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Fund Overview of UTI Nifty200 Momentum 30 Index Fund Direct-Growth
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₹8,541.2 CrAUM
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₹21.38NAV
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1.00%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
UTI Nifty200 Momentum 30 Index Fund Direct-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 2.44% | NA | NA |
| 6 Months | 0.95% | NA | NA |
| 1 Year | 3.28% | 3.28% | NA |
| 2 Years | -13.58% | -7.04% | NA |
| 3 Years | 43.91% | 12.90% | NA |
| 5 Years | 66.19% | 10.69% | NA |
Asset Allocation of UTI Nifty200 Momentum 30 Index Fund Direct-Growth
equities
99.88%other assets or cash equivalents
0.12%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 ₹8,541.2 crore as on Tue Jun 30, 2026. The expense ratio stands at 1%. Fund Manager Manager Education Fund Manager Manager EducationAbout UTI Nifty200 Momentum 30 Index Fund Direct-Growth
The portfolio allocation consists of 99.88% in equities, 0.12% in other assets or cash equivalents.Managed by Sharwan Kumar Goyal, it has delivered a return of 3.28% in the last year, a total return since inception of 15.10%.
Based on individual goals individuals often compare best sip to invest as part of their overall investment planning.
Key Metrics of UTI Nifty200 Momentum 30 Index Fund Direct-Growth
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Standard Deviation19.87%
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Mean13.07%
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Sharpe Ratio0.37%
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Alpha-0.72%
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Beta1.20%
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Sortino Ratio0.48%
UTI Nifty200 Momentum 30 Index Fund Direct-Growth Fund Details
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Compare UTI Nifty200 Momentum 30 Index Fund Direct-Growth with other mutual funds in the same category
UTI Nifty200 Momentum 30 Index Fund Direct-Growth
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth  |
₹3,409 | 4.03% | 6.93% | 6.08% | 12.67% | 11.75% |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth |
₹1,527 | 4.32% | 8.59% | 7.08% | 13.00% | 11.71% |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth |
₹1,308 | 3.21% | 5.69% | 5.29% | 12.14% | 11.25% |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW |
₹1,308 | 3.21% | 5.69% | 5.29% | 12.14% | 11.25% |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth |
₹1,308 | 3.16% | 5.56% | 4.83% | 11.74% | 10.77% |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW |
₹1,308 | 3.16% | 5.56% | 4.83% | 11.74% | 10.77% |
| UTI Nifty200 Momentum 30 Index Fund Direct-Growth |
₹8,541 | 1.15% | 2.44% | 3.28% | 12.90% | 10.69% |
| UTI Nifty200 Momentum 30 Index Fund Regular-Growth |
₹8,541 | 1.11% | 2.32% | 2.81% | 12.37% | 10.15% |
| SBI Nifty 200 Quality 30 ETF-Growth |
₹78 | 5.26% | 4.58% | 5.74% | 10.91% | 9.67% |
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 |
|---|---|---|---|---|---|---|
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UTI Nifty200 Momentum 30 Index Fund Regular-Growth
|
₹8,541 | 1.11% | 2.32% | 0.72% | 2.81% | 12.37% |
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UTI Nifty200 Quality 30 Index Fund Direct-Growth
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₹543 | 5.27% | 4.55% | 0.00% | 5.57% | - |
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UTI Nifty200 Quality 30 Index Fund Regular-Growth
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₹543 | 5.23% | 4.43% | -0.22% | 5.12% | - |
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UTI BSE Low Volatility Index Fund Regular-Growth
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₹479 | 0.82% | 2.93% | -1.62% | 0.72% | 9.27% |
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UTI BSE Low Volatility Index Fund Direct-Growth
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₹479 | 0.86% | 3.04% | -1.40% | 1.19% | 9.77% |
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UTI Nifty Midcap 150 Quality 50 Index Fund Regular-Growth
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₹245 | 3.21% | 6.34% | 4.41% | 2.36% | 11.17% |
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UTI Nifty Midcap 150 Quality 50 Index Fund Direct-Growth
