UTI Nifty200 Momentum 30 Index Fund Growth Return

  • 1M
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  • 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(%)
1M-1.23-1.414.21
6M2.431.7630.38
1Y0.733.3687.49
3Y10.2412.08220.48

Portfolio Analysis

  • Equity: 99.88%
  • Debt: 0.11%
  • Others
As on: 2026-07-31
View allocation % by

1. NTPC LTD.4.88%
2. ADANI POWER LTD.4.61%
3. ADANI GREEN ENERGY LTD2.16%

1. LAURUS LABS LTD.5.78%
2. TORRENT PHARMACEUTICALS LTD.2.93%
3. GLENMARK PHARMACEUTICALS LTD.1.61%

1. MULTI COMMODITY EXCHANGE OF IN4.75%
2. BSE LTD4.70%

1. GE VERNOVA T & D INDIA LTD4.29%
2. ADANI ENERGY SOLUTIONS LTD3.37%

1. HINDALCO INDUSTRIES LTD.5.00%
2. NATIONAL ALUMINIUM CO. LTD.2.63%

1. TATA STEEL LTD.5.00%
2. STEEL AUTHORITY OF INDIA LTD.1.51%

1. SHRIRAM FINANCE LTD5.15%
2. L&T FINANCE LIMITED1.00%

1. CUMMINS INDIA LTD.4.98%

1. CG POWER & IND SOLUTIONS LTD2.96%
2. ABB INDIA LTD.1.92%

1. POLYCAB INDIA LTD2.71%
2. KEI INDUSTRIES LTD.1.53%

1. VEDANTA LTD4.19%

1. FEDERAL BANK LTD.4.08%

1. BHARAT FORGE LTD.3.52%

1. BHARAT HEAVY ELECTRICALS LTD.3.44%

1. SAMVARDHANA MOTHERSON INTL LTD2.97%

1. HITACHI ENERGY INDIA LTD2.94%

1. VODAFONE IDEA LTD1.96%

1. SOLAR INDUSTRIES INDIA LTD.1.94%

1. ADITYA BIRLA CAPITAL LTD1.37%
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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
Kotak Nifty 200 Momentum 30 Index Fund Growth0587 CR1.61
Nippon India Nifty Alpha Low Volatility 30 Index Fund Growth01,291 CR1.2
UTI Nifty200 Momentum 30 Index Fund Growth08,438 CR1.64
Aditya Birla Sun Life Silver ETF Growth02,993 CR0.35
ICICI Prudential Silver ETF Growth015,107 CR0.4
Fund Name1Y3Y
This FundKotak Nifty 200 Momentum 30 Index Fund Growth0.678632.9675
This FundNippon India Nifty Alpha Low Volatility 30 Index Fund Growth-1.078733.0434
This FundUTI Nifty200 Momentum 30 Index Fund Growth0.727533.9909
This FundAditya Birla Sun Life Silver ETF Growth86.5204220.4501
This FundICICI Prudential Silver ETF Growth86.6585220.4832

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 : -1.23%
  • 6 Months : 2.43%
  • 1 Year : 0.73%
  • 3 Years : 10.24%
Returns of UTI Nifty200 Momentum 30 Index Fund Growth are updated daily based on NAV of ₹ 20.8794 as on Sep 10,2026. Since inception, the return has been 33.99%.

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.