UTI Nifty200 Momentum 30 Index Fund Direct Growth
NAV as on 17-04-2025
₹ 19.37
▲1%
1D
Inception Returns
17.5%
/yr
Historical NAV & Returns
Absolute
▲
▼
25499 people have invested ₹ 13.4Cr in UTI Nifty200 Momentum 30 Index Fund Direct Growth in the last three months
About UTI Nifty200 Momentum 30 Index Fund Direct Growth
UTI Nifty200 Momentum 30 Index Fund Direct Growth is an equity fund. This fund was started on 10 March, 2021. The fund is managed by Sharwan Kumar Goyal. The fund could potentially beat inflation in the long-run.
Key Parameters
- UTI Nifty200 Momentum 30 Index Fund Direct Growth has ₹7353 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
UTI Nifty200 Momentum 30 Index Fund Direct Growth has given a CAGR return of 17.47% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -9.32% and 11.91% respectively.
Holdings
UTI Nifty200 Momentum 30 Index Fund Direct Growth has allocated its funds majorly in Tech, Consumer Cyclical, Health, Communication, Financial Services, Industrial, Basic Materials, Consumer Defensive, Energy. Its top holdings are Bharti Airtel Ltd, Sun Pharmaceuticals Industries Ltd, Mahindra & Mahindra Ltd, Divi's Laboratories Ltd, HCL Technologies 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 Direct Growth
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 Direct Growth has no lock in period.
UTI Nifty200 Momentum 30 Index Fund Direct Growth Overview
| Expense ratio | 0.43% |
Benchmark | Nifty200 Momentum 30 TR INR |
| AUM | ₹7353 Cr |
| Inception Date | 10 March, 2021 |
| Min Lumpsum/SIP | ₹1000/₹500 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 125.29% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
INDmoney Rank for UTI Nifty200 Momentum 30 Index Fund Direct Growth
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IND ranking is not available for this fund.
Larger AUM within category
3Y returns in the bottom 25% of the category
Fund Distribution
as on (31-Mar-25)
Large cap
64.6%
Mid cap
35.5%
Sector Allocation
Tech
29.3%
Consumer Cyclical
24.1%
Health
14.7%
Communication
9.8%
Financial Services
9.1%
Industrial
6.7%
Basic Materials
3%
Consumer Defensive
2.2%
Energy
1%
All changes are between Jan'25 and Mar'25
- This fund’s returns stands at 5.61% whereas the fund’s underlying benchmark Nifty200 Momentum 30 returns stands at 6.33% as on Mar'25
- This fund underperformed Nifty200 Momentum 30 by 0.72% in Mar'25
- AUM of the fund stands at 7.4K Cr as of Mar'25
- AUM increased by 308.8 Cr between Mar'25 and Feb'25
Top Stocks bought last month
Bharat Electronics Ltd's allocation increased from 3.88% to 4.5%
BSE Ltd's allocation increased from 3.34% to 3.74%
Vedanta Ltd's allocation increased from 2.73% to 3.03%
Top Stocks sold last month
Mahindra & Mahindra Ltd's allocation decreased from 5.3 % to 5.17 %
Divi's Laboratories Ltd's allocation decreased from 5.03 % to 5.03 %
HCL Technologies Ltd's allocation decreased from 5.05 % to 4.84 %
Large Cap allocation has gone down from 65% to 64.6%
Mid Cap allocation has gone up from 35.1% to 35.5%
Cash allocation has gone down from -0.1% to -0.1%
Top 3 Sectors in March were Tech, Consumer Cyclical & Health
Mar'25
Tech
29%
Consumer Cyclical
24%
Health
15%
Feb'25
Tech
31%
Consumer Cyclical
25%
Health
14%
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Bharti Airtel Ltd | 6.26% | -1.1% | |
 Sun Pharmaceuticals Industries Ltd | 5.44% | -1.1% | |
 Mahindra & Mahindra Ltd | 5.17% | -1.1% | |
 Divi's Laboratories Ltd | 5.03% | -1.1% | |
 HCL Technologies Ltd | 4.84% | -1.1% |
See all
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
UTI Nifty200 Momentum 30 Index Fund Direct Growth | -9.32% | 11.91% | - | 17.47% |
