UTI Nifty 200 Momentum 30 Index Fund · Regular · Growth
NAV
₹20.6976
as of 15 Jul 2026
Expense Ratio
0.90%
AUM
₹8,447 Cr
Lumpsum returns (CAGR)
- 1Y
- -1.34%
- 3Y
- +12.63%
- 5Y
- +11.09%
- Since Inception
- +14.60%
SIP returns (XIRR)
- 1Y
- +0.96%
- 3Y
- +2.56%
- 5Y
- +9.24%
- Since Inception
- +9.86%
What history actually did — last 5 years (Jul 2021 – Jul 2026)
A ₹5,000 monthly SIP for the last 5 years (Jul 2021 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹3,73,437 today — ₹3,00,000 invested, 8.9% XIRR.
₹3,00,000
Invested
₹3,73,437
Value today
8.9%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 5 years (Jul 2021 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 5 years ago would be ₹1,69,182 today (11.1% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2021 would still hold ₹13,18,379.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 5 years (Jul 2021 – Jul 2026) (3 Jun 2024) would be ₹85,941 today (0.86×).
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, annualised-0.25
Sharpe Ratio
—
Alpha
—
Beta
-0.25
Sortino
19.11%
Std Dev
-16.25%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 May 2026- Finance19.43%
- Automobiles16.66%
- Banks15.62%
- Non - Ferrous Metals6.51%
- Capital Markets5.99%
- Insurance5.62%
- Consumer Durables4.90%
- Telecom - Services4.38%
- Industrial Products3.84%
- Transport Services3.62%
- Financial Technology (Fintech)2.22%
- Healthcare Services2.19%
Each sector links to the mutual funds most exposed to it.
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
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