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3 Year return
27.58%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹5496.24 Cr.
Expense Ratio
0.46% (inclusive of GST)
Exit Load
Nil
Tax Implications
Fund Holdings
Other Holdings | % of Asset |
---|---|
REC Ltd | 4.98 % |
NTPC | 4.83 % |
Power Fin.Corpn. | 4.63 % |
Dr Reddy's Labs | 4.53 % |
Bharat Electron | 4.29 % |
TVS Motor Co. | 4.25 % |
Larsen & Toubro | 4.24 % |
Lupin | 3.9 % |
Aurobindo Pharma | 3.81 % |
Hero Motocorp | 3.74 % |
B H E L | 3.6 % |
DLF | 3.56 % |
Colgate-Palmoliv | 2.9 % |
Polycab India | 2.67 % |
NMDC | 2.47 % |
Punjab Natl.Bank | 2.42 % |
Bharat Forge | 2.06 % |
Alkem Lab | 1.95 % |
Zydus Lifesci. | 1.75 % |
Ipca Labs. | 1.39 % |
Oberoi Realty | 1.31 % |
L&T Finance Ltd | 0.94 % |
Escorts Kubota | 0.7 % |
The Ramco Cement | 0.48 % |
Sun TV Network | 0.4 % |
Net CA & Others | -0.2 % |
UTI Mutual Fund Managers
SG
Sharwan Kumar Goyal
Fund Manager since Apr 2022
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
DSP Nifty Next 50 Index Fund Direct Plan IDCW Payout |
23.03% |
0 |
LIC MF Nifty Next 50 Index Fund Direct Plan IDCW Payout |
22.95% |
0 |
ICICI Prudential Nifty Next 50 Index Fund Direct Plan IDCW Payout |
22.89% |
0 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
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 |
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.