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

UTI Nifty200 Momentum 30 Index Fund (Growth)

EquityLarge Cap

12.7591

NAV (Sep 29)

16.5%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,939 Cr

Outperformance Consistency

View all 7 analysis

View Less

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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

12.7591

NAV (Sep 29)

Fund Returns

Last 1Y

-3.8%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

16.5%

6 Month CAGR

-6%

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

0.91

Launched (1y ago)

Mar 10, 2021

AUM in Crores

1939.268

ISIN

INF789F1AUS7

Lock-in

No Lock-in

Benchmark

Nifty200 Momentum 30

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sharwan Kumar Goyal

Fund Manager

Ayush Jain

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-09-29

Top Stock Holdings

adani enterprises ltd

6.1%
6.1%

titan co ltd

5.3%
5.3%

mahindra & mahindra ltd

5.1%
5.1%

itc ltd

5%
5%

ntpc ltd

4.9%
4.9%
See all holdings

Allocation by Sector

consumer cyclical

24.4%
24.4%

energy

18.9%
18.9%

industrials

14.4%
14.4%

utilities

14.1%
14.1%

basic materials

7.1%
7.1%
See all sectors

Compare UTI Nifty200 Momentum 30 Index Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,714 cr

₹ 10,218 cr

₹ 14,940 cr

₹ 10,218 cr

₹ 14,940 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 189,617 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4%

    6.8%

    14.5%

    11.4%

    17.4%

    14.5%

    15.3%

    15.5%

    3.4%

    6.3%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 16.5% 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 9/29/2022 is ₹12.76 with the total AUM as of 9/30/2022 is ₹1939.268. 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 0 fund in Equity and delivered -3.8% 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 stocks 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 0.91% for regular plan.