UTI Nifty200 Momentum 30 Index Fund Direct Growth

Equity
Large & MidCap
Very High Risk
14.58%
3Y annualised
-2.36% 1D
1M
6M
1Y
3Y
All
NAV: 11 Feb 2025₹20.01
Min. SIP amount₹500
Rating1
Fund size₹7,668.01Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-1.6%14.6%19.3%
Category averageNA4.7%14.7%NA
Rank with in categoryNA3320NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
CommunicationEquity5.60%
AutomobileEquity5.53%
TechnologyEquity5.43%
TechnologyEquity5.36%
HealthcareEquity5.22%
TechnologyEquity5.00%
TechnologyEquity4.65%
HealthcareEquity4.63%
Capital GoodsEquity4.58%
ServicesEquity4.49%
ServicesEquity4.44%
Capital GoodsEquity4.17%
ServicesEquity4.06%
ServicesEquity3.63%
TechnologyEquity3.49%
ServicesEquity3.46%
ServicesEquity3.34%
Metals & MiningEquity2.76%
HealthcareEquity2.57%
Capital GoodsEquity2.47%
Consumer StaplesEquity2.16%
FinancialEquity2.02%
TechnologyEquity1.59%
Consumer DiscretionaryEquity1.57%
Consumer DiscretionaryEquity1.52%
AutomobileEquity1.52%
HealthcareEquity1.52%
ServicesEquity1.21%
AutomobileEquity1.11%
EnergyEquity1.01%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Exit load is zero
Higher alpha: 7.85 The fund has generated returns higher than benchmark - Nifty 200 Momentum 30 Total Return Index - in the last 3Y

Cons

Consistently lower annualised returns than category average for the past 1Y and 3Y
Higher expense ratio: 0.43%
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 0.43%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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