UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option

Fund House: UTI Mutual Fund
Category: Index Fund
Launch Date: 10-03-2021
Asset Class: Equity
Benchmark: Nifty 200 Momentum 30 TRI
TER: 0.43% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 7,475.58 Cr As on 31-03-2026(Source:AMFI)
Turn over: 98% | Exit Load: Nil

21.046

15.72%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
Nifty 200 Momentum 30 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option 10-03-2021 3.48 -2.44 16.89 13.62 -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 53.75 31.25 32.94 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 42.41 25.46 25.66 16.67 -
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 16-12-2024 38.03 - - - -
Tata Nifty Capital Markets Index Fund - Regular Plan Growth Option 24-10-2024 37.57 - - - -
Motilal Oswal Nifty MidSmall Financial Services Index Fund-Regular Plan-Growth 29-10-2024 28.89 - - - -
SBI BSE PSU BANK INDEX FUND- Regular Plan- Growth 25-03-2025 27.19 - - - -
ICICI Prudential Nifty200 Value 30 Index Fund - Growth 17-10-2024 25.88 - - - -
UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option 10-05-2023 24.37 9.96 - - -
Axis Nifty500 Value 50 Index Fund - Regular Plan - Growth Option 24-10-2024 24.36 - - - -

Scheme Characteristics

Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.02%

Large Cap

54.6%

Mid Cap

45.38%

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