- Mutual Funds
- UTI Mutual Fund
- UTI Nifty200 Momentum 30 Index Fund (G)
UTI Nifty200 Momentum 30 Index Fund (G)
₹ 18.2
NAV (Apr 11)
View Less
UTI Nifty200 Momentum 30 Index Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment3,53,436
Wealth Gained10,86,048
Total Corpus Created (₹)
With CAGR of 15.761 % in 5 yearsHistorical NAV
₹ 18.1967
NAV (Apr 11)
Fund Returns
Last 1Y | -14.8% |
Last 3Y | 9.1% |
Last 5Y | - |
Last 10Y | - |
Since Inception | 15.8% |
6 Month CAGR | -28% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 0.92 % |
Launched 4Y ago | 2021-03-10 |
AUM in Crores | 7352.9 |
ISIN | INF789F1AUS7 |
Lock-in (days) | No Lock-in |
Benchmark | Nifty 200 Momentum 30 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 20.1 |
Beta | 1.3 |
Sharpe Ratio | 0.4 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund (G) | 9,15,173 | 1,82,561 | 9.1% | |
| 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
Tata Motors Ltd.
5.73%NTPC Ltd.
5.45%Trent Ltd.
5.17%Adani Ports and Special Economic Zone Ltd.
5.1%Bharti Airtel Ltd.
4.98%
Allocation by Sector
Technology
25.18%Services
24.7%Healthcare
14.43%Capital Goods
10.67%Automobile
7.84%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr | ||
₹ 49,131 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
9% | 7.1% | ||
6.7% | 6.8% | ||
6.9% | 7.2% | ||
6.3% | 6% | ||
17.3% | 13.5% |
UTI Nifty200 Momentum 30 Index Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment3,53,436
Wealth Gained10,86,048
Total Corpus Created (₹)
With CAGR of 15.761 % in 5 yearsUTI Nifty200 Momentum 30 Index Fund (G) Review
UTI Nifty200 Momentum 30 Index Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 15.76% over 4 years. The fund has grown over a period of 4 years. The fund is managed by UTI Mutual Fund. The fund managers are Ayush Jain, Sharwan Kumar Goyal.
Nav of UTI Nifty200 Momentum 30 Index Fund (G) as of 4/11/2025 is ₹18.20 with the total AUM as of 4/14/2025 is ₹7352.9. 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 2021-03-10. The category risk of the fund is Very High.
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 Nifty 200 Momentum 30 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Nifty200 Momentum 30 Index Fund (G).
Frequently Asked Questions
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