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    • UTI Nifty200 Momentum 30 Index Fund (Growth)
    UTI Mutual Fund

    UTI Nifty200 Momentum 30 Index Fund (Growth)

    OtherOther

    13.1655

    NAV (Sep 21)

    31.7%
    Till Date CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    0 Years.

    Relative Size

    489 Cr.

    Category View

    .

    Consistency Of Performance

    .

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    13.1655

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    NA
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    31.7%
    6 Month CAGR
    34.7%
    info-icon-blue

    Scheme Information

    Investment Objective

    The investment objective of the scheme is to provide returns that,before expenses,closely correspond to the total returns of the securities as represented by the underlying index,subject to tracking error However,there is no guarantee or assurance that the investment objective of the scheme will be achieved.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    0.9
    Launched (0y ago)
    Mar 10, 2021
    AUM in Crores
    488.743
    ISIN
    INF789F1AUS7
    Lock-in
    No Lock-in
    Benchmark
    Nifty200 Momentum 30
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Sharwan Kumar Goyal

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
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      One click investing tracking
    comparison

    Comparison with Other Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Principal Retirement Sav Conservative fund (G)

    ₹ 1 cr

    0

    ₹ 188 cr

    0

    ₹ 14 cr

    0

    ₹ 6 cr

    0

    ₹ 16 cr

    0

    amc-icon

    About the AMC

    UTI Asset Management Company Ltd

    UTI Asset Management Co Ltd manages assets worth 175,317 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 59 equity,485 debt and 34 hybrid funds.

    amc-img

  • tel-amc-about
    022-62278000
  • mail-amc-about
    invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    UTI Nifty Index Fund (G)

    recommended-badge

    17.3%

    12.1%

    top-ranked-badge

    17.3%

    12.1%

    top-ranked-badge

    17.3%

    12.1%

    top-ranked-badge

    2.7%

    7.1%

    top-ranked-badge

    5.1%

    7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About UTI Nifty200 Momentum 30 Index Fund (G)

    About UTI Nifty200 Momentum 30 Index Fund (G)

    UTI Nifty200 Momentum 30 Index Fund (G) is a Other Other fund and has delivered an annualised return of 31.7% over a period of 0 years. . The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Sharwan Kumar Goyal

    UTI Nifty200 Momentum 30 Index Fund (G) Investment Objective

    The investment objective of the scheme is to provide returns that,before expenses,closely correspond to the total returns of the securities as represented by the underlying index,subject to tracking error However,there is no guarantee or assurance that the investment objective of the scheme will be achieved. . However, there is no assurance that the objective of the scheme will be realized.

    UTI Nifty200 Momentum 30 Index Fund (G) NAV,AUM,Risk

    The UTI Nifty200 Momentum 30 Index Fund (G) fund was launched on Mar 10, 2021. The NAV (Net Asset Value) of this Other Other fund as of 2021-09-21 is ₹13.17. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹488.743. The category risk of the UTI Nifty200 Momentum 30 Index Fund (G) fund is Very High Risk. The fund charges 0.9 % as expense ratio.

    UTI Nifty200 Momentum 30 Index Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 100% in this asset class. The top three holdings of the fund are , hindalco industries ltd , tata steel ltd , bajaj finance ltd , wipro ltd , vedanta ltd , infosys ltd , asian paints ltd , adani ports & special economic zone ltd , adani enterprises ltd , state bank of india , grasim industries ltd , jsw steel ltd , upl ltd , apollo hospitals enterprise ltd , tata motors ltd , mindtree ltd , steel authority of india ltd , deepak nitrite ltd , tata power co ltd , cholamandalam investment and finance co ltd , havells india ltd , jindal steel & power ltd , voltas ltd , nmdc ltd , tata chemicals ltd , balkrishna industries ltd , gujarat gas ltd , l&t technology services ltd , cadila healthcare ltd , bharat heavy electricals ltd

    UTI Nifty200 Momentum 30 Index Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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