UTI Nifty200 Momentum 30 Index Fund Direct Growth

UTI Nifty200 Momentum 30 Index Fund Direct Growth

Get the latest NAV of UTI Nifty200 Momentum 30 Index Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹20.95

0.2%1D

NAV as on 14 Aug 2025

18.17%/per year

Since Inception

Absolute Gain%

22828 people have invested ₹ 13.6Cr in UTI Nifty200 Momentum 30 Index Fund Direct Growth in the last three months

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
UTI Nifty200 Momentum 30 Index Fund
-
8,199Cr
0.43%
-13.56%
17.86%
-0.17
1.00
0.74
1.12
-1.12
Motilal Oswal Nifty India Defence Index Fund Direct Growth
-
3,496Cr
0.42%
11.25%
-
--
--
--
--
--
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth
-
2,594Cr
0.5%
-3.68%
-
--
--
--
--
--
Nippon India Nifty Smallcap 250 Index Fund Dir Gr Direct Growth
-
2,479Cr
0.35%
-3%
22.59%
-0.78
0.99
0.91
1.51
-2.64
Positive: 3Y returns in the top 25% of the category
3Y returns in the top 25% of the category
Positive: Larger AUM within category
Larger AUM within category
Negative: No bad points found for this fund.
No bad points found for this fund.

UTI Nifty200 Momentum 30 Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit


Total Corpus

0

Absolute Return

UTI Nifty200 Momentum 30 Index Fund Asset Allocation

See fund asset allocation details as on (14-Aug-25)

Fund Distribution

as on (14-Aug-25)

Equity 99.9%

Debt & Cash 0.1%

Large cap
75.2%

Mid cap
24.7%

Large Cap allocation has gone up from 62.1% to 75.2%
Large Cap allocation has gone up from 62.1% to 75.2%
Mid Cap allocation has gone down from 37.9% to 24.7%
Mid Cap allocation has gone down from 37.9% to 24.7%
Cash allocation has gone up from -0% to 0.1%
Cash allocation has gone up from -0% to 0.1%

UTI Nifty200 Momentum 30 Index Fund Sector Allocation

See fund sector allocation details as on (14-Aug-25)

Sector Allocation

Equity 99.9%

Debt & Cash 0.1%

Tech
31.3%
Consumer Cyclical
22.7%
Health
13.9%
Communication
9.2%
Financial Services
8.8%
Industrial
8.2%
Basic Materials
2.8%
Consumer Defensive
2.2%
Energy
1%

Top 3 Sectors in July were Financial Services, Industrial & Tech

Jul'25

Financial Services

49%

Industrial

15%

Tech

9%

Jun'25

Financial Services

49%

Industrial

15%

Tech

9%

UTI Nifty200 Momentum 30 Index Fund Holdings Details

as on (31-Jul-25)

Equity

Holdings
Weight%
1M Change
InterGlobe Aviation Ltd
5.42%
1.2%
ICICI Bank Ltd
5.38%
1.2%
HDFC Bank Ltd
5.27%
1.2%
SBI Life Insurance Co Ltd
5.14%
1.2%
Bharti Airtel Ltd
5.04%
1.2%
Top Stocks bought last month
One97 Communications Ltd's allocation increased from 1.79% to 2.22%
One97 Communications Ltd's allocation increased from 1.79% to 2.22%
ICICI Bank Ltd's allocation increased from 4.98% to 5.38%
ICICI Bank Ltd's allocation increased from 4.98% to 5.38%
Dixon Technologies (India) Ltd's allocation increased from 1.83% to 2.17%
Dixon Technologies (India) Ltd's allocation increased from 1.83% to 2.17%
Top Stocks sold last month
Bajaj Finserv Ltd's allocation decreased from 5.26 % to 5.01 %
Bajaj Finserv Ltd's allocation decreased from 5.26 % to 5.01 %
HDFC Life Insurance Co Ltd's allocation decreased from 5.09 % to 4.98 %
HDFC Life Insurance Co Ltd's allocation decreased from 5.09 % to 4.98 %
Bajaj Finance Ltd's allocation decreased from 4.95 % to 4.91 %
Bajaj Finance Ltd's allocation decreased from 4.95 % to 4.91 %

UTI Nifty200 Momentum 30 Index Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.43%
Benchmark
Nifty200 Momentum 30 TR INR
AUM₹8199 Cr
Inception Date10 March, 2021
Min Lumpsum/SIP₹1000/₹500
Exit Load0%
Lock InNo Lock-in
TurnOver
118.3%
Risk
Risk meter
pointer
Very High Risk

About UTI Nifty200 Momentum 30 Index 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 Ayush Jain, Sharwan Kumar Goyal. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. UTI Nifty200 Momentum 30 Index Fund Direct Growth has ₹8199 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
  2. The fund has an expense ratio 0.4.

Returns

UTI Nifty200 Momentum 30 Index Fund Direct Growth has given a CAGR return of 18.17% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -13.56% and 17.86% respectively.

Holdings

UTI Nifty200 Momentum 30 Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Tech, Health, Consumer Cyclical, Communication, Basic Materials, Consumer Defensive. Its top holdings are InterGlobe Aviation Ltd, ICICI Bank Ltd, HDFC Bank Ltd, SBI Life Insurance Co Ltd, Bharti Airtel 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 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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 Manager

Ayush Jain

Fund Manager of UTI Nifty200 Momentum 30 Index Fund Direct Growth, since 2 May 2022

Sharwan Kumar Goyal

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

Learn more about UTI Mutual Fund
Parameters
Jul'25
Jun'25
May'25
AUM
₹ 8.2K Cr
₹ 8.5K Cr
₹ 8.1K Cr
  • AUM of the fund stands at 8.2K Cr as of Jul'25
  • AUM decreased by 343.6 Cr between Jul'25 and Jun'25

Frequently Asked Questions for UTI Nifty200 Momentum 30 Index Fund Direct Growth

How do I invest in UTI Nifty200 Momentum 30 Index Fund?

INDmoney makes it simple to invest in the UTI Nifty200 Momentum 30 Index Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘UTI Nifty200 Momentum 30 Index Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of UTI Nifty200 Momentum 30 Index Fund?

The NAV of the fund today is ₹20.95. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

UTI Nifty200 Momentum 30 Index Fund fund has generated a return of -13.56% in 1 year, 17.86% in 3 years

Who is the fund manager of UTI Nifty200 Momentum 30 Index Fund?

The fund managers are Ayush Jain, Sharwan Kumar Goyal.

What is the expense ratio of the fund?

The expense ratio is 0.43%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹8199 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of UTI Nifty200 Momentum 30 Index Fund?

The top 3 holdings of the fund are InterGlobe Aviation Ltd(5.42%), ICICI Bank Ltd(5.38%), HDFC Bank Ltd(5.27%)