UTI Nifty200 Momentum 30 Index Fund - Growth - Regular Plan

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  • Net Change on 03-12-2021

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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 (₹)

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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 -1.90 3.76 N/A N/A N/A 38.48

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 32.57 19.05 16.75 2.43 72.53
Principal Nifty 100 Equal Weight Fund-Growth Jul 27, 1999 36.44 15.99 14.15 0.96 18.05

Fund Holdings as on 31-October-2021

  • EQ TATA MOTORS LTD.

  • EQ HINDALCO INDUSTRIES LTD.

  • EQ BAJAJ FINANCE LTD.

  • EQ WIPRO LTD.

  • EQ STATE BANK OF INDIA

  • EQ VEDANTA LTD

  • EQ GRASIM INDUSTRIES LTD.

  • EQ TATA STEEL LTD.

  • EQ INFOSYS LTD.

  • EQ ASIAN PAINTS LTD.

  • EQ ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD

  • EQ JSW STEEL LTD.

  • EQ ADANI ENTERPRISES LTD.

  • EQ UPL LTD.

  • EQ MINDTREE LTD.

  • EQ TATA POWER COMPANY LTD.

  • EQ APOLLO HOSPITALS ENTERPRISE LTD.

  • EQ STEEL AUTHORITY OF INDIA LTD.

  • EQ DEEPAK NITRITE LTD.

  • EQ CHOLAMANDALAM INVESTMENT & FINANCE COMPANY LTD

  • EQ HAVELLS INDIA LTD.

  • EQ VOLTAS LTD.

  • EQ JINDAL STEEL & POWER LTD.

  • EQ TATA CHEMICALS LTD.

  • EQ BALKRISHNA INDUSTRIES LTD.

  • EQ NMDC LTD.

  • EQ L&T TECHNOLOGY SERVICES LTD

  • EQ GUJARAT GAS LTD

  • EQ BHARAT HEAVY ELECTRICALS LTD.

  • EQ CADILA HEALTHCARE LTD.

  • CLEARING CORPORATION OF INDIA LTD. STD - 91 DaysMargin deposit

  • NET CURRENT ASSETS

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  • IT - Software

  • Steel & Iron Products

  • Metal - Non Ferrous

  • Finance - NBFC

  • Automobiles-Trucks/Lcv

  • Bank - Public

  • Diversified

  • Paints

  • Port

  • Trading

  • Pesticides & Agrochemicals

  • Chemicals

  • Power Generation/Distribution

  • Hospital & Healthcare Services

  • Electric Equipment

  • Air Conditioners

  • Steel/Sponge Iron/Pig Iron

  • Tyres & Allied

  • Mining & Minerals

  • Engineering

  • Gas Transmission/Marketing

  • Engineering - Industrial Equipments

  • Pharmaceuticals & Drugs

  • Miscellaneous

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  • 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 ₹713.91 crore. UTI Nifty200 Momentum 30 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty200 Momentum 30 Index as secondary index.

The NAV of UTI Nifty200 Momentum 30 Index Fund ended down ₹-0.07(-0.48%)yesterday to ₹13.7393.

Among its top 3 holdings the fund has exposure to EQ TATA MOTORS LTD., and

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

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