Fund Overview of UTI Nifty200 Momentum 30 Index Fund Regular - Growth
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₹8,199.3 CrAUM
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₹20.82NAV
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0.90%Expense Ratio
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EquityFund Category
Returns of UTI Nifty200 Momentum 30 Index Fund Regular - Growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.45% | NA | 2.80% |
| 6 Months | 16.14% | NA | 12.07% |
| 1 Year | -15.29% | -15.29% | -3.06% |
| 2 Year | NA | 16.17% | 20.08% |
| 3 Years | 57.04% | 16.24% | 19.56% |
Asset Allocation
equities
99.90%other assets or cash equivalents
0.10%UTI Nifty200 Momentum 30 Index Fund Regular - 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 0.9%. Fund Manager Manager Education Fund Manager Manager EducationAbout UTI Nifty200 Momentum 30 Index Fund Regular - Growth
The portfolio allocation consists of 99.90% in equities, 0.10% in other assets or cash equivalents. Managed by Sharwan Kumar Goyal, it has delivered a return of -15.29% in the last year, a total return since inception of 17.79%.
Key Metrics of UTI Nifty200 Momentum 30 Index Fund Regular - Growth
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Standard Deviation17.83%
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Sharpe Ratio0.54%
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Alpha0.26%
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Beta1.23%
Fund Details
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Fund NamesUTI Nifty200 Momentum 30 Index Fund Regular - Growth
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Inception Date10 Mar 2021
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Lock InNo Lock-in
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SIP Minimum Investment amount₹ 500
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SWP Minimum Investment amount₹ 500
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STP Minimum Investment amount₹ 100
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RiskPrincipal at very high risk
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Canara Robeco Large And Mid Cap Fund Direct-growth  |
₹25,551 | -0.95% | -0.66% | 1.38% | 17.70% | 21.77% |
Bank Of India Large & Mid Cap Fund Direct-bonus  |
₹410 | 2.25% | -1.04% | -2.07% | 17.32% | 20.96% |
| Canara Robeco Large And Mid Cap Fund Regular-growth |
₹25,551 | -1.03% | -0.92% | 0.33% | 16.46% | 20.42% |
| Bank Of India Large & Mid Cap Fund Regular-bonus |
₹410 | 2.11% | -1.39% | -3.27% | 16.05% | 19.69% |
| ICICI Prudential Nifty Alpha Low Volatility 30 Etf - Growth |
₹1,774 | 0.12% | -2.44% | -12.36% | 16.31% | 17.28% |
| SBI Nifty 200 Quality 30 Etf - Growth |
₹78 | -0.12% | -1.46% | -7.54% | 13.81% | 15.65% |
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 Direct - Growth
|
₹8,199 | 1.82% | -2.21% | 14.18% | -15.08% | 17.25% |
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UTI Large & Mid Cap Fund Direct-growth
|
₹4,865 | 1.35% | -2.33% | 11.50% | -0.82% | 22.10% |
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UTI Large & Mid Cap Fund Regular Plan-growth
|
₹4,865 | 1.27% | -2.55% | 10.99% | -1.72% | 21.12% |
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UTI Nifty200 Quality 30 Index Fund Regular-growth
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₹633 | -0.14% | -1.56% | 11.96% | -8.11% | - |
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UTI Nifty200 Quality 30 Index Fund Direct-growth
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₹633 | -0.10% | -1.44% | 12.26% | -7.58% | - |
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UTI Bse Low Volatility Index Fund Direct - Growth
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₹564 | -0.59% | -2.00% | 9.13% | -3.86% | 16.45% |
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UTI Bse Low Volatility Index Fund Regular - Growth
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₹564 | -0.63% | -2.11% | 8.86% | -4.31% | 15.91% |
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UTI Nifty Alpha Low-volatility 30 Index Fund Direct-growth
|
₹80 | 0.11% | -2.45% | 7.81% | - | - |
|
UTI Nifty Alpha Low-volatility 30 Index Fund Regular-growth
|
