UTI Nifty200 Momentum 30 Index Fund - Growth - Regular Plan

Other Plans and Options
  • 1.85 %Nav, as on 27-05-2022

  • Previous Nav

  • Net Change on 27-05-2022

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty200 Momentum 30 Index -13.75 -10.50 N/A N/A N/A -4.76
Nifty200 Momentum 30 Index - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Taurus Ethical Fund - Regular Plan - Growth Option Mar 20, 2009 3.62 15.54 12.51 2.45 78.79
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Jul 27, 1999 3.23 11.63 8.65 0.95 57.34

Fund Holdings as on 30-April-2022

  • EQ - ADANI ENTERPRISES LTD.

  • EQ - TATA POWER COMPANY LTD.

  • EQ - BHARTI AIRTEL LTD.

  • EQ - STATE BANK OF INDIA

  • EQ - TITAN COMPANY LTD.

  • EQ - GRASIM INDUSTRIES LTD.

  • EQ - BAJAJ FINSERV LTD.

  • EQ - APOLLO HOSPITALS ENTERPRISE LT

  • EQ - VEDANTA LTD

  • EQ - TATA MOTORS LTD.

  • EQ - INFOSYS LTD.

  • EQ - SRF LTD.

  • EQ - MINDTREE LTD.

  • EQ - WIPRO LIMITED

  • EQ - TECH MAHINDRA LTD.

  • EQ - LARSEN & TOUBRO INFOTECH LTD

  • EQ - INDIAN RAILWAY CATERING & TOUR

  • EQ - MPHASIS LTD

  • EQ - UNITED SPIRITS LTD.

  • EQ - HAVELLS INDIA LTD.

  • EQ - BHARAT ELECTRONICS LTD.

  • EQ - L&T TECHNOLOGY SERVICES LTD

  • EQ - DEEPAK NITRITE LTD.

  • EQ - DIXON TECHNOLOGIES (INDIA) LTD

  • EQ - COFORGE LTD

  • EQ - POLYCAB INDIA LTD

  • EQ - TATA CHEMICALS LTD.

  • EQ - ESCORTS LTD.

  • EQ - TORRENT POWER LTD.

  • EQ - GUJARAT GAS LTD

  • CLEARING CORPORATION OF INDIA LTD. STD - MARGIN

  • NET CURRENT ASSETS

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  • IT - Software

  • Diversified

  • Trading

  • Power Generation/Distribution

  • Telecommunication - Service Provider

  • Bank - Public

  • Diamond & Jewellery

  • Finance - Investment

  • Hospital & Healthcare Services

  • Metal - Non Ferrous

  • Automobiles-Trucks/Lcv

  • Travel Services

  • Chemicals

  • Breweries & Distilleries

  • Electric Equipment

  • Engineering - Industrial Equipments

  • Engineering

  • Consumer Durables - Electronics

  • Cable

  • Automobiles-Tractors

  • Gas Transmission/Marketing

  • Miscellaneous

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Fund Manager

  • Cash

  • Deposits

  • Equity

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About UTI Nifty200 Momentum 30 Index Fund

Scheme Analysis

UTI Nifty200 Momentum 30 Index Fund is a Index Funds - Other fund and belongs to UTI Mutual Fund. It was launched on 10-Mar-2021 and currently has an AUM of ₹1,416.63 crore. UTI Nifty200 Momentum 30 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty200 Momentum 30 Index as primary index and Nifty200 Momentum 30 Index - TRI as secondary index.

The NAV of UTI Nifty200 Momentum 30 Index Fund ended up ₹0.21(1.85%)yesterday to ₹11.6837.

Among its top 3 holdings the fund has exposure to EQ - ADANI ENTERPRISES LTD., and

The UTI Nifty200 Momentum 30 Index Fund is managed by Sharwan Kumar Goyal and Ayush Jain.

Fund House Contact

UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051

+91 (22) 66786666
service@uti.co.in
+91 (22) 66786503,56786578
www.utimf.com