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

UTI Nifty200 Momentum 30 Index Fund (Growth)

EquityLarge Cap

Top Ranked

11.0725

NAV (Jun 24)

8.2%
Till Date CAGR
Scripbox Opinion
Top Ranked
UTI Nifty200 Momentum 30 Index Fund (Growth) is a good choice within large cap mutual funds.

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

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).

Our analysis of this fundLearn how we rate funds ->

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

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

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

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 (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

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 2022-06-24

Top Stock Holdings

adani enterprises ltd

7.1%
7.1%

tata power co ltd

6.1%
6.1%

state bank of india

5.9%
5.9%

bharti airtel ltd

5.9%
5.9%

titan co ltd

5.4%
5.4%
See all holdings

Allocation by Sector

technology

25.4%
25.4%

basic materials

15.8%
15.8%

consumer cyclical

10.7%
10.7%

financial services

10.5%
10.5%

industrials

8.1%
8.1%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

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.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox 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 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 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)?

    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 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.