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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

7,476 Cr

Lock In Period

N/A

Expense Ratio

0.9

Benchmark

Nifty200 Momentum 30 Index

Exit Load

Nil

Summary

Latest details for UTI Nifty200 Momentum 30 Index Fund Growth include a 20.8732 NAV as of Apr 22,2026 and returns since inception of 65.77%. Minimum investments start at SIP ₹500. The UTI Nifty200 Momentum 30 Index Fund Growth AUM is ₹7,476 Cr, with a lock-in of N/A years, expense ratio of 0.9%, and benchmark Nifty200 Momentum 30 Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 9.08% returns, against a category average of 0.37% and a category best of 19.17%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.080.3719.17
6M-3.210.8761.10
1Y7.744.55159.29
3Y18.3513.17224.97

Portfolio Analysis

  • Equity: 99.99%
  • Debt: 0.02%
  • Others
As on: 2026-03-31
View allocation % by

1. SHRIRAM FINANCE LTD5.16%
2. BAJAJ FINANCE LTD.4.55%
3. MUTHOOT FINANCE LTD.3.33%
4. L&T FINANCE LIMITED2.34%
5. CHOLAMANDALAM INVESTMENT & FIN2.09%

1. EICHER MOTORS LTD5.11%
2. TVS MOTOR COMPANY LTD4.61%
3. HERO MOTOCORP LTD.4.24%

1. STATE BANK OF INDIA5.76%
2. CANARA BANK2.46%
3. INDIAN BANK2.02%

1. FEDERAL BANK LTD.3.28%
2. AU SMALL FINANCE BANK LTD3.15%

1. HINDALCO INDUSTRIES LTD.5.76%

1. BHARTI AIRTEL LTD.4.81%

1. ASIAN PAINTS (INDIA) LTD.4.48%

1. BSE LTD4.37%

1. MARUTI SUZUKI INDIA LTD.4.21%

1. MAX FINANCIAL SERVICES LTD.2.14%
2. ADITYA BIRLA CAPITAL LTD1.97%

1. SBI LIFE INSURANCE COMPANY LTD3.82%

1. INTERGLOBE AVIATION LTD3.65%

1. CUMMINS INDIA LTD.3.31%

1. ASHOK LEYLAND LTD2.34%

1. ONE 97 COMMUNICATIONS LTD2.15%

1. FORTIS HEALTHCARE LTD.2.11%

1. FSN E-COMMERCE VENTURES(NYKAA)2.03%

1. GMR AIRPORTS LIMITED1.61%

1. UPL LTD.1.59%

1. GLENMARK PHARMACEUTICALS LTD.1.54%

About Fund

UTI Nifty200 Momentum 30 Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹7,476 Crore. The fund benchmarks its performance against the Nifty200 Momentum 30 Index while maintaining an expense ratio of 0.9. 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 Name1Y3Y
This FundTata Nifty India Digital Exchange Traded Fund Growth-1.545463.5657
This FundNippon India ETF Hang Seng BeES Growth37.107263.7082
This FundUTI Nifty200 Momentum 30 Index Fund Growth7.742965.7705
This FundKotak Silver ETF Growth155.5388224.0972
This FundICICI Prudential Silver ETF Growth156.1729224.9749

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 0.9. 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 : 9.08%
  • 6 Months : -3.21%
  • 1 Year : 7.74%
  • 3 Years : 18.35%
Returns of UTI Nifty200 Momentum 30 Index Fund Growth are updated daily based on NAV of ₹ 20.8732 as on Apr 22,2026. Since inception, the return has been 65.77%.

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 ₹7,476 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.
Min Inv Amount: ₹500