UTI Nifty200 Momentum 30 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

UTI Nifty200 Momentum 30 Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹8,438 Cr

Lock In Period

N/A

Expense Ratio

1.64

Exit Load

Nil

Benchmark

Nifty200 Momentum 30 Index

UTI Nifty200 Momentum 30 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.69-0.0812.19
6M-1.491.5438.10
1Y5.064.96107.56
3Y12.9812.13228.66

Portfolio Analysis

  • Equity: 99.88%
  • Debt: 0.12%
  • Others
As on: 2026-06-30
View allocation % by

1. NTPC LTD.4.96%
2. ADANI POWER LTD.4.83%
3. ADANI GREEN ENERGY LTD2.31%

1. MULTI COMMODITY EXCHANGE OF IN4.96%
2. BSE LTD4.94%

1. LAURUS LABS LTD.4.78%
2. TORRENT PHARMACEUTICALS LTD.2.61%
3. GLENMARK PHARMACEUTICALS LTD.1.58%

1. GE VERNOVA T & D INDIA LTD4.86%
2. ADANI ENERGY SOLUTIONS LTD3.02%

1. HINDALCO INDUSTRIES LTD.4.86%
2. NATIONAL ALUMINIUM CO. LTD.2.52%

1. TATA STEEL LTD.4.91%
2. STEEL AUTHORITY OF INDIA LTD.1.53%

1. SHRIRAM FINANCE LTD5.08%
2. L&T FINANCE LIMITED0.98%

1. CG POWER & IND SOLUTIONS LTD3.23%
2. ABB INDIA LTD.1.83%

1. CUMMINS INDIA LTD.5.06%

1. POLYCAB INDIA LTD2.93%
2. KEI INDUSTRIES LTD.1.65%

1. VEDANTA LTD4.40%

1. FEDERAL BANK LTD.3.72%

1. BHARAT HEAVY ELECTRICALS LTD.3.46%

1. BHARAT FORGE LTD.3.39%

1. HITACHI ENERGY INDIA LTD3.16%

1. SAMVARDHANA MOTHERSON INTL LTD2.89%

1. VODAFONE IDEA LTD2.15%

1. SOLAR INDUSTRIES INDIA LTD.1.96%

1. ADITYA BIRLA CAPITAL LTD1.32%
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About Fund UTI Nifty200 Momentum 30 Index Fund Growth

UTI Nifty200 Momentum 30 Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹8,438 Crore. The fund benchmarks its performance against the Nifty200 Momentum 30 Index while maintaining an expense ratio of 1.64. Under the expert guidance of Sharwan Kumar Goyal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sharwan Kumar Goyal

Mr. Sharwan Kumar Goyal holds B.Com, CFA and MMS. He began his career with UTI in June 2006 and has 12 years of overall experience in Risk / portfolio management. Presently he is working as Fund Manager for Overseas Investment.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Nippon India ETF Nifty Dividend Opportunities 50 Growth071 CR0.16
Tata Nifty India Digital Exchange Traded Fund Growth0168 CR0.17
UTI Nifty200 Momentum 30 Index Fund Growth08,438 CR1.64
HDFC Silver ETF Growth07,472 CR0.5
ICICI Prudential Silver ETF Growth013,700 CR0.4
Fund Name1Y3Y
This FundNippon India ETF Nifty Dividend Opportunities 50 Growth4.123743.0973
This FundTata Nifty India Digital Exchange Traded Fund Growth1.251544.1912
This FundUTI Nifty200 Momentum 30 Index Fund Growth5.05644.2314
This FundHDFC Silver ETF Growth105.9448228.2076
This FundICICI Prudential Silver ETF Growth107.1057228.6618

UTI Nifty200 Momentum 30 Index Fund Growth FAQs

UTI Nifty200 Momentum 30 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Nifty200 Momentum 30 Index Fund Growth is 1.64. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Nifty200 Momentum 30 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 2.69%
  • 6 Months : -1.49%
  • 1 Year : 5.06%
  • 3 Years : 12.98%
Returns of UTI Nifty200 Momentum 30 Index Fund Growth are updated daily based on NAV of ₹ 21.1176 as on Aug 13,2026. Since inception, the return has been 44.23%.

You can invest in UTI Nifty200 Momentum 30 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Nifty200 Momentum 30 Index Fund Growth is ₹8,438 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Nifty200 Momentum 30 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.