UTI Nifty 200 Momentum 30 Index Fund - Direct - Growth
A Other Scheme by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
16.89%
Expense Ratio
0.47%
as of 02/04/2026
AUM
₹6,578.82 Cr
Qtr End: Dec 25
NAV
₹21.31
as of 17/04/2026
3Y Returns (CAGR)
16.89%
Expense Ratio
0.47%
as of 02/04/2026
AUM
₹6,578.82 Cr
Qtr End: Dec 25
NAV
₹21.31
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.32% | -5.19% | 29.53% |
| 6M | -3.63% | -7.13% | 21.88% |
| 1Y | 4.99% | 4.99% | 18.06% |
| 3Y | 59.72% | 16.89% | 19.35% |
| 5Y | 92.45% | 13.99% | 19.54% |
Scheme Details
- Launch Date
- 18/02/2021
- Fund Age
- 5.1 years
- Minimum Investment
- ₹5,000
- Benchmark
- Nifty200 Momentum 30
- Fund House
- UTI Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Kotak Nifty 200 Momentum 30 Index Fund - Direct - Growth | - | 0.20% | ₹333.72 |
| UTI Nifty 200 Momentum 30 Index Fund - Direct - Growth | 16.89% | 0.47% | ₹6,578.82 |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct - Growth | - | 0.47% | ₹8.59 |
| DSP Nifty 50 Equal Weight Index Fund - Direct - Growth | 16.54% | 0.41% | ₹1,472.01 |
| HDFC NIFTY50 Equal Weight Index Fund - Direct - Growth | 16.52% | 0.40% | ₹1,072.88 |
| SBI Nifty50 Equal Weight Index Fund - Direct - Growth | - | 0.47% | ₹314.48 |
| Kotak NIFTY 100 Low Volatility 30 Index Fund - Direct - Growth | - | 0.20% | ₹92.89 |