UTI BSE Sensex Next 50 ETF-Growth
Equity: Large Cap - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Large CapBenchmark: BSE Sensex Next 50 Total Return IndexCheck Portfolio Overlap →
₹94.34+0.43%
21 Sept 2026
Tracking Difference
Annualised return gap between UTI BSE Sensex Next 50 ETF-Growth and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.
| Name | 1 Y | 3 Y | 5 Y | 10 Y |
|---|---|---|---|---|
| Fund | -0.21% | -0.20% | -0.20% | - |
| Avg. of funds with same benchmark | -0.21% | -0.20% | -0.20% | - |
Rolling Returns Analysis
Rolling annualized returns of UTI BSE Sensex Next 50 ETF-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 23 Mar, 2020 - 21 Sep, 2026 | 29 Mar, 2022 - 21 Sep, 2026 | 05 Apr, 2024 - 21 Sep, 2026 | 16 Apr, 2026 - 21 Sep, 2026 |
| Average returns | 20.44% | 21.17% | 21.61% | 16.36% |
| Standard deviation | 24.11% | 4.04% | 3.98% | 0.91% |
| Best returns | 92.90% 1 year ending on 25 Mar, 2021 | 33.13% 3 years ending on 03 Apr, 2023 | 32.05% 5 years ending on 15 Apr, 2025 | 18.10% 7 years ending on 21 Sep, 2026 |
| Worst returns | -38.96% 1 year ending on 23 Mar, 2020 | 9.20% 3 years ending on 17 Jun, 2022 | 14.08% 5 years ending on 31 Mar, 2026 | 14.81% 7 years ending on 12 May, 2026 |
| Period with positive return | 84.58% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 69.90% | 100.00% | 100.00% | 100.00% |
| Period with return > 10% | 56.22% | 99.55% | 100.00% | 100.00% |
| Period with return > 15% | 45.21% | 92.25% | 98.52% | 94.50% |
| Beat % Category | 69.53% | 97.39% | 100.00% | 100.00% |
| Beat % Benchmark | 70.15% | 91.88% | 99.84% | 100.00% |
Trailing Returns
Point-to-point returns of UTI BSE Sensex Next 50 ETF-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
15%
0.7%
-5.0%
-7.1%
YTD
-2.4%
-3.1%
-3.3%
1 M
11.9%
5.2%
4.2%
6 M
2.1%
-3.0%
-4.3%
1 Y
16.3%
10.0%
8.9%
3 Y
14.1%
8.5%
7.8%
5 Y
11.6%
11.9%
10 Y
Fund
Equity: Large Cap
BSE Sensex Next 50 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 0.70% | -2.38% | 11.93% | 2.13% | 16.27% | 14.07% | - | 14.69% |
| Equity: Large Cap | -5.03% | -3.13% | 5.20% | -3.00% | 9.97% | 8.55% | 11.60% | - |
| BSE Sensex Next 50 Total Return Index | -7.14% | -3.26% | 4.15% | -4.30% | 8.87% | 7.83% | 11.88% | - |
| Rank in category | 36 | 6 | 33 | 33 | 22 | 1 | - | - |
| Funds in category | 165 | 177 | 168 | 160 | 124 | 101 | 67 | - |
Period Returns
Calendar-year, quarterly and monthly return history of UTI BSE Sensex Next 50 ETF-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of UTI BSE Sensex Next 50 ETF-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of UTI BSE Sensex Next 50 ETF-Growth?
UTI BSE Sensex Next 50 ETF-Growth has delivered a 1-year return of 2.13% as of 20 Sep 2026. During the same period, its benchmark BSE Sensex Next 50 Total Return Index returned -4.30%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of UTI BSE Sensex Next 50 ETF-Growth?
UTI BSE Sensex Next 50 ETF-Growth has delivered a 3-year CAGR of 16.27% as of 20 Sep 2026. Its benchmark BSE Sensex Next 50 Total Return Index returned 8.87% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year ETF performance as it smooths out year-to-year volatility.
What are the 5-year returns of UTI BSE Sensex Next 50 ETF-Growth?
UTI BSE Sensex Next 50 ETF-Growth has delivered a 5-year CAGR of 14.07% as of 20 Sep 2026. Its benchmark BSE Sensex Next 50 Total Return Index returned 7.83% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of UTI BSE Sensex Next 50 ETF-Growth since inception?
Since its launch on 12 Mar 2019, UTI BSE Sensex Next 50 ETF-Growth has delivered a CAGR of 14.69%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has UTI BSE Sensex Next 50 ETF-Growth performed vs its category over the long term?
Over the long term, UTI BSE Sensex Next 50 ETF-Growth has ranked 22 out of 124 funds in the Equity: Large Cap category on a 3-year basis, and 1 out of 101 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of UTI BSE Sensex Next 50 ETF-Growth?
The Sharpe ratio of UTI BSE Sensex Next 50 ETF-Growth is 0.68 (as of 20 Sep 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of UTI BSE Sensex Next 50 ETF-Growth?
The 3Y alpha of UTI BSE Sensex Next 50 ETF-Growth is 5.59% (as of 20 Sep 2026). Alpha measures the excess return generated by the fund over and above its benchmark BSE Sensex Next 50 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of UTI BSE Sensex Next 50 ETF-Growth?
The beta of UTI BSE Sensex Next 50 ETF-Growth is 1.21 (as of 20 Sep 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark BSE Sensex Next 50 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. UTI BSE Sensex Next 50 ETF-Growth's beta of 1.21 indicates it is more aggressive than its benchmark.
What are the rolling returns of UTI BSE Sensex Next 50 ETF-Growth?
The average 1-year and 3-year rolling returns of UTI BSE Sensex Next 50 ETF-Growth is 20.44% and 21.17% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.