₹80 | 0.08% | -2.57% | 7.51% | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Tax Information
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Canara Robeco Large And Mid Cap Fund Direct-growth |
₹25,551 | ₹295.31 | 17.70% | 21.77% | 16.66% |
| Canara Robeco Large And Mid Cap Fund Regular-growth |
₹25,551 | ₹257.32 | 16.46% | 20.42% | 15.32% |
| ICICI Prudential Nifty Alpha Low Volatility 30 Etf - Growth |
₹1,774 | ₹27.25 | 16.31% | 17.28% | - |
| ICICI Prudential Nifty 200 Momentum 30 Etf - Growth |
₹571 | ₹31.27 | 16.82% | - | - |
| Bank Of India Large & Mid Cap Fund Direct-bonus |
₹410 | ₹52.19 | 17.32% | 20.96% | 13.61% |
| Bank Of India Large & Mid Cap Fund Regular-bonus |
₹410 | ₹87.74 | 16.05% | 19.69% | 12.33% |
| SBI Nifty 200 Quality 30 Etf - Growth |
₹78 | ₹223.64 | 13.81% | 15.65% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| 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 |
| Sbi Life Insurance Company Ltd | Financial | 5.14% | ₹421.11 Cr |
| Bharti Airtel Ltd | Technology | 5.04% | ₹413.23 Cr |
| Bajaj Finserv Ltd | Financial | 5.01% | ₹410.85 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 4.98% | ₹408.31 Cr |
| Bajaj Finance Ltd | Financial | 4.91% | ₹402.90 Cr |
| Bharat Electronics Ltd | Industrials | 4.88% | ₹400.32 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.66% | ₹381.90 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 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 | 2.70% | ₹221.74 Cr |
| Solar Industries India Ltd | Materials | 2.70% | ₹221.02 Cr |
| Srf Ltd | Materials | 2.38% | ₹195.42 Cr |
| Persistent Systems Ltd | Technology | 2.26% | ₹185.27 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 | 2.10% | ₹172.49 Cr |
| Shree Cement Ltd | Materials | 1.91% | ₹156.23 Cr |
| Sbi Cards & Payments Services Ltd | Financial | 1.69% | ₹138.65 Cr |
| United Spirits Ltd | Consumer Staples | 1.43% | ₹117.61 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 |
| Net Current Assets | Unspecified | 0.10% | ₹8.35 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Canara Robeco Large And Mid Cap Fund Direct-growth |
₹295.31 | 17.70% | 21.77% | - |
| Bank Of India Large & Mid Cap Fund Direct-bonus |
₹52.19 | 17.32% | 20.96% | - |
| Canara Robeco Large And Mid Cap Fund Regular-growth |
₹257.32 | 16.46% | 20.42% | - |
| Bank Of India Large & Mid Cap Fund Regular-bonus |
₹87.74 | 16.05% | 19.69% | - |
| ICICI Prudential Nifty Alpha Low Volatility 30 Etf - Growth |
₹27.25 | 16.31% | 17.28% | - |
| SBI Nifty 200 Quality 30 Etf - Growth |
₹223.64 | 13.81% | 15.65% | - |
growth is based on 5Y returns of the funds
UTI Nifty200 Momentum 30 Index Fund Regular - Growth
What is the current AUM of UTI Nifty200 Momentum 30 Index Fund Regular - Growth?
As of Thu Jul 31, 2025, UTI Nifty200 Momentum 30 Index Fund Regular - Growth manages assets worth ₹8,199.3 crore
How has UTI Nifty200 Momentum 30 Index Fund Regular - Growth performed recently?
- 3 Months: -1.45%
- 6 Months: 16.14%
What is the long-term performance of UTI Nifty200 Momentum 30 Index Fund Regular - Growth?
- 3 Years CAGR: 16.24%
- Since Inception: 17.79%
What is the portfolio composition of UTI Nifty200 Momentum 30 Index Fund Regular - Growth?
Equity: 99.90%, Others: 0.10%.
Who manages UTI Nifty200 Momentum 30 Index Fund Regular - Growth?
UTI Nifty200 Momentum 30 Index Fund Regular - Growth is managed by Sharwan Kumar Goyal from UTI Mutual Fund.
What is the market-cap allocation of UTI Nifty200 Momentum 30 Index Fund Regular - Growth?
Large Cap: 33.66%, Mid Cap: 8.57%.
Which are the top companies UTI Nifty200 Momentum 30 Index Fund Regular - Growth has invested in?
- Interglobe Aviation Ltd – 5.42% of the fund's portfolio
- ICICI Bank Ltd – 5.38% of the fund's portfolio
- HDFC Bank Ltd – 5.27% of the fund's portfolio
- SBI Life Insurance Company Ltd – 5.14% of the fund's portfolio
- Bharti Airtel Ltd – 5.04% of the fund's portfolio
Which are the major sectors UTI Nifty200 Momentum 30 Index Fund Regular - Growth focuses on?
- Financial – 49.24% of the fund's portfolio
- Industrials – 14.88% of the fund's portfolio
- Technology – 10.00% of the fund's portfolio
- Healthcare – 8.87% of the fund's portfolio
- Consumer Discretionary – 8.48% of the fund's portfolio
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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.
