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

UTI Nifty200 Momentum 30 Index Fund (Growth)

EquityLarge Cap

23.1516

NAV (May 22)

30%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

23.1516

NAV (May 22)

Fund Returns

Last 1Y
72.8%
Last 3Y
26.8%
Last 5Y
NA
Last 10Y
NA
Since Inception
30%
6 Month CAGR
41.3%

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.

Expense Ratio
0.92
Launched (3y ago)
Mar 10, 2021
AUM in Crores
5496.242
ISIN
INF789F1AUS7
Lock-in
No Lock-in
Benchmark
Nifty200 Momentum 30 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
17.2
Standard Deviation (5yr)
0
Beta (3yr)
1
Beta (5yr)
0
Sharpe Ratio (3yr)
1.124
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Sharwan Kumar Goyal

Fund Manager

Ayush Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Nifty200 Momentum 30 Index Fund (Growth)70%14,69,623 7,37,01126.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-05-22

Top Stock Holdings

trent ltd

6.1%
6.1%

tata motors ltd

5.8%
5.8%

bajaj auto ltd

5.7%
5.7%

hindustan aeronautics ltd ordinary shares

5.7%
5.7%

coal india ltd

5.1%
5.1%
See all holdings

Allocation by Sector

consumer cyclical

27.6%
27.6%

industrials

21.2%
21.2%

healthcare

17.3%
17.3%

financial services

13%
13%

energy

5.1%
5.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 18,691 cr

₹ 22,471 cr

₹ 14,859 cr

₹ 42,664 cr

₹ 63,933 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 226,382 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.6%

6.9%

5.9%

7.3%

15.2%

11.9%

5.6%

6.8%

17.8%

15.2%

UTI Nifty200 Momentum 30 Index Fund (G) Review

UTI Nifty200 Momentum 30 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 30% over a period of 3 years. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Ayush Jain, Sharwan Kumar Goyal.

Nav of UTI Nifty200 Momentum 30 Index Fund (G) as of 5/22/2024 is ₹23.15 with the total AUM as of 5/23/2024 is ₹5496.242. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Nifty200 Momentum 30 Index Fund (G) was launched on Mar 10, 2021. The category risk of the fund is Very High Risk.

The minimum SIP amount for UTI Nifty200 Momentum 30 Index Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

UTI Nifty200 Momentum 30 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty200 Momentum 30 TR INR.

UTI Nifty200 Momentum 30 Index Fund (G) is rated as a 0 fund in Equity and delivered 72.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Nifty200 Momentum 30 Index Fund (G).

Frequently Asked Questions

What is UTI Nifty200 Momentum 30 Index Fund (G)?

UTI Nifty200 Momentum 30 Index Fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Nifty200 Momentum 30 Index Fund (G)?

You can invest in UTI Nifty200 Momentum 30 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of UTI Nifty200 Momentum 30 Index Fund (G)?

The minimum sip amount for UTI Nifty200 Momentum 30 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is UTI Nifty200 Momentum 30 Index Fund (G) good to invest in?

As per Scripbox experts, UTI Nifty200 Momentum 30 Index Fund (G) is a Not Reviewed Yet fund. You can investUTI Nifty200 Momentum 30 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the UTI Nifty200 Momentum 30 Index Fund (G)?

The expense ratio of the UTI Nifty200 Momentum 30 Index Fund (G) is 0.92% for regular plan.