- Mutual Funds
- UTI Mutual Fund
- UTI Nifty200 Momentum 30 Index Fund (Growth)
Scripbox recommends other funds for investment in large cap.
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Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Track Record
1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
Relative Size
1,478 Cr. Medium within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.0725
NAV (Jun 24)
Fund Returns
Last 1Y | -6.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8.2% |
6 Month CAGR | -19.7% |
Scheme Information
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 (1y ago) | Mar 10, 2021 |
AUM in Crores | 1477.882 |
ISIN | INF789F1AUS7 |
Lock-in | No Lock-in |
Benchmark | Nifty200 Momentum 30 |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
adani enterprises ltd
7.1%tata power co ltd
6.1%state bank of india
5.9%bharti airtel ltd
5.9%titan co ltd
5.4%Allocation by Sector
technology
25.4%basic materials
15.8%consumer cyclical
10.7%financial services
10.5%industrials
8.1%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,202 cr | |||
₹ 13,023 cr | |||
₹ 13,023 cr | |||
₹ 4,202 cr | |||
₹ 4,202 cr |
About the AMC
UTI Asset Management Company Ltd
UTI Asset Management Co Ltd manages assets worth 181,279 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,485 debt and 34 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.1% | 6.9% | ||
- | 8.2% | ||
11.2% | 11.1% | ||
13.6% | 14.2% | ||
12.3% | 15.4% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsUTI 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 8.2% over a period of 1 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 6/24/2022 is ₹11.07 with the total AUM as of 6/27/2022 is ₹1477.882. 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.
UTI Nifty200 Momentum 30 Index Fund (G) is rated as a 4 fund in Equity and delivered -6.8% 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)?
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 Top Ranked 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.