UTI Nifty 200 Momentum 30 Index Fund · Regular · Growth
NAV
₹19.9417
as of 29 Sept 2026
Expense Ratio
1.36%
AUM
₹8,405 Cr
Lumpsum returns (CAGR)
- 1Y
- -1.57%
- 3Y
- +8.36%
- 5Y
- +8.46%
- Since Inception
- +13.23%
SIP returns (XIRR)
- 1Y
- -5.41%
- 3Y
- -1.31%
- 5Y
- +6.89%
- Since Inception
- +7.80%
What history actually did — last 5 years (Sept 2021 – Sept 2026)
A ₹5,000 monthly SIP for the last 5 years (Sept 2021 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹3,54,631 today — ₹3,00,000 invested, 6.7% XIRR.
₹3,00,000
Invested
₹3,54,631
Value today
6.7%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 5 years (Sept 2021 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 5 years ago would be ₹1,50,493 today (8.5% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Sept 2021 would still hold ₹11,50,302.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 5 years (Sept 2021 – Sept 2026) (3 Jun 2024) would be ₹82,978 today (0.83×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.13
Sharpe Ratio
—
Alpha
—
Beta
0.13
Sortino
17.46%
Std Dev
-16.25%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Electrical Equipment15.99%
- Power13.39%
- Pharmaceuticals & Biotechnology10.53%
- Capital Markets9.99%
- Industrial Products8.96%
- Non - Ferrous Metals7.88%
- Finance7.69%
- Auto Components6.58%
- Ferrous Metals6.45%
- Diversified Metals4.30%
- Banks3.96%
- Telecom - Services2.10%
Each sector links to the mutual funds most exposed to it.
Related reading
Thinking about UTI Nifty 200 Momentum 30 Index Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
What this fund does
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 ₹8,405 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty 200 Momentum 30 TRI. The current expense ratio is 1.36%.
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