Q: What are the returns of UTI Nifty200 Momentum 30 Index Fund?

The UTI Nifty200 Momentum 30 Index Fund is a 4 yrs 2 m old fund and has delivered average annual returns of 18.9% since inception. UTI Nifty200 Momentum 30 Index Fund Returns 1-Year 3-Year Since Inception -5.98% 15.52% 18.9%

Question 1

What is the current NAV of UTI Nifty200 Momentum 30 Index Fund?

Accepted Answer

The current Net Asset Value (NAV) of the UTI Nifty200 Momentum 30 Index Fund - Direct Growth plan is approximately ₹20.296 as of Apr 23, 2025.

Question 2

What are the returns of UTI Nifty200 Momentum 30 Index Fund?

Accepted Answer

The UTI Nifty200 Momentum 30 Index Fund is a 4 yrs 2 m old fund and has delivered average annual returns of 18.9% since inception.

UTI Nifty200 Momentum 30 Index Fund Returns

1-Year	3-Year	Since Inception
-5.98%	15.52%	18.9%

Question 3

How much does UTI Nifty200 Momentum 30 Index Fund charge as the expense ratio?

Accepted Answer

The UTI Nifty200 Momentum 30 Index Fund - Direct Growth has an expense ratio of 0.43%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of UTI Nifty200 Momentum 30 Index Fund?

Accepted Answer

The UTI Nifty200 Momentum 30 Index Fund currently has assets under management (AUM) or fund size valued at approximately ₹7,353 Crs crore as of Mar 31, 2025.

Question 5

What are the top stock holdings of UTI Nifty200 Momentum 30 Index Fund?

Accepted Answer

The UTI Nifty200 Momentum 30 Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Bharti Airtel Ltd.	6.26%
Sun Pharmaceutical Industries Ltd.	5.44%
Mahindra & Mahindra Ltd.	5.17%
Divi's Laboratories Ltd.	5.03%
HCL Technologies Ltd.	4.84%
Infosys Ltd.	4.76%
Tech Mahindra Ltd.	4.76%
Bharat Electronics Ltd.	4.5%
Persistent Systems Ltd.	4.45%
The Indian Hotels Company Ltd.	4.39%

Question 6

What are the top sectors UTI Nifty200 Momentum 30 Index Fund has invested in?

Accepted Answer

The UTI Nifty200 Momentum 30 Index Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Bharti Airtel Ltd.	6.26%
Sun Pharmaceutical Industries Ltd.	5.44%
Mahindra & Mahindra Ltd.	5.17%
Divi's Laboratories Ltd.	5.03%
HCL Technologies Ltd.	4.84%
Infosys Ltd.	4.76%
Tech Mahindra Ltd.	4.76%
Bharat Electronics Ltd.	4.5%
Persistent Systems Ltd.	4.45%
The Indian Hotels Company Ltd.	4.39%

Question 7

What is the risk level of UTI Nifty200 Momentum 30 Index Fund?

Accepted Answer

This is a Factor fund comes with Very High risk.

Question 8

Is there any lock-in period in UTI Nifty200 Momentum 30 Index Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in UTI Nifty200 Momentum 30 Index Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for UTI Nifty200 Momentum 30 Index Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in UTI Nifty200 Momentum 30 Index Fund is complete.

Question 10

How can I redeem my investments in UTI Nifty200 Momentum 30 Index Fund?

Accepted Answer

Redeeming your investments in UTI Nifty200 Momentum 30 Index Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in UTI Nifty200 Momentum 30 Index Fund from anywhere else, you can go to the fund house website and put a request through it.

VRO rating	1
Expense ratio	0.43% as on Mar 31, 2025
Exit load	0%
AUM (Fund size)	₹7,353 Crs
Lock-in	No Lockin
Age	4 yrs 2 m since Feb 18, 2021
Benchmark	Nifty 200 Momentum 30 TRI
Min. investment	SIP ₹500 & Lump. ₹5000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Period	This fund	Category average
1 month	2.72%	3.16%
3 months	-1.93%	1.17%
6 months	-15.9%	-7.48%
1 year	-5.98%	3.33%
3 years	15.52%	15.93%

