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
▲▼
22828 people have invested ₹ 13.6Cr in UTI Nifty200 Momentum 30 Index Fund Direct Growth in the last three months
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Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
See fund asset allocation details as on (14-Aug-25)
Fund Distribution
as on (14-Aug-25)
Equity 99.9%
Debt & Cash 0.1%
See fund sector allocation details as on (14-Aug-25)
Sector Allocation
Equity 99.9%
Debt & Cash 0.1%
Top 3 Sectors in July were Financial Services, Industrial & Tech
Financial Services
49%
Industrial
15%
Tech
9%
Financial Services
49%
Industrial
15%
Tech
9%
as on (31-Jul-25)
Equity
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
Expense ratio | 0.43% |
Benchmark | Nifty200 Momentum 30 TR INR |
AUM | ₹8199 Cr |
Inception Date | 10 March, 2021 |
Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 0% |
Lock In | No Lock-in |
TurnOver | 118.3% |
Risk | Very High Risk |
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.
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.
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
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 benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
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 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 of UTI Nifty200 Momentum 30 Index Fund Direct Growth, since 2 May 2022
Fund Manager of UTI Nifty200 Momentum 30 Index Fund Direct Growth, since 10 March 2021
5Y CAGR
▲ 20.08
5Y CAGR
▲ 25.72
5Y CAGR
▲ 25.80
3Y CAGR
▲ 20.32