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Index FundVery High📊 Nifty200 Quality 30 TRI

UTI Nifty 200 Quality 30 Index Fund · Regular · Growth

UTI Mutual Fund

#206 of 253 (1Y)

NAV

₹8.7016

as of 16 Jul 2026

Expense Ratio

1.09%

AUM

₹620 Cr

Viewing Regular · Growth
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High
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Lumpsum returns (CAGR)

1Y
-3.97%
3Y
5Y
Since Inception
-7.37%

SIP returns (XIRR)

1Y
-3.00%
3Y
5Y
Since Inception
-2.00%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

-0.35

Sharpe Ratio

Alpha

Beta

-0.34

Sortino

14.08%

Std Dev

-15.92%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 May 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseUTI Mutual Fund
CategoryIndex Fund
BenchmarkNifty200 Quality 30 TRI
Launch Date20 Sept 2024
AMFI Code152858
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

UTI Nifty 200 Quality 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 Quality 30 Index Fund · Regular · Growth is a Index Fund mutual fund offered by UTI Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹620 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty200 Quality 30 TRI. The current expense ratio is 1.09%.

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
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