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Home Mf Research Uti Nifty200 Momentum 30 Index Fund Regular Plan Growth
UTI MUTUAL FUND

Mutual Fund Research

UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth

UTI MUTUAL FUND Others Others Index

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,035.69 +3.57%
Two Week 2026-10-19 ₹1,000.00 ₹1,014.70 +1.47%
One Month 2026-10-05 ₹1,000.00 ₹997.19 -0.28%
Three Months 2026-08-05 ₹3,000.00 ₹2,897.95 -3.40%
Six Months 2026-05-07 ₹6,000.00 ₹5,784.91 -3.58%
One Year 2025-11-03 ₹12,000.00 ₹11,596.92 -3.36%
Three Year 2023-11-06 ₹36,000.00 ₹34,216.91 -4.95%
Five Year 2021-11-08 ₹60,000.00 ₹70,251.18 +17.09%
Since Inception 2021-03-10 ₹69,000.00 ₹84,916.22 +23.07%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Electrical Equipment 15.74%
Power 14.18%
Pharmaceuticals & Biotechnology 11.14%
Capital Markets 10.18%
Industrial Products 8.36%
Non - Ferrous Metals 7.67%
Finance 7.24%
Ferrous Metals 6.72%
Auto Components 6.53%
Diversified Metals 4.25%
Banks 3.74%
Chemicals & Petrochemicals 2.16%
Telecom - Services 2.02%
Other 0.07%

Top Holdings

Company-wise portfolio exposure

EQ - LAURUS LABS LTD. 6.54%
EQ - MULTI COMMODITY EXCHANGE OF IN 6.04%
EQ - TATA STEEL LTD. 5.04%
EQ - SHRIRAM FINANCE LTD 5.02%
EQ - HINDALCO INDUSTRIES LTD. 5.02%
EQ - NTPC LTD. 4.70%
EQ - ADANI POWER LTD. 4.62%
EQ - CUMMINS INDIA LTD. 4.46%
EQ - GE VERNOVA T & D INDIA LTD 4.32%
EQ - VEDANTA LTD 4.25%
EQ - BSE LTD 4.14%
EQ - FEDERAL BANK LTD. 3.74%
EQ - BHARAT HEAVY ELECTRICALS LTD. 3.64%
EQ - SAMVARDHANA MOTHERSON INTL LTD 3.34%
EQ - BHARAT FORGE LTD. 3.19%
EQ - CG POWER & IND SOLUTIONS LTD 3.03%
EQ - HITACHI ENERGY INDIA LTD 2.90%
EQ - TORRENT PHARMACEUTICALS LTD. 2.85%
EQ - ADANI ENERGY SOLUTIONS LTD 2.79%
EQ - NATIONAL ALUMINIUM CO. LTD. 2.65%
EQ - POLYCAB INDIA LTD 2.48%
EQ - SOLAR INDUSTRIES INDIA LTD. 2.16%
EQ - ADANI GREEN ENERGY LTD 2.07%
EQ - VODAFONE IDEA LTD 2.02%
EQ - ABB INDIA LTD. 1.85%
EQ - GLENMARK PHARMACEUTICALS LTD. 1.75%
EQ - STEEL AUTHORITY OF INDIA LTD. 1.68%
EQ - KEI INDUSTRIES LTD. 1.42%
EQ - ADITYA BIRLA CAPITAL LTD 1.34%
EQ - L&T FINANCE LIMITED 0.88%
NET CURRENT ASSETS 0.07%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
19.54%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
0.36
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Edelweiss Msci India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth 20.80% 20.76% 15.97%
ICICI Prudential Nifty Pharma Index Fund - Regular Plan - Growth 20.63% 21.60% 20.34%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 18.25% 0.00% 14.12%
Tata Nifty Capital Markets Index Fund - Regular Plan - Growth 18.09% 0.00% 20.83%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 17.67% 25.02% 19.44%
Tata Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 15.40% 0.00% 17.49%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 15.35% 0.00% 11.79%
ICICI Prudential Nasdaq 100 Index Fund - Regular Plan - Growth 15.03% 27.72% 17.48%
Bandhan Bse Healthcare Index Fund - Regular Plan - Growth 11.55% 0.00% 6.59%
DSP Nifty Healthcare Index Fund - Regular Plan - Growth 11.29% 0.00% 12.04%

Returns are historical and do not guarantee future performance.

View All Others Index Funds

Fund Family

Compare schemes from UTI MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
UTI Silver Exchange Traded Fund - Regular Plan - Growth 17.69% 33.72% 25.93%
UTI Silver ETF Fund Of Fund - Regular Plan - Growth 16.27% 32.81% 24.96%
UTI Healthcare Fund - Regular Plan - IDCW Payout 13.25% 22.31% 11.32%
UTI Healthcare Fund - Regular Plan - IDCW Reinvestment 13.25% 0.00% 10.27%
UTI Healthcare Fund - Regular Plan - Growth 13.25% 22.31% 12.39%
UTI Gold Exchange Traded Fund - Regular Plan - Growth 13.21% 29.98% -10.21%
UTI Gold ETF Fund Of Fund - Regular Plan - Growth 12.13% 29.47% 26.56%
UTI Money Market Fund - Regular Plan - Annual IDCW Payout 6.25% 7.20% 5.86%
UTI Money Market Fund - Regular Plan - Annual IDCW Reinvestment 6.25% 0.00% 6.18%
UTI Money Market Fund - Regular Plan - Growth 6.25% 7.03% 26.83%

Returns are historical and do not guarantee future performance.

View All UTI MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.36%
Expense Ratio (Direct)
0.89%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty200 Momentum 30 TRI

Exit Load

Charges that may apply when you redeem units

N/A
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