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Fund Overview of UTI Nifty200 Momentum 30 Index Fund Direct - Growth
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₹8,199.3 CrAUM
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₹22.29NAV
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0.45%Expense Ratio
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EquityFund Category
Returns of UTI Nifty200 Momentum 30 Index Fund Direct - Growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.46% | NA | 2.80% |
| 6 Months | 16.06% | NA | 12.07% |
| 1 Year | -16.67% | -16.67% | -3.06% |
| 2 Years | 35.51% | 16.41% | 20.08% |
| 3 Years | 66.38% | 18.50% | 19.56% |
Asset Allocation
equities
100.01%UTI Nifty200 Momentum 30 Index Fund Direct - Growth is one Equity mutual fund offered by UTI Mutual Fund. Launched on 10 Mar 2021, the fund aims Capital growth in tune with the index returns. Passive investment in equity instruments comprised in Nifty200 Momentum 30 Index. It manages assets worth ₹8,199.3 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.45%. Fund Manager Manager Education Fund Manager Manager EducationAbout UTI Nifty200 Momentum 30 Index Fund Direct - Growth
The portfolio allocation consists of 100.01% in equities. Managed by Sharwan Kumar Goyal, it has delivered a return of -16.67% in the last year, a total return since inception of 18.17%.
Key Metrics of UTI Nifty200 Momentum 30 Index Fund Direct - Growth
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Standard Deviation17.84%
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Sharpe Ratio0.56%
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Alpha0.75%
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Beta1.23%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Quant Large And Mid Cap Fund Direct-growth  |
₹3,651 | 0.98% | 5.49% | 1.67% | 17.16% | 23.72% |
| Quant Large And Mid Cap Fund-growth |
₹3,651 | 0.84% | 5.14% | 0.39% | 15.50% | 21.86% |
| Bank Of India Large & Mid Cap Fund Direct-bonus |
₹410 | 2.30% | 6.21% | 5.17% | 17.73% | 19.71% |
Canara Robeco Large And Mid Cap Fund Direct-growth  |
₹25,551 | -0.25% | 1.35% | 4.06% | 17.26% | 19.43% |
| Bank Of India Large & Mid Cap Fund Regular-bonus |
₹410 | 2.16% | 5.80% | 3.83% | 16.44% | 18.44% |
| Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth |
₹5,736 | 0.32% | 3.53% | 5.52% | 15.10% | 15.70% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
UTI Nifty200 Momentum 30 Index Fund Regular - Growth
|
₹8,199 | 1.43% | 6.57% | 5.08% | -4.68% | 17.12% |
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UTI Large & Mid Cap Fund Direct-growth
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₹4,865 | 2.90% | 5.91% | 6.89% | 7.42% | 22.68% |
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UTI Large & Mid Cap Fund Regular Plan-growth
|
₹4,865 | 2.82% | 5.67% | 6.40% | 6.44% | 21.69% |
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UTI Nifty200 Quality 30 Index Fund Regular-growth
|
₹633 | 1.08% | 4.04% | 3.44% | 0.49% | - |
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UTI Nifty200 Quality 30 Index Fund Direct-growth
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₹633 | 1.11% | 4.15% | 3.70% | 1.04% | - |
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UTI Bse Low Volatility Index Fund Direct - Growth
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₹564 | 1.54% | 3.79% | 4.41% | 7.54% | 15.56% |
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UTI Bse Low Volatility Index Fund Regular - Growth
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₹564 | 1.49% | 3.66% | 4.16% | 7.03% | 15.02% |
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UTI Nifty Alpha Low-volatility 30 Index Fund Direct-growth
