UTI Nifty Next 50 Index Fund Direct Growth

Scheme code: INF789FC12T1 NAV value: ₹ 23.5979 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-4.55	80.19	41.91	19.29
3 year	8.71	28.10	18.10	16.92
5 year	7.54	28.48	17.35	14.48

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	41.91
3 year	6.28	33.32	15.79	18.1
5 year	3.54	26.02	13.5	17.35
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	41.91
3 year	9.08	58.7	29.31	18.1
5 year	3.67	48	18.04	17.35
7 year	3.8	31.03	14.14
10 year	3.8	28.93	12.39
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	41.91
3 year	7.68	33.37	17.09	18.1
5 year	2.35	27.63	13.51	17.35
7 year	3.76	16.01	12.07
10 year	3.56	16.94	10.92
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	41.91
3 year	8.04	34.46	18.26	18.1
5 year	3.37	28.64	14.21	17.35
7 year	3.97	16.42	12.41
10 year	3.53	17.72	11.22
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

- Average return: 41.91% - Median return: 51.89% - Average standard deviation: 7.11

- Average return: 18.1% - Median return: 18.22% - Average standard deviation: 2.08

- Average return: 17.35% - Median return: 18.12% - Average standard deviation: 1.33

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,56,943	1,56,943	13.08
3 year	36,00,000	47,45,413	11,45,413	9.65
5 year	60,00,000	1,00,03,309	40,03,309	10.77

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,56,943 - Absolute Returns: ₹1,56,943 - CAGR: 13.08%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,45,413 - Absolute Returns: ₹11,45,413 - CAGR: 9.65%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,00,03,309 - Absolute Returns: ₹40,03,309 - CAGR: 10.77%