- Mutual Funds
- UTI Mutual Fund
- UTI Nifty200 Momentum 30 Index Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.7756
NAV (Dec 6)
Fund Returns
Last 1Y | 29.3% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 23.2% |
6 Month CAGR | 26.9% |
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 (2y ago) | Mar 10, 2021 |
AUM in Crores | 2657.809 |
ISIN | INF789F1AUS7 |
Lock-in | No Lock-in |
Benchmark | Nifty200 Momentum 30 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
tvs motor co ltd
5.7%bajaj auto ltd
5.5%power finance corp ltd
5.4%rec ltd
5.2%cholamandalam investment and finance co ltd
4.9%Allocation by Sector
financial services
32.4%industrials
27.2%consumer cyclical
21.1%consumer defensive
8.9%healthcare
7.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 6.8% | ||
5.3% | 7.2% | ||
17.3% | 11.8% | ||
20% | 15% | ||
11.9% | 9% |
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 23.2% over a period of 2 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 12/6/2023 is ₹17.78 with the total AUM as of 12/7/2023 is ₹2657.809. 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 29.3% 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 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.