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3 Year return

27.58%
20222022Jul '22Jul '2220232023Jul '23Jul '2320242024
Launched on February 2021 (4 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹18,000
Gain
  • 56.55%
  • ₹10,179
  • Total Value
  • ₹28,179

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹5496.24 Cr.

Expense Ratio

0.46% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings
₹5496.24Crores
Other Holdings% of Asset
REC Ltd4.98 %
NTPC4.83 %
Power Fin.Corpn.4.63 %
Dr Reddy's Labs4.53 %
Bharat Electron4.29 %
TVS Motor Co.4.25 %
Larsen & Toubro4.24 %
Lupin3.9 %
Aurobindo Pharma3.81 %
Hero Motocorp3.74 %
B H E L3.6 %
DLF3.56 %
Colgate-Palmoliv2.9 %
Polycab India2.67 %
NMDC2.47 %
Punjab Natl.Bank2.42 %
Bharat Forge2.06 %
Alkem Lab1.95 %
Zydus Lifesci.1.75 %
Ipca Labs.1.39 %
Oberoi Realty1.31 %
L&T Finance Ltd0.94 %
Escorts Kubota0.7 %
The Ramco Cement0.48 %
Sun TV Network0.4 %
Net CA & Others-0.2 %

UTI Mutual Fund Managers

SG

Sharwan Kumar Goyal

Fund Manager since Apr 2022

View Details

Fund House Details

UTI Mutual Fund

UTI Mutual Fund Asset management company

AUM ₹290,993.03 Cr.
No. of Schemes 250
Setup Date January 2003

Peer Comparison

Comparison with other similar funds

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
18.24%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

18.23%
6.16%

About UTI Nifty 200 Momentum 30 Index Fund Direct Plan Growth

UTI Nifty 200 Momentum 30 Index Fund, managed by UTI Mutual Fund, falls under the category of index funds with a unique approach. This direct plan offers the growth option, allowing your investment to grow over time in line with the selected index. The fund aims to capture the momentum of the Nifty 200 Index by selecting and weighing stocks based on the index. The expense ratio of the fund is slightly higher than the category average.

Investment Objective of the Scheme

The scheme's primary objective is to provide investors with returns that closely correspond to the performance of the Nifty 200 Momentum 30 Index. UTI Nifty 200 Momentum 30 Index Fund Direct Plan Growth aims to achieve this by investing in a portfolio of stocks roughly in the same proportion as the aforementioned index. The fund focuses on delivering market returns by harnessing the momentum factor.

Key Features of The Fund

5-year return NA
Expense Ratio 0.46%
Fund Manager Sharwan Kumar Goyal
Fund Size ₹5496.24 Cr
Risk Profile Very High

Is This Scheme Right for Me?

If you're interested in standard returns while benefiting from the momentum factor, UTI Nifty 200 Momentum 30 Index Fund Direct Plan Growth could be a suitable choice. This fund is aligned with individuals looking to gain exposure to a diversified set of stocks that have displayed positive price momentum. However, it's important to remember that index-based investments involve market risks. Assess your investment goals and risk tolerance before considering this fund. Consulting financial experts can provide personalised insights for informed decisions.

AMC Contact Details

Name UTI Mutual Fund
Launch Date January 2003
Addresss First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact 1800 266 1230(+91) 022 6227 8000022 – 68990800
Email service@uti.co.in
Website https://www.utimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of UTI Nifty 200 Momentum 30 Index Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Nifty 200 Momentum 30 Index Fund on May 29 2024, is ₹23.7933