Return

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  • 1Y
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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

8,712 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 18.7446 NAV as of Apr 01,2026 and returns since inception of 48.34%. Minimum investments start at SIP ₹500. The UTI Nifty200 Momentum 30 Index Fund Growth AUM is ₹8,712 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 -13.71% returns, against a category average of -2.04% and a category best of 3.73%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-13.71-2.043.73
6M-9.670.2563.75
1Y-4.383.71130.45
3Y14.0511.31217.53

Portfolio Analysis

  • Equity: 99.94%
  • Debt: 0.06%
  • Others
As on: 2026-02-28
View allocation % by

1. SHRIRAM FINANCE LTD5.51%
2. BAJAJ FINANCE LTD.4.88%
3. MUTHOOT FINANCE LTD.3.05%
4. L&T FINANCE LIMITED2.38%
5. CHOLAMANDALAM INVESTMENT & FIN2.30%

1. EICHER MOTORS LTD5.36%
2. TVS MOTOR COMPANY LTD4.57%
3. HERO MOTOCORP LTD.4.13%

1. STATE BANK OF INDIA6.10%
2. CANARA BANK2.71%
3. INDIAN BANK2.04%

1. FEDERAL BANK LTD.3.27%
2. AU SMALL FINANCE BANK LTD3.09%

1. HINDALCO INDUSTRIES LTD.5.19%

1. MARUTI SUZUKI INDIA LTD.4.39%

1. BHARTI AIRTEL LTD.4.38%

1. ASIAN PAINTS (INDIA) LTD.4.24%

1. MAX FINANCIAL SERVICES LTD.2.24%
2. ADITYA BIRLA CAPITAL LTD2.00%

1. INTERGLOBE AVIATION LTD3.86%

1. BSE LTD3.81%

1. SBI LIFE INSURANCE COMPANY LTD3.78%

1. CUMMINS INDIA LTD.3.11%

1. ASHOK LEYLAND LTD2.77%

1. FORTIS HEALTHCARE LTD.2.16%

1. ONE 97 COMMUNICATIONS LTD2.12%

1. FSN E-COMMERCE VENTURES(NYKAA)1.97%

1. GMR AIRPORTS LIMITED1.65%

1. UPL LTD.1.54%

1. GLENMARK PHARMACEUTICALS LTD.1.34%

About Fund

UTI Nifty200 Momentum 30 Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹8,712 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.

Peer Comparison

Fund Name1Y3Y
This FundICICI Prudential Nifty India Consumption ETF Growth-2.960947.189
This FundKotak Nifty India Consumption ETF Growth-2.886447.5445
This FundUTI Nifty200 Momentum 30 Index Fund Growth-4.376148.3384
This FundKotak Silver ETF Growth129.9053217.1545
This FundICICI Prudential Silver ETF Growth130.4508217.5258

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 : -13.71%
  • 6 Months : -9.67%
  • 1 Year : -4.38%
  • 3 Years : 14.05%
Returns of UTI Nifty200 Momentum 30 Index Fund Growth are updated daily based on NAV of ₹ 18.7446 as on Apr 01,2026. Since inception, the return has been 48.34%.

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 ₹8,712 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