UTI Nifty 200 Momentum 30 Index Fund - Regular 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: 0.92% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1,000 |
| Minimum Topup: 1,000 |
| Total Assets: 8,199.28 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 98% | Exit Load: Nil |
20.1999
-0.12 (-0.6054%)
17.38%
Benchmark: 19.42%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 200 Momentum 30 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
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 | 17.24 |
| Sharpe Ratio | 1.12 |
| Alpha | 7.34 |
| Beta | 1.16 |
| 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 - Regular Plan - Growth Option | 10-03-2021 | -16.41 | 17.12 | 16.7 | - | - |
| ICICI Prudential NASDAQ 100 Index Fund - Growth | 01-10-2021 | 32.2 | 28.19 | 24.39 | - | - |
| Motilal Oswal S&P 500 Index Fund - Regular Plan Growth | 05-04-2020 | 24.09 | 22.58 | 18.41 | 17.03 | - |
| Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option | 14-08-2023 | 16.13 | - | - | - | - |
| Tata Nifty Financial Services Index Fund - Regular Plan - Growth | 01-04-2024 | 12.85 | - | - | - | - |
Scheme Characteristics
Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Large Cap
62.09%
Mid Cap
37.93%
