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UTI Nifty200 Momentum 30 Index Fund Direct Growth
+18.55%
3Y annualised
+0.26% 1D
NAV: 20 Apr '26
₹21.36
Min. for SIP
₹500
Fund size (AUM)
₹7,475.58 Cr
Expense ratio
0.43%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹27,150 | -9.50% | |
| 1 year | ₹60,000 | ₹54,513 | -9.14% | |
| 3 years | ₹1,80,000 | ₹1,74,702 | -2.94% | |
| 5 years | ₹3,00,000 | ₹3,53,830 | +17.94% |
Holdings (30)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| State Bank of India | Financial | Equity | 5.76% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 5.76% |
| Shriram Finance Ltd | Financial | Equity | 5.16% |
| Eicher Motors Ltd. | Automobile | Equity | 5.11% |
| Bharti Airtel Ltd. | Communication | Equity | 4.81% |
| TVS Motor Company Ltd. | Automobile | Equity | 4.61% |
| Bajaj Finance Ltd. | Financial | Equity | 4.55% |
| Asian Paints Ltd. | Chemicals | Equity | 4.48% |
| BSE Ltd. | Services | Equity | 4.37% |
| Hero Motocorp Ltd. | Automobile | Equity | 4.24% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 4.21% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 3.82% |
| Interglobe Aviation Ltd. | Services | Equity | 3.65% |
| Muthoot Finance Ltd. | Financial | Equity | 3.33% |
| Cummins India Ltd. | Capital Goods | Equity | 3.31% |
| The Federal Bank Ltd. | Financial | Equity | 3.28% |
| AU Small Finance Bank Ltd. | Financial | Equity | 3.15% |
| Canara Bank | Financial | Equity | 2.46% |
| Ashok Leyland Ltd. | Automobile | Equity | 2.34% |
| L&T Finance Ltd. | Financial | Equity | 2.34% |
| One97 Communications Ltd. | Services | Equity | 2.15% |
| Max Financial Services Ltd. | Financial | Equity | 2.14% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 2.11% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 2.09% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 2.03% |
| Indian Bank | Financial | Equity | 2.02% |
| Aditya Birla Capital Ltd. | Financial | Equity | 1.97% |
| GMR Airports Ltd. | Construction | Equity | 1.61% |
| UPL Ltd. | Chemicals | Equity | 1.59% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 1.54% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +10.2% | +18.6% | +14.8% | +16.0% |
| Category average (Equity Large & MidCap) | +0.9% | +17.5% | +18.0% | -- |
| Rank (Equity Large & MidCap) | 21 | 19 | 24 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | +18.44% | +27.68% | 13,995.29 | |
Bandhan Large & Mid Cap Fund Direct Growth | +11.28% | +25.24% | 14,108.57 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +8.83% | +21.99% | 27,004.55 | |
Nippon India Vision Large & Mid Cap Direct Growth | +7.76% | +21.32% | 6,299.19 | |
DSP Large & Mid Cap Fund Direct Plan Growth | +6.27% | +21.03% | 15,780.10 | |
| Compare | ||||
Fund management
SKGSharwan Kumar GoyalFeb 2021 - PresentView details
SKG
Sharwan Kumar Goyal
Feb 2021 - Present
View details
AJAyush JainMay 2022 - PresentView details
AJ
Ayush Jain
May 2022 - Present
View details
About UTI Nifty200 Momentum 30 Index Fund Direct Growth
UTI Nifty200 Momentum 30 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Sharwan Kumar Goyal is the Current Fund Manager of UTI Nifty200 Momentum 30 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,53,000 Cr and the Latest NAV as of 20 Apr 2026 is ₹21.36.
The UTI Nifty200 Momentum 30 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000.
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Investment Objective
The scheme seeks 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.
Fund benchmarkNifty 200 Momentum 30 Total Return Index
Fund house
Rank (total assets)#8 in India
Total AUM₹3,52,999.67 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,