UTI Nifty200 Momentum 30 Index Fund Growth

UTI Nifty200 Momentum 30 Index Fund Growth

+12.35%
3Y annualised
-0.51% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 06 Aug '26
₹20.88
Min. for SIP
₹500
Fund size (AUM)
₹8,541.21 Cr
Expense ratio
1.46%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹31,007
+3.36%
1 year₹60,000₹60,948
+1.58%
3 years₹1,80,000₹1,86,400
+3.56%
5 years₹3,00,000₹3,78,686
+26.23%

Holdings (31)

NameSectorInstrumentsAssets
Laurus Labs LtdHealthcareEquity5.78%
Shriram Transport Finance Company LtdFinancialEquity5.15%
Hindalco Industries LtdMaterialsEquity5.00%
Tata Steel LtdMaterialsEquity5.00%
Cummins India LtdIndustrialsEquity4.98%
NTPC LtdEnergy & UtilitiesEquity4.88%
Multi Commodity Exchange Of India LtdFinancialEquity4.75%
BSE LtdFinancialEquity4.70%
Adani Power LtdEnergy & UtilitiesEquity4.61%
GE T&D India LtdIndustrialsEquity4.29%
Vedanta LtdMaterialsEquity4.19%