UTI Nifty 200 Momentum 30 Index Fund - Direct - Growth
A Other Scheme by UTI Asset Mgmt. Co. Ltd.
3Y Returns (CAGR)
20.20%
Expense Ratio
0.44%
as of 02/02/2026
AUM
₹6,578.82 Cr
Qtr End: Dec 25
NAV
₹21.345
as of 02/03/2026
3Y Returns (CAGR)
20.20%
Expense Ratio
0.44%
as of 02/02/2026
AUM
₹6,578.82 Cr
Qtr End: Dec 25
NAV
₹21.345
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹16.7k
Abs. Returns67.4%
CAGR18.8%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -2.60% | -10.02% | 15.25% |
| 6M | 2.33% | 4.71% | 12.94% |
| 1Y | 13.45% | 13.45% | 15.43% |
| 3Y | 73.69% | 20.20% | 17.98% |
| 5Y | 112.01% | 16.22% | 18.92% |
Scheme Details
- Launch Date
- 18/02/2021
- Fund Age
- 5 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 | 20.20% | 0.44% | ₹6,578.82 |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct - Growth | - | 0.47% | ₹9.15 |
| DSP Nifty 50 Equal Weight Index Fund - Direct - Growth | 19.74% | 0.41% | ₹1,472.01 |
| HDFC NIFTY50 Equal Weight Index Fund - Direct - Growth | 19.72% | 0.40% | ₹1,072.88 |
| SBI Nifty50 Equal Weight Index Fund - Direct - Growth | - | 0.45% | ₹314.48 |
| HDFC NIFTY 100 Equal Weight Index Fund - Direct - Growth | 20.90% | 0.40% | ₹280.11 |