 Motilal Oswal Nifty Bank Index Fund Direct Growth | 15.05% | 13.86% | 21.46% | 13.14% |
 SBI Nifty Index Fund Direct Growth | 8.73% | 11.97% | 21.85% | 12.63% |
 ICICI Prudential Nifty 50 Index Plan Direct Growth | 8.69% | 11.94% | 21.79% | 12.97% |
See all
Top Growth Drivers | 1M Return |
|---|---|
 BSE Ltd | 43% |
 Bharti Airtel Ltd | 16.1% |
 Bharat Electronics Ltd | 3.5% |
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Sharwan Kumar Goyal
Fund Manager of UTI Nifty200 Momentum 30 Index Fund Direct Growth, since 10 March 2021
Top funds managed
Fund House
UTI Asset Management Co Ltd
Total Schemes
Total AUM
₹2.21L Cr
as on 31-Mar-2025
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051
Phone
+912266786666
Website
pms_care@uti.co.in
UTI Nifty200 Momentum 30 Index Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 17.47% since inception which is more than its category average return of 8.09%
Fund Allocations
This fund has an allocation of 100.1% in Equity, 0% in Debt and -0.1% in Cash related instruments
AUM size ₹7353 Cr
This fund has AUM of ₹7353 Cr which is more than its category average of ₹ 771 Cr
Expense Ratio 0.43%
This fund has an expense ratio of 0.43% which is less than its category average expense ratio of 0.55%
More funds from UTI
5Y CAGR
▲ 27.16
5Y CAGR
▲ 29.33
5Y CAGR
▲ 23.63
Frequently Asked Questions for UTI Nifty200 Momentum 30 Index Fund Direct Growth
The current NAV of UTI Nifty200 Momentum 30 Index Fund Direct Growth is ₹19.37 as on 17-Apr-2025.
Existing (Absolute + CAGR) as on 17-Apr-2025.
UTI Nifty200 Momentum 30 Index Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 4.27% | 4.27% |
6 Month Returns | -22.74% | -22.74% |
1 Year Returns | -9.32% | -9.32% |
3 Years Returns | 40.15% | 11.91% |
With INDmoney, the process of investing is very simple and involves zero commission.
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0.43% as on March 2025
₹7353 Cr as on March 2025
Bharti Airtel Ltd(6.26%), Sun Pharmaceuticals Industries Ltd(5.44%), Mahindra & Mahindra Ltd(5.17%), Divi's Laboratories Ltd(5.03%), HCL Technologies Ltd(4.84%) as on March 2025
Tech(29.33%), Consumer Cyclical(24.17%), Health(14.67%) as on March 2025
The alpha ratio for the UTI Nifty200 Momentum 30 Index Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
UTI Nifty200 Momentum 30 Index Fund Direct Growth | -0.03 | -0.07 | - |
As on March 2025
The alpha for UTI Nifty200 Momentum 30 Index Fund Direct Growth is calculated against Nifty200 Momentum 30 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the UTI Nifty200 Momentum 30 Index Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
UTI Nifty200 Momentum 30 Index Fund Direct Growth | 1 | 1 | - |
As on March 2025
The Beta for UTI Nifty200 Momentum 30 Index Fund Direct Growth is calculated with Nifty200 Momentum 30 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the UTI Nifty200 Momentum 30 Index Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
UTI Nifty200 Momentum 30 Index Fund Direct Growth | -0.6 | 0.37 | - |
As on March 2025
The sharpe ratio for UTI Nifty200 Momentum 30 Index Fund Direct Growth is calculated with Nifty200 Momentum 30 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the UTI Nifty200 Momentum 30 Index Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
UTI Nifty200 Momentum 30 Index Fund Direct Growth | 20.89 | 20.12 | - |
As on March 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 0.54 as on March 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Sharwan Kumar Goyal is the fund manager of UTI Nifty200 Momentum 30 Index Fund Direct Growth
The Exit load of UTI Nifty200 Momentum 30 Index Fund Direct Growth is 0%