UTI Nifty 200 Momentum 30 Index Fund · Regular · Growth
NAV
₹21.0196
as of 17 Jun 2026
Expense Ratio
0.90%
AUM
₹8,447 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.78%
- 3Y
- +13.58%
- 5Y
- +12.12%
- Since Inception
- +15.14%
SIP returns (XIRR)
- 1Y
- +3.81%
- 3Y
- +4.39%
- 5Y
- +10.21%
- Since Inception
- +10.68%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹31,500
Invested
₹39,200
Value today
8.4%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,989
Value today
14.0%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹3,15,000
Withdrawn
₹15,97,466
Corpus left
+₹9,12,466 net gain — withdrew ₹3,15,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹9,63,047
Value today
-19.3%
vs lumpsum
Direct lumpsum would have beaten STP by 19.3% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 03 Jun 2024
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹82,546
Value today
0.8×
Multiple
Risk Metrics
Trailing 1 year, annualised-0.46
Sharpe Ratio
—
Alpha
—
Beta
-0.45
Sortino
19.52%
Std Dev
-22.43%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Finance19.00%
- Automobiles18.00%
- Banks17.00%
- Insurance6.00%
- Non - Ferrous Metals6.00%
- Telecom - Services5.00%
- Transport Services4.00%
- Consumer Durables4.00%
- Capital Markets4.00%
- Industrial Products3.00%
- Agricultural, Commercial & Construction Vehicles2.00%
- Financial Technology (Fintech)2.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Investment Objective
UTI Nifty 200 Momentum 30 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
UTI Nifty 200 Momentum 30 Index Fund · Regular · Growth is a Index Fund mutual fund offered by UTI Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹8,447 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty 200 Momentum 30 TRI. The current expense ratio is 0.90%.
Who Should Invest?
- •Aggressive investors comfortable with significant short-term volatility
- •Investors with a long-term horizon of 7+ years who can ride out market cycles
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations