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UTI Nifty200 Momentum 30 Index Fund Direct Growth

UTI Nifty200 Momentum 30 Index Fund Direct Growth

Equity

Direct

Index Funds

About the Fund

UTI Nifty200 Momentum 30 Index Fund Direct Growth is an equity fund. This fund was started on 10 March, 2021. The fund is managed by Sharwan Kumar Goyal. The fund could potentially beat inflation in the long-run.

Key Parameters

UTI Nifty200 Momentum 30 Index Fund Direct Growth has ₹6971 Cr worth of assets under management (AUM) as on Jun 2024 and is more than category average.
The fund has an expense ratio 0.5.

Returns

UTI Nifty200 Momentum 30 Index Fund Direct Growth has given a CAGR return of 29.81% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 62.74% and 25.17% respectively.

Holdings

UTI Nifty200 Momentum 30 Index Fund Direct Growth has allocated its funds majorly in Consumer Cyclical, Industrial, Financial Services, Utilities, Communication, Energy, Basic Materials, Tech, Health, Real Estate. Its top holdings are NTPC Ltd, Tata Motors Ltd, Trent Ltd, Bharti Airtel Ltd, Adani Ports & Special Economic Zone Ltd

Taxation

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Dividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.

Investment objective of UTI Nifty200 Momentum 30 Index Fund Direct Growth

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 However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. UTI Nifty200 Momentum 30 Index Fund Direct Growth has no lock in period.

Fund Performance

14924 people have invested ₹ 22.3Cr in UTI Nifty200 Momentum 30 Index Fund Direct Growth in the last three months

INDmoney Rank

IND ranking is not available for this fund.

3Y returns in the top 25% of the category

Larger AUM within category

No bad points found for this fund.

Fund Overview

Expense ratio	0.46%
Benchmark	Nifty200 Momentum 30
AUM	₹6971 Cr
Inception Date	10 March, 2021
Min Lumpsum/SIP	₹1000/₹500
Exit Load	0%
Lock In	No Lock-in
TurnOver	116.21%
Risk	Very High Risk

Fund Distribution
as on (30-Jun-24)

Equity 100%

Large cap

74.1%

Mid cap

26%

Sector Allocation

Jun'24

May'24

Apr'24

Consumer Cyclical

28.8%

Industrial

28.6%

Financial Services

10%

Utilities

Communication

6.8%

Energy

4.6%

Basic Materials

4.4%

Tech

3.9%

Health

3.2%

Real Estate

0.7%

All changes are between Apr'24 and Jun'24

as on (30-Jun-24)

Equity

Holdings	Weight%	1M Change
NTPC Ltd	5.2%	20.2%
Tata Motors Ltd	5.14%	5.4%
Trent Ltd	5.09%	-22.2%
Bharti Airtel Ltd	5.06%	100%
Adani Ports & Special Economic Zone Ltd	5.04%	100%

See all

Returns %
Fund Ratios
Overview

Funds	1Y Returns	3Y Returns	5Y Returns	Since Inception
UTI Nifty200 Momentum 30 Index Fund Direct Growth	62.7%	25.2%	-	29.8%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct Growth	66.9%	18.5%	-	25.4%
DSP Nifty Next 50 Index Fund Direct Growth	63%	22.9%	22.8%	21.1%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct Growth	54.4%	27.3%	-	29.9%

See all

Returns for the month of Jun

Gainers
Losers

Top Growth Drivers	1M Return
Samvardhana Motherson International Ltd	2.4%

Sharwan Kumar Goyal

Fund Manager of UTI Nifty200 Momentum 30 Index Fund Direct Growth, since 10 March 2021

Top funds managed

Scheme	Annualised Returns(3Y)	Category Returns(3Y)
UTI Arbitrage Fund Direct Growth Option	6.36%	5.58%
UTI Nifty Next 50 Index Fund Direct Growth	22.78%	--
UTI Nifty 50 Index Fund-Growth Option- Direct	16.55%	--

UTI Nifty200 Momentum 30 Index Fund Direct Growth Highlights

Very High Risk

Investors understand that their principal will be at Very High Risk

About the fund

This fund has delivered an average annual returns of 29.81% since inception which is more than its category average return of 22.95%

Fund Allocations

This fund has an allocation of 100.07% in Equity, 0% in Debt and -0.07% in Cash related instruments

AUM size ₹6971 Cr

This fund has AUM of ₹6971 Cr which is more than its category average of ₹ 794 Cr

Expense Ratio 0.46%

This fund has an expense ratio of 0.46% which is less than its category average expense ratio of 0.54%

Frequently Asked Questions

The current NAV of UTI Nifty200 Momentum 30 Index Fund Direct Growth is ₹24.25 as on 25-Jul-2024.

Existing (Absolute + CAGR) as on 25-Jul-2024.

UTI Nifty200 Momentum 30 Index Fund Direct Growth	Absolute Returns	CAGR Returns
1 Month Returns	-1.42%	-1.42%
6 Month Returns	25.2%	25.2%
1 Year Returns	62.74%	62.74%
3 Years Returns	96.13%	25.17%
5 Years Returns	0%	0%

With INDmoney, the process of investing is very simple and involves zero commission.

Click Buy on the fund name.
Input the amount you are looking to invest.
Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
Select your bank account and proceed with Payment.

0.46% as on June 2024

₹6971 Cr as on June 2024

NTPC Ltd(5.2%), Tata Motors Ltd(5.14%), Trent Ltd(5.09%), Bharti Airtel Ltd(5.06%), Adani Ports & Special Economic Zone Ltd(5.04%) as on June 2024

Consumer Cyclical(28.82%), Industrial(28.66%), Financial Services(9.99%) as on June 2024

The alpha ratio for the UTI Nifty200 Momentum 30 Index Fund Direct Growth for various period is as follows:

Fund Name	Alpha 1 Year	Alpha 3 Years	Alpha 5 Years
UTI Nifty200 Momentum 30 Index Fund Direct Growth	-0.15	-0.27	-

As on June 2024

The alpha for UTI Nifty200 Momentum 30 Index Fund Direct Growth is calculated against Nifty200 Momentum 30. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

The Beta ratio for the UTI Nifty200 Momentum 30 Index Fund Direct Growth for various period is as follows:

Fund Name	Beta 1 Year	Beta 3 Years	Beta 5 Years
UTI Nifty200 Momentum 30 Index Fund Direct Growth	1	1	-

As on June 2024

The Beta for UTI Nifty200 Momentum 30 Index Fund Direct Growth is calculated with Nifty200 Momentum 30. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

The sharpe ratio for the UTI Nifty200 Momentum 30 Index Fund Direct Growth for various period is as follows:

Fund Name	Sharpe Ratio 1 Year	Sharpe Ratio 3 Years	Sharpe Ratio 5 Years
UTI Nifty200 Momentum 30 Index Fund Direct Growth	3.32	1.14	-

As on June 2024

The sharpe ratio for UTI Nifty200 Momentum 30 Index Fund Direct Growth is calculated with Nifty200 Momentum 30. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

The standard deviation for the UTI Nifty200 Momentum 30 Index Fund Direct Growth for various period is as follows:

Fund Name	Standard Deviation 1 Year	Standard Deviation 3 Years	Standard Deviation 5 Years
UTI Nifty200 Momentum 30 Index Fund Direct Growth	13.94	17.23	-

As on June 2024

Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

Sortino ratio is 1.99 as on June 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

Sharwan Kumar Goyal is the fund manager of UTI Nifty200 Momentum 30 Index Fund Direct Growth

The Exit load of UTI Nifty200 Momentum 30 Index Fund Direct Growth is 0%

UTI Nifty200 Momentum 30 Index Fund Direct Growth