SKG
Sharwan Kumar GoyalFund Manager Since 10 Mar 2021
EquityIndex Funds
UTI Nifty200 Momentum 30 Index Fund Regular Growth
3Y Annualised
14.30%
-1.74% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.85%
-1.74% 1D
Benchmark
Motilal Oswal S&P 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 2 months
NIFTY 50
5 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹7352.90 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Tata Nifty Capital Markets Index Fund Direct Growth
12.95%
2nd
Tata Nifty Capital Markets Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
12.95%
3rd
Tata Nifty Capital Markets Index Fund Direct Payout Inc Dist cum Cap Wdrl
12.95%
4th
Tata Nifty Capital Markets Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl
12.88%
5th
Tata Nifty Capital Markets Index Fund Regular Payout Inc Dist cum Cap Wdrl
12.88%
478th
UTI Nifty200 Momentum 30 Index Fund Regular Growth
1.85%
Fund Managers
AJ
Ayush JainFund Manager Since 2 May 2022
About UTI Nifty200 Momentum 30 Index Fund Regular Growth
UTI Nifty200 Momentum 30 Index Fund Regular Growth is a Equity mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 4 years, having been launched on 2021-03-10. UTI Nifty200 Momentum 30 Index Fund Regular Growth has ₹7352.90 Cr worth of assets under management (AUM) as of Sun Apr 27 2025. The latest Net Asset Value (NAV) of UTI Nifty200 Momentum 30 Index Fund Regular Growth as of Fri Apr 25 2025 is ₹19.5455. The fund has an expense ratio of 0.92%, which is medium comparable to most other Equity funds.
UTI Nifty200 Momentum 30 Index Fund Regular Growth returns for the last 1 year are -9.58%. Since launch, it has delivered 17.64% average annual returns.
The UTI Nifty200 Momentum 30 Index Fund Regular Growth has the majority of its money invested in Communication Services, Healthcare, Consumer Cyclical, Technology, Industrials sectors.
Top 5 Holdings of UTI Nifty200 Momentum 30 Index Fund Regular Growth.
- Bharti Airtel Ltd: 6.26%
- Sun Pharmaceuticals Industries Ltd: 5.44%
- Mahindra & Mahindra Ltd: 5.17%
- Divi's Laboratories Ltd: 5.03%
- HCL Technologies Ltd: 4.84%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2021-03-10 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Nifty200 Momentum 30 Index Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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