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₹245 | 3.24% | 6.46% | 4.63% | 2.82% | 11.67% |
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UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Regular-Growth
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₹120 | 1.80% | 3.96% | 8.21% | 6.54% | - |
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UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct-Growth
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₹120 | 1.84% | 4.08% | 8.44% | 7.00% | - |
growth is based on 1-month returns of the fundsUTI Nifty200 Momentum 30 Index Fund Direct-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-Growth |
₹8,541 | ₹20.82 | 12.37% | 10.15% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-Growth |
₹8,541 | ₹21.38 | 12.90% | 10.69% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹3,409 | ₹23.08 | 12.67% | 11.75% | - |
UTI Nifty200 Momentum 30 Index Fund Direct-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hindalco Industries Ltd | Materials | 6.51% | ₹548.77 Cr |
| State Bank Of India | Financial | 6.10% | ₹531.03 Cr |
| Hindalco Industries Ltd | Materials | 6.06% | ₹509.24 Cr |
| Bse Ltd | Financial | 5.99% | ₹505.56 Cr |
| Bajaj Finance Ltd | Financial | 5.59% | ₹487.09 Cr |
| Bajaj Finance Ltd | Financial | 5.59% | ₹487.09 Cr |
| Bajaj Finance Ltd | Financial | 5.44% | ₹486.80 Cr |
| Shriram Transport Finance Company Ltd | Financial | 5.51% | ₹479.99 Cr |
| State Bank Of India | Financial | 5.65% | ₹477.36 Cr |
| State Bank Of India | Financial | 5.64% | ₹473.51 Cr |
| Hindalco Industries Ltd | Materials | 5.59% | ₹472.24 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 5.36% | ₹467.03 Cr |
| Bharti Airtel Ltd | Technology | 5.21% | ₹465.55 Cr |
| Bajaj Finance Ltd | Financial | 5.65% | ₹463.30 Cr |
| Sbi Life Insurance Company Ltd | Financial | 5.16% | ₹461.56 Cr |
| Sbi Life Insurance Company Ltd | Financial | 5.25% | ₹457.08 Cr |
| Sbi Life Insurance Company Ltd | Financial | 5.25% | ₹457.08 Cr |
| Interglobe Aviation Ltd | Industrials | 5.10% | ₹455.69 Cr |
| Shriram Transport Finance Company Ltd | Financial | 5.39% | ₹454.88 Cr |
| Bharat Electronics Ltd | Industrials | 5.22% | ₹454.87 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹23.08 | 12.67% | 11.75% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth |
₹28.78 | 13.00% | 11.71% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth |
₹19.03 | 12.14% | 11.25% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW |
₹19.03 | 12.14% | 11.25% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth |
₹18.59 | 11.74% | 10.77% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW |
₹18.59 | 11.74% | 10.77% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-Growth |
₹21.38 | 12.90% | 10.69% | - |
| UTI Nifty200 Momentum 30 Index Fund Regular-Growth |
₹20.82 | 12.37% | 10.15% | - |
| SBI Nifty 200 Quality 30 ETF-Growth |
₹228.99 | 10.91% | 9.67% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
UTI Nifty200 Momentum 30 Index Fund Direct-Growth
What is the current AUM of UTI Nifty200 Momentum 30 Index Fund Direct-Growth?
As of Tue Jun 30, 2026, UTI Nifty200 Momentum 30 Index Fund Direct-Growth manages assets worth ₹8,541.2 crore
How has UTI Nifty200 Momentum 30 Index Fund Direct-Growth performed recently?
- 3 Months: 2.44%
- 6 Months: 0.95%
What is the long-term performance of UTI Nifty200 Momentum 30 Index Fund Direct-Growth?
- 3 Years CAGR: 12.90%
- 5 Years CAGR: 10.69%
- Since Inception: 15.10%
What is the portfolio composition of UTI Nifty200 Momentum 30 Index Fund Direct-Growth?
Equity: 99.88%, Others: 0.12%.
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: 68.68%, Mid Cap: 31.32%.
Which are the top companies UTI Nifty200 Momentum 30 Index Fund Direct-Growth has invested in?
- Hindalco Industries Ltd – 6.51% of the fund's portfolio
- State Bank of India – 6.10% of the fund's portfolio
- Hindalco Industries Ltd – 6.06% of the fund's portfolio
- BSE Ltd – 5.99% of the fund's portfolio
- Bajaj Finance Ltd – 5.59% of the fund's portfolio
Which are the major sectors UTI Nifty200 Momentum 30 Index Fund Direct-Growth focuses on?
- Financial – 72.21% of the fund's portfolio
- Materials – 18.16% of the fund's portfolio
- Industrials – 10.32% of the fund's portfolio
- Consumer Discretionary – 5.36% of the fund's portfolio
- Technology – 5.21% of the fund's portfolio
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