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
UTI Nifty200 Momentum 30 Index Fund	N.A.	₹7,353 Crs	4 yrs 2 m	0.43%
DSP Nifty 50 Equal Weight Index Fund	N.A.	₹1,984 Crs	7 yrs 6 m	0.39%
Sundaram Nifty 100 Equal Weight Fund	N.A.	₹99 Crs	12 yrs 3 m	0.52%
Motilal Oswal BSE Enhanced Value Index Fund	N.A.	₹760 Crs	2 yrs 8 m	0.46%
Tata Nifty Midcap 150 Momentum 50 Index Fund	N.A.	₹753 Crs	2 yrs 6 m	0.4%
UTI NIFTY50 Equal Weight Index Fund	N.A.	₹94 Crs	1 yrs 11 m	0.61%

Fund name	1M	6M	1Y	3Y	5Y	10Y
UTI Nifty200 Momentum 30 Index Fund	2.72%	-15.9%	-5.98%	15.52%	N.A.	N.A.
DSP Nifty 50 Equal Weight Index Fund	3.24%	-1.58%	8.53%	17.1%	27.98%	9.68%
Sundaram Nifty 100 Equal Weight Fund	3.44%	-2.98%	6.09%	16.26%	25.57%	11.65%
Motilal Oswal BSE Enhanced Value Index Fund	3.36%	-1.66%	2.66%	32.46%	18.37%	8.8%
Tata Nifty Midcap 150 Momentum 50 Index Fund	4.54%	-7.38%	5.54%	19.17%	11.1%	5.4%
UTI NIFTY50 Equal Weight Index Fund	3.21%	-1.69%	8.24%	12.11%	7.1%	3.49%

Fund name	Std. deviation	Beta	Sharpe	Sortino
UTI Nifty200 Momentum 30 Index Fund	20.12	1.26	0.38	0.64
DSP Nifty 50 Equal Weight Index Fund	15.0	1.04	0.62	1.04
Sundaram Nifty 100 Equal Weight Fund	16.29	1.12	0.55	0.94
Motilal Oswal BSE Enhanced Value Index Fund	N.A.	N.A.	N.A.	N.A.
Tata Nifty Midcap 150 Momentum 50 Index Fund	N.A.	N.A.	N.A.	N.A.
UTI NIFTY50 Equal Weight Index Fund	N.A.	N.A.	N.A.	N.A.

UTI Nifty200 Momentum 30 Index Fund Direct - Growth

Historical NAV & returns

UTI Nifty200 Momentum 30 Index Fund overview

UTI Nifty200 Momentum 30 Index Fund Returns calculator

Trailing returns as on Apr 22, 2025

Asset allocationas on Mar 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare UTI Nifty200 Momentum 30 Index Fund in detail with

About this fund

About UTI Nifty200 Momentum 30 Index Fund

Fund managers

Investment objective

UTI Mutual Fund details

More funds from UTI Mutual Fund

Frequently asked questions

UTI Nifty200 Momentum 30 Index Fund Returns

ET Money rank

Alpha	-1.88 vs. 1.74 Underperformed at beating benchmark
Sharpe	0.38 vs. 1.24 Poor risk-adjusted returns
Beta	1.26 vs. 0.23 More sensitive to market's ups & downs
Standard deviation	20.12 vs. 3.86 More volatile performance

Fund AUM	₹7,353 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

No. of schemes	62 view all schemes
Total AUM	₹3,39,983 Crs as on Mar 31, 2025
Address	UTI Tower, Plot C-1, GN Block, Banrda Kurla Complex, Bandra (East) Mumbai, 400051
Phone	0263 2296993

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
UTI Transportation and Logistics Fund	N.A.	₹3,163 Crs	2.91%	32.66%
UTI Large & Mid Cap Fund	N.A.	₹4,101 Crs	15.03%	30.99%
UTI Mid Cap Fund	N.A.	₹10,649 Crs	8.34%	29.21%
UTI Infrastructure Fund	N.A.	₹2,097 Crs	4.9%	28.6%
UTI Value Fund	N.A.	₹9,455 Crs	15.82%	26.98%
UTI Banking and Financial Services Fund	N.A.	₹1,211 Crs	19.97%	26.71%

Sector	Percentage of Portfolio
Services	24.769999999999996%
Technology	23.83%
Healthcare	14.670000000000002%
Capital Goods	10.969999999999999%
Automobile	7.789999999999999%
Communication	6.26%
Consumer Discretionary	3.38%
Metals & Mining	3.03%
Consumer Staples	2.23%
Financial	2.18%