1M
6M
1Y
3Y
All
| NAV: 28 Mar 2025 | ₹19.50 |
| Min. SIP amount | ₹500 |
| Rating | 1 |
| Fund size | ₹7,044.14Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
6 months
1 year
3 years
Total investment of ₹30,000
Would have become ₹27,125 (-9.58%)
Holdings (30)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Bharti Airtel Ltd. | Communication | Equity | 5.99% |
Infosys Ltd. | Technology | Equity | 5.39% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 5.30% |
Tech Mahindra Ltd. | Technology | Equity | 5.28% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 5.28% |
HCL Technologies Ltd. | Technology | Equity | 5.05% |
Divi's Laboratories Ltd. | Healthcare | Equity | 5.03% |
Eternal Ltd. | Services | Equity | 4.96% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 4.71% |
Persistent Systems Ltd. | Technology | Equity | 4.52% |
The Indian Hotels Company Ltd. | Services | Equity | 4.21% |
Trent Ltd. | Services | Equity | 4.19% |
Bharat Electronics Ltd. | Capital Goods | Equity | 3.88% |
Info Edge (India) Ltd. | Services | Equity | 3.63% |
Coforge Ltd. | Technology | Equity | 3.44% |
BSE Ltd. | Services | Equity | 3.34% |
PB Fintech Ltd. | Services | Equity | 3.13% |
Vedanta Ltd. | Metals & Mining | Equity | 2.73% |
Lupin Ltd. | Healthcare | Equity | 2.61% |
United Spirits Ltd. | Consumer Staples | Equity | 2.16% |
The Federal Bank Ltd. | Financial | Equity | 2.13% |
Siemens Ltd. | Capital Goods | Equity | 2.08% |
Voltas Ltd. | Consumer Discretionary | Equity | 1.76% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 1.60% |
Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 1.51% |
Oracle Financial Services Software Ltd. | Technology | Equity | 1.50% |
Samvardhana Motherson International Ltd. | Automobile | Equity | 1.41% |
One97 Communications Ltd. | Services | Equity | 1.23% |
Bosch Ltd. | Automobile | Equity | 1.13% |
Oil India Ltd. | Energy | Equity | 0.91% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Large & MidCap
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | -7.6% | 12.5% | 17.9% |
| Category average | NA | 3.5% | 15.2% | NA |
| Rank with in category | NA | 39 | 30 | NA |
Understand terms
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
Fund management
Sharwan Kumar GoyalFeb 2021 - PresentView details
Sharwan Kumar Goyal
Feb 2021 - Present
View details
Education
Mr.Goyal is B.Com, CFA and MMS.
Experience
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Also manages these schemes
Ayush JainMay 2022 - PresentView details
Ayush Jain
May 2022 - Present
View details
Education
Mr. Jain is B.Com, C.A and CFA (level 1).
Experience
Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
Also manages these schemes
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
NAWebsite
www.utimf.com
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,
Website
www.karvymfs.comPros 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
Compare funds
UTI Nifty200 Momentum 30 Index Fund Direct Growth
VS
Add mutual fund to compare
Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
Contact Us
MOST POPULAR ON GROWWVERSION - 5.9.1
STOCK MARKET INDICES: S&P BSE SENSEX | S&P BSE 100 | NIFTY 100 | NIFTY 50 | NIFTY MIDCAP 100 | NIFTY BANK | NIFTY NEXT 50
POPULAR MUTUAL FUNDS: QUANT SMALL CAP FUND | ICICI PRUDENTIAL COMMODITIES FUND | NIPPON INDIA SMALL CAP FUND | PARAG PARIKH FLEXI CAP FUND | GROWW NIFTY TOTAL MARKET INDEX FUND | SBI SMALL MIDCAP FUND | TATA DIGITAL INDIA FUND | AXIS SMALL CAP FUND | ICICI PRUDENTIAL TECHNOLOGY FUND | HDFC INDEX FUND SENSEX PLAN | HDFC SMALL CAP FUND | AXIS EQUITY FUND | CANARA ROBECO SMALL CAP FUND | TATA SMALL CAP FUND | UTI NIFTY FUND
MUTUAL FUNDS COMPANIES: GROWWMF | SBI | AXIS | HDFC | UTI | NIPPON INDIA | ICICI PRUDENTIAL | TATA | KOTAK | DSP | CANARA ROBECO | SUNDARAM | MIRAE ASSET | IDFC | FRANKLIN TEMPLETON | PPFAS | MOTILAL OSWAL | INVESCO | EDELWEISS | ADITYA BIRLA SUN LIFE | LIC | HSBC | NAVI | QUANTUM | UNION | ITI | MAHINDRA MANULIFE | 360 ONE | BOI | TAURUS | JM FINANCIAL | PGIM | SHRIRAM | BARODA BNP PARIBAS | QUANT | WHITEOAK CAPITAL | TRUST | SAMCO | NJ