UTI Nifty200 Momentum 30 Index Fund - Growth - Regular Plan

Other Plans and Options
  • (-3.27%)Nav, as on 27-01-2023

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  • Net Change on 27-01-2023

  • 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 - 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 0.17 14.50 10.20 2.41 85.40
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Jul 27, 1999 0.41 13.53 7.15 0.95 55.69

Fund Holdings as on 31-December-2022

  • EQ - ADANI ENTERPRISES LTD.

  • EQ - STATE BANK OF INDIA

  • EQ - MAHINDRA & MAHINDRA LTD.

  • EQ - NTPC LTD.

  • EQ - AXIS BANK LTD.

  • EQ - SUN PHARMACEUTICALS INDUSTRIES

  • EQ - BANK OF BARODA

  • EQ - ITC LTD.

  • EQ - BHARTI AIRTEL LTD.

  • EQ - ICICI BANK LTD

  • EQ - AMBUJA CEMENTS LTD.

  • EQ - EICHER MOTORS LTD

  • EQ - BHARAT ELECTRONICS LTD.

  • EQ - COAL INDIA LTD.

  • EQ - FEDERAL BANK LTD.

  • EQ - HINDUSTAN AERONAUTICS LTD

  • EQ - INDIAN HOTELS COMPANY LTD.

  • EQ - PIDILITE INDUSTRIES LTD.

  • EQ - TVS MOTOR COMPANY LTD

  • EQ - TRENT LIMITED

  • EQ - CUMMINS INDIA LTD.

  • EQ - CANARA BANK

  • EQ - JINDAL STEEL & POWER LTD

  • EQ - IDFC FIRST BANK LTD

  • EQ - PUNJAB NATIONAL BANK

  • EQ - SIEMENS INDIA LTD.

  • EQ - ABB INDIA LTD.

  • EQ - BHARAT HEAVY ELECTRICALS LTD.

  • EQ - ADITYA BIRLA CAPITAL LTD

  • EQ - ESCORTS KUBOTA LTD

  • CLEARING CORPORATION OF INDIA LTD. STD - MARGIN

  • NET CURRENT ASSETS

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  • Bank - Private

  • Bank - Public

  • Automobile Two & Three Wheelers

  • Trading

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Cigarettes/Tobacco

  • Telecommunication - Service Provider

  • Engineering - Industrial Equipments

  • Cement & Construction Materials

  • Mining & Minerals

  • Airlines

  • Defence

  • Hotel, Resort & Restaurants

  • Chemicals

  • Electric Equipment

  • Retailing

  • Diesel Engines

  • Steel/Sponge Iron/Pig Iron

  • Finance - NBFC

  • Automobiles-Tractors

  • Miscellaneous

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Fund Manager

  • Cash

  • 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 ₹2,104.11 crore. UTI Nifty200 Momentum 30 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty200 Momentum 30 - TRI as secondary index.

The NAV of UTI Nifty200 Momentum 30 Index Fund ended down ₹-0.41(-3.27%)yesterday to ₹12.2469.

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