UTI Nifty200 Momentum 30 Index Fund
Get the latest NAV of UTI Nifty200 Momentum 30 Index Fund. 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.
₹19.34
1D
NAV as on 27 Mar 2026
13.96%/per year
Since Inception
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16578 people have invested ₹ 9.4Cr in UTI Nifty200 Momentum 30 Index Fund in the last three months
INDmoney Rank
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UTI Nifty200 Momentum 30 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Nifty200 Momentum 30 Index Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
UTI Nifty200 Momentum 30 Index Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Corporate, Financial Services & Consumer Cyclical
Corporate
72%
Financial Services
47%
Consumer Cyclical
20%
Corporate
100%
Financial Services
47%
Consumer Cyclical
20%
UTI Nifty200 Momentum 30 Index Fund Holdings Details
as on (28-Feb-26)
UTI Nifty200 Momentum 30 Index Fund Overview
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 | ₹8712 Cr |
| Inception Date | 10 March, 2021 |
| Min Lumpsum/SIP | ₹1,000/₹500 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 118.3% |
| Risk |   Very High Risk |
About UTI Nifty200 Momentum 30 Index Fund
UTI Nifty200 Momentum 30 Index Fund 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
- UTI Nifty200 Momentum 30 Index Fund has ₹8712 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
UTI Nifty200 Momentum 30 Index Fund has given a CAGR return of 13.96% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -1.37%, 16.71% and 14.41% respectively.
Holdings
UTI Nifty200 Momentum 30 Index Fund has allocated its funds majorly in Corporate, Financial Services, Cash Equivalent, Consumer Cyclical, Industrial, Basic Materials, Communication, Health, Tech. Its top holdings are State Bank of India, Shriram Finance Ltd, Eicher Motors Ltd, Hindalco Industries Ltd, Bajaj Finance 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 benefitDividends 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
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 has no lock in period.
Fund Manager
Ayush Jain
Fund Manager of UTI Nifty200 Momentum 30 Index Fund, since 2 May 2022
Sharwan Kumar Goyal
Fund Manager of UTI Nifty200 Momentum 30 Index Fund, since 10 March 2021
- AUM of the fund stands at 8.7K Cr as of Feb'26
- AUM increased by 265.7 Cr between Feb'26 and Jan'26
Frequently Asked Questions for UTI Nifty200 Momentum 30 Index Fund
How do I invest in UTI Nifty200 Momentum 30 Index Fund?
- 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.