The UTI BSE Sensex Next 50 ETF, managed by UTI Asset Management Company Limited, aims to replicate the total returns of the BSE Sensex Next 50 TRI index through passive investment strategies.

Utilizing a passive investment approach, the fund closely tracks the BSE Sensex Next 50 TRI index, ensuring minimal tracking error of just 0.04%, which reflects its efficient replication methodology.

The portfolio predominantly consists of equities, with major holdings like Divis Laboratories Ltd and Max Healthcare Institute Ltd, showcasing a concentration risk across top positions totaling 3.1% each.

Over the past year, the fund achieved a return of 9.5%, with a compelling 3-year CAGR of 21.6% and 5-year CAGR of 23.4%, indicating strong performance consistency across various periods.

With an AUM of ₹28.94 Cr and a low expense ratio of 0.2%, the fund remains accessible and cost-effective, supported by experienced management since 2019 and 2022.