UTI Nifty200 Momentum 30 Index Fund - Growth - Regular Plan

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  • Net Change on 06-12-2023

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Fund Overview Growth | Regular Plan

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  • 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 - 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.)
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Jul 27, 1999 18.15 19.20 14.63 1.03 62.05

Fund Holdings as on 31-October-2023

  • EQ - TVS MOTOR COMPANY LTD

  • EQ - BAJAJ AUTO LTD.

  • EQ - POWER FINANCE CORPORATION LTD.

  • EQ - REC LTD

  • EQ - CHOLAMANDALAM INVESTMENT & FIN

  • EQ - AXIS BANK LTD.

  • EQ - INDIAN HOTELS COMPANY LTD.

  • EQ - ITC LTD.

  • EQ - GODREJ CONSUMER PRODUCTS LTD

  • EQ - BANK OF BARODA

  • EQ - SIEMENS INDIA LTD.

  • EQ - BHARAT ELECTRONICS LTD.

  • EQ - IDFC FIRST BANK LTD

  • EQ - TRENT LIMITED

  • EQ - HINDUSTAN AERONAUTICS LTD

  • EQ - CUMMINS INDIA LTD.

  • EQ - ABB INDIA LTD.

  • EQ - INTERGLOBE AVIATION LTD

  • EQ - POLYCAB INDIA LTD

  • EQ - AUROBINDO PHARMA LTD.

  • EQ - ASTRAL LTD.

  • EQ - TORRENT PHARMACEUTICALS LTD.

  • EQ - DALMIA BHARAT LTD

  • EQ - PUNJAB NATIONAL BANK

  • EQ - APOLLO TYRES LTD.

  • EQ - MAHINDRA & MAHINDRA FINANCIAL

  • EQ - ZYDUS LIFESCIENCES LTD

  • EQ - RAMCO CEMENTS LTD.

  • EQ - SYNGENE INTERNATIONAL LTD.

  • EQ - ADITYA BIRLA CAPITAL LTD

  • CLEARING CORPORATION OF INDIA LTD. STD - MARGIN

  • NET CURRENT ASSETS

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  • Automobile Two & Three Wheelers

  • Finance Term Lending

  • Bank - Private

  • Finance - NBFC

  • Electric Equipment

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Hotel, Resort & Restaurants

  • Cigarettes/Tobacco

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Retailing

  • Defence

  • Diesel Engines

  • Cement & Construction Materials

  • Airlines

  • Cable

  • Plastic Products

  • Tyres & Allied

  • 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 ₹2,657.81 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 up ₹0.08(0.47%)yesterday to ₹17.7756.

Among its top 3 holdings the fund has exposure to EQ - TVS MOTOR COMPANY 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