, which shows a moderate step-down from the top of the list rather than an even spread across every position.<\/p>\n<p>The top 10 holdings account for approximately 33.85% of the portfolio, so the visible part of the portfolio is meaningful but not overwhelming on its own. With 50 total holdings disclosed, the fund is spread across a broader set of companies beyond the top 10, which may soften the impact of any single stock while still leaving the largest names influential.<\/p>\n<p>In our view, this mix suggests a portfolio that is neither highly concentrated nor fully diluted. The large holdings may contribute more noticeably to return swings, but the longer tail of positions could help reduce dependence on just a few stocks. To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/uti-nifty-next-50-index-fund-g-direct-plan\">UTI Nifty Next 50 Index Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 11 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is best suited to investors who are comfortable with High Risk equity exposure and can stay invested through sharp short-term fluctuations. The 1-year return has been positive, but the 1-month and 3-month moves show that the path can still be uneven, so a short holding period is not a good fit.<\/p>\n<p>A multi-year horizon makes more sense here because the 3-year and 5-year returns are both stronger than the benchmark shown in this review. The trade-off is straightforward: investors get index-style market participation with better medium-term compounding than the benchmark here, but they must accept volatility and periodic drawdowns along the way.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 11 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of UTI Nifty Next 50 Index Fund Direct Growth Plan?<\/strong><br \/>The current NAV is \u20b926.8014 as of 11 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The fund\u2019s 1-year return is 6.7%, its 3-year return is 16.24% and its 5-year return is 11.57%.<\/p>\n<p><strong>How does the fund compare with its benchmark?<\/strong><br \/>It has outpaced the benchmark over 1 year, 3 years and 5 years in this review. The benchmark return is -7.62% for 1 year, 6.22% for 3 years and 5.84% for 5 years.<\/p>\n<p><strong>How does it compare with the peer funds listed here?<\/strong><br \/>Its 1-year return is lower than the higher recent returns shown by the other peer funds in this table. The longer-term comparison is less direct because several peers do not have 3-year or 5-year figures available here.<\/p>\n<p><strong>Is there a minimum SIP amount?<\/strong><br \/>Yes, the minimum SIP amount is \u20b9500.<\/p>\n<p><strong>What are the risk profile, portfolio concentration and exit load?<\/strong><br \/>The fund carries a High Risk label. The top 10 holdings account for 33.85% of the portfolio, and the exit load is no exit load.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>UTI Nifty Next 50 Index Fund Direct Growth Plan has a mixed but constructive profile: the shorter recent window is uneven, yet the 3-year and 5-year returns are clearly stronger than the benchmark shown here. In the peer set, the 1-year number looks softer than the faster-moving funds listed, but the longer track record is more complete. The risk profile is High Risk, and the portfolio shows meaningful weight in the top holdings without making any single stock dominate. That makes it most relevant for investors who can hold through volatility and want multi-year equity exposure.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 15 September 2026 at 4:23 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"UTI Nifty Next 50 Index Fund Direct Growth Plan\",\"identifier\":\"uti-nifty-next-50-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"28 Jun 2018\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":26.8014,\"valueReference\":\"as of 11 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"7546 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.34\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":6.7},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":16.24},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":11.57},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Sharwan Kumar Goyal, Ayush Jain, Lokesh Kulthia\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of UTI Nifty Next 50 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b926.8014 as of 11 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year return is 6.7%, its 3-year return is 16.24% and its 5-year return is 11.57%.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with its benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outpaced the benchmark over 1 year, 3 years and 5 years in this review. The benchmark return is -7.62% for 1 year, 6.22% for 3 years and 5.84% for 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is lower than the higher recent returns shown by the other peer funds in this table. The longer-term comparison is less direct because several peers do not have 3-year or 5-year figures available here.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes, the minimum SIP amount is \u20b9500.\"}},{\"@type\":\"Question\",\"name\":\"What are the risk profile, portfolio concentration and exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund carries a High Risk label. The top 10 holdings account for 33.85% of the portfolio, and the exit load is no exit load.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>UTI Nifty Next 50 Index Fund Direct Growth Plan has a \u20b926.8014 NAV, \u20b97,546 Cr AUM, 6.7% 1Y return and a High Risk profile as of 11 Sep 2026.<\/p>\n","protected":false},"author":38,"featured_media":247429,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-247430","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["247429"],"rank_math_title":["UTI Nifty Next 50 Index Fund Review 2026"],"rank_math_description":["UTI Nifty Next 50 Index Fund Direct Growth Plan NAV is \u20b926.8014; 1Y return is 6.7% as of 11 Sep 2026."],"rank_math_focus_keyword":["UTI Nifty Next 50 Index Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/UTI_Nifty_Next_50_Index_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/247430","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=247430"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/247430\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/247429"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=247430"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=247430"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=247430"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}