|
₹80 | 0.16% | 2.80% | 1.94% | - | - |
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UTI Nifty Alpha Low-volatility 30 Index Fund Regular-growth
|
₹80 | 0.13% | 2.71% | 1.70% | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Canara Robeco Large And Mid Cap Fund Direct-growth |
₹25,551 | ₹298.05 | 17.26% | 19.43% | 16.71% |
| Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth |
₹5,736 | ₹1,026.84 | 15.10% | 15.70% | 13.42% |
| Quant Large And Mid Cap Fund Direct-growth |
₹3,651 | ₹127.80 | 17.16% | 23.72% | 17.20% |
| Quant Large And Mid Cap Fund-growth |
₹3,651 | ₹116.22 | 15.50% | 21.86% | 16.23% |
| ICICI Prudential Nifty 200 Momentum 30 Etf - Growth |
₹571 | ₹32.74 | 17.26% | - | - |
| Bank Of India Large & Mid Cap Fund Direct-bonus |
₹410 | ₹54.46 | 17.73% | 19.71% | 14.38% |
| Bank Of India Large & Mid Cap Fund Regular-bonus |
₹410 | ₹91.37 | 16.44% | 18.44% | 13.08% |
| Aditya Birla Sun Life Nifty 200 Momentum 30 Etf-growth |
₹46 | ₹32.56 | 17.39% | - | - |
| Aditya Birla Sun Life Nifty 200 Quality 30 Etf-growth |
₹28 | ₹22.18 | 14.59% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bajaj Finance Ltd | Financial | 5.59% | ₹487.09 Cr |
| Bajaj Finance Ltd | Financial | 5.59% | ₹487.09 Cr |
| Bajaj Finance Ltd | Financial | 5.65% | ₹463.30 Cr |
| Sbi Life Insurance Company Ltd | Financial | 5.25% | ₹457.08 Cr |
| Sbi Life Insurance Company Ltd | Financial | 5.25% | ₹457.08 Cr |
| Bharat Electronics Ltd | Industrials | 5.22% | ₹454.87 Cr |
| Bharat Electronics Ltd | Industrials | 5.22% | ₹454.87 Cr |
| Bharti Airtel Ltd | Technology | 5.20% | ₹453.07 Cr |
| Bharti Airtel Ltd | Technology | 5.20% | ₹453.07 Cr |
| Bajaj Finserv Ltd | Financial | 5.17% | ₹449.95 Cr |
| Bajaj Finserv Ltd | Financial | 5.17% | ₹449.95 Cr |
| Interglobe Aviation Ltd | Industrials | 5.42% | ₹444.73 Cr |
| Icici Bank Ltd | Financial | 5.38% | ₹440.85 Cr |
| Hdfc Bank Ltd | Financial | 5.27% | ₹432.44 Cr |
| Interglobe Aviation Ltd | Industrials | 4.97% | ₹432.39 Cr |
| Interglobe Aviation Ltd | Industrials | 4.97% | ₹432.39 Cr |
| Hdfc Bank Ltd | Financial | 4.96% | ₹432.24 Cr |
| Hdfc Bank Ltd | Financial | 4.96% | ₹432.24 Cr |
| Bajaj Finserv Ltd | Financial | 5.23% | ₹429.26 Cr |
| Bharat Electronics Ltd | Industrials | 5.22% | ₹428.19 Cr |
| Interglobe Aviation Ltd | Industrials | 5.20% | ₹427.02 Cr |
| Sbi Life Insurance Company Ltd | Financial | 5.14% | ₹421.11 Cr |
| Sbi Life Insurance Company Ltd | Financial | 5.07% | ₹415.55 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 5.05% | ₹414.71 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.76% | ₹414.52 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.76% | ₹414.52 Cr |
| Hdfc Bank Ltd | Financial | 5.04% | ₹413.42 Cr |
| Bharti Airtel Ltd | Technology | 5.04% | ₹413.23 Cr |
| Bharti Airtel Ltd | Technology | 5.01% | ₹411.32 Cr |
| Bajaj Finserv Ltd | Financial | 5.01% | ₹410.85 Cr |
| Icici Bank Ltd | Financial | 4.70% | ₹408.99 Cr |
| Icici Bank Ltd | Financial | 4.70% | ₹408.99 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 4.98% | ₹408.31 Cr |
| Icici Bank Ltd | Financial | 4.96% | ₹406.93 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 4.64% | ₹404.07 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 4.64% | ₹404.07 Cr |
| Bajaj Finance Ltd | Financial | 4.91% | ₹402.90 Cr |
| Bharat Electronics Ltd | Industrials | 4.88% | ₹400.32 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.76% | ₹390.16 Cr |
| Bse Ltd | Financial | 4.42% | ₹385.29 Cr |
| Bse Ltd | Financial | 4.42% | ₹385.29 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.66% | ₹381.90 Cr |
| Divi's Laboratories Ltd | Healthcare | 4.34% | ₹377.99 Cr |
| Divi's Laboratories Ltd | Healthcare | 4.34% | ₹377.99 Cr |
| Bse Ltd | Financial | 4.50% | ₹369.29 Cr |
| Max Healthcare Institute Ltd | Healthcare | 4.45% | ₹365.25 Cr |
| Divi's Laboratories Ltd | Healthcare | 4.42% | ₹362.17 Cr |
| Max Healthcare Institute Ltd | Healthcare | 3.95% | ₹343.73 Cr |
| Max Healthcare Institute Ltd | Healthcare | 3.95% | ₹343.73 Cr |
| Max Healthcare Institute Ltd | Healthcare | 4.04% | ₹331.47 Cr |
| Divi's Laboratories Ltd | Healthcare | 3.86% | ₹316.92 Cr |
| Bse Ltd | Financial | 3.84% | ₹314.86 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 3.56% | ₹310.02 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 3.56% | ₹310.02 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.56% | ₹309.83 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.56% | ₹309.83 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.68% | ₹301.51 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 3.56% | ₹292.23 Cr |
| Max Financial Services Ltd | Financial | 3.46% | ₹283.70 Cr |
| Max Financial Services Ltd | Financial | 3.22% | ₹280.38 Cr |
| Max Financial Services Ltd | Financial | 3.22% | ₹280.38 Cr |
| Max Financial Services Ltd | Financial | 3.25% | ₹266.45 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 3.15% | ₹258.11 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 2.95% | ₹242.18 Cr |
| Coforge Ltd | Technology | 2.65% | ₹230.40 Cr |
| Coforge Ltd | Technology | 2.65% | ₹230.40 Cr |
| One 97 Communications Ltd | Industrials | 2.56% | ₹222.86 Cr |
| One 97 Communications Ltd | Industrials | 2.56% | ₹222.86 Cr |
| Coforge Ltd | Technology | 2.70% | ₹221.74 Cr |
| Solar Industries India Ltd | Materials | 2.70% | ₹221.02 Cr |
| Solar Industries India Ltd | Materials | 2.53% | ₹220.37 Cr |
| Solar Industries India Ltd | Materials | 2.53% | ₹220.37 Cr |
| Persistent Systems Ltd | Technology | 2.49% | ₹217.00 Cr |
| Persistent Systems Ltd | Technology | 2.49% | ₹217.00 Cr |
| Solar Industries India Ltd | Materials | 2.56% | ₹210.11 Cr |
| Coforge Ltd | Technology | 2.50% | ₹204.70 Cr |
| Srf Ltd | Materials | 2.38% | ₹195.42 Cr |
| Srf Ltd | Materials | 2.21% | ₹192.40 Cr |
| Srf Ltd | Materials | 2.21% | ₹192.40 Cr |
| One 97 Communications Ltd | Industrials | 2.33% | ₹190.83 Cr |
| Persistent Systems Ltd | Technology | 2.26% | ₹185.27 Cr |
| Srf Ltd | Materials | 2.24% | ₹184.08 Cr |
| One 97 Communications Ltd | Industrials | 2.22% | ₹182.35 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 2.17% | ₹178.11 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 2.03% | ₹176.47 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 2.03% | ₹176.47 Cr |
| Persistent Systems Ltd | Technology | 2.14% | ₹175.63 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 2.13% | ₹175.10 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 2.10% | ₹172.49 Cr |
| The Indian Hotels Company Ltd | Consumer Discretionary | 2.07% | ₹170.15 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 1.92% | ₹167.40 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 1.92% | ₹167.40 Cr |
| Shree Cement Ltd | Materials | 1.91% | ₹156.23 Cr |
| Sbi Cards & Payments Services Ltd | Financial | 1.77% | ₹154.14 Cr |
| Sbi Cards & Payments Services Ltd | Financial | 1.77% | ₹154.14 Cr |
| Sbi Cards & Payments Services Ltd | Financial | 1.86% | ₹152.76 Cr |
| Shree Cement Ltd | Materials | 1.83% | ₹150.54 Cr |
| Shree Cement Ltd | Materials | 1.68% | ₹146.66 Cr |
| Shree Cement Ltd | Materials | 1.68% | ₹146.66 Cr |
| Sbi Cards & Payments Services Ltd | Financial | 1.69% | ₹138.65 Cr |
| Muthoot Finance Ltd | Financial | 1.52% | ₹132.47 Cr |
| Muthoot Finance Ltd | Financial | 1.52% | ₹132.47 Cr |
| United Spirits Ltd | Consumer Staples | 1.47% | ₹128.33 Cr |
| United Spirits Ltd | Consumer Staples | 1.47% | ₹128.33 Cr |
| Muthoot Finance Ltd | Financial | 1.55% | ₹127.34 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.42% | ₹123.79 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.42% | ₹123.79 Cr |
| United Spirits Ltd | Consumer Staples | 1.44% | ₹117.89 Cr |
| United Spirits Ltd | Consumer Staples | 1.43% | ₹117.61 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.40% | ₹115.21 Cr |
| Mazagon Dock Shipbuilders Ltd | Industrials | 1.40% | ₹114.82 Cr |
| Mazagon Dock Shipbuilders Ltd | Industrials | 1.31% | ₹114.27 Cr |
| Mazagon Dock Shipbuilders Ltd | Industrials | 1.31% | ₹114.27 Cr |
| Mazagon Dock Shipbuilders Ltd | Industrials | 1.39% | ₹113.59 Cr |
| Muthoot Finance Ltd | Financial | 1.30% | ₹106.57 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.25% | ₹102.45 Cr |
| Bharat Dynamics Ltd | Industrials | 0.97% | ₹79.37 Cr |
| Bharat Dynamics Ltd | Industrials | 0.88% | ₹76.62 Cr |
| Bharat Dynamics Ltd | Industrials | 0.88% | ₹76.62 Cr |
| Bharat Dynamics Ltd | Industrials | 0.91% | ₹74.26 Cr |
| Net Current Assets | Unspecified | 0.10% | ₹8.35 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.04% | ₹3.52 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.04% | ₹3.52 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.04% | ₹3.50 Cr |
| Net Payables | Unspecified | -0.01% | ₹-0.78 Cr |
| Net Payables | Unspecified | -0.01% | ₹-0.78 Cr |
| Net Payables | Unspecified | -0.04% | ₹-3.43 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant Large And Mid Cap Fund Direct-growth |
₹127.80 | 17.16% | 23.72% | - |
| Quant Large And Mid Cap Fund-growth |
₹116.22 | 15.50% | 21.86% | - |
| Bank Of India Large & Mid Cap Fund Direct-bonus |
₹54.46 | 17.73% | 19.71% | - |
| Canara Robeco Large And Mid Cap Fund Direct-growth |
₹298.05 | 17.26% | 19.43% | - |
| Bank Of India Large & Mid Cap Fund Regular-bonus |
₹91.37 | 16.44% | 18.44% | - |
| Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth |
₹1,026.84 | 15.10% | 15.70% | - |
growth is based on 5Y returns of the funds
UTI Nifty200 Momentum 30 Index Fund Direct - Growth
What is the current AUM of UTI Nifty200 Momentum 30 Index Fund Direct - Growth?
As of Thu Jul 31, 2025, UTI Nifty200 Momentum 30 Index Fund Direct - Growth manages assets worth ₹8,199.3 crore
How has UTI Nifty200 Momentum 30 Index Fund Direct - Growth performed recently?
- 3 Months: 0.46%
- 6 Months: 16.06%
What is the long-term performance of UTI Nifty200 Momentum 30 Index Fund Direct - Growth?
- 3 Years CAGR: 18.50%
- Since Inception: 18.17%
What is the portfolio composition of UTI Nifty200 Momentum 30 Index Fund Direct - Growth?
Equity: 100.01%, Others: -0.01%.
Who manages UTI Nifty200 Momentum 30 Index Fund Direct - Growth?
UTI Nifty200 Momentum 30 Index Fund Direct - Growth is managed by Sharwan Kumar Goyal from UTI Mutual Fund.
What is the market-cap allocation of UTI Nifty200 Momentum 30 Index Fund Direct - Growth?
Large Cap: 74.92%, Mid Cap: 25.08%.
Which are the top companies UTI Nifty200 Momentum 30 Index Fund Direct - Growth has invested in?
- Bajaj Finance Ltd – 5.59% of the fund's portfolio
- Bajaj Finance Ltd – 5.59% of the fund's portfolio
- Bajaj Finance Ltd – 5.65% of the fund's portfolio
- SBI Life Insurance Company Ltd – 5.25% of the fund's portfolio
- SBI Life Insurance Company Ltd – 5.25% of the fund's portfolio
Which are the major sectors UTI Nifty200 Momentum 30 Index Fund Direct - Growth focuses on?
- Financial – 198.41% of the fund's portfolio
- Industrials – 59.82% of the fund's portfolio
- Technology – 40.34% of the fund's portfolio
- Consumer Discretionary – 35.75% of the fund's portfolio
- Healthcare – 33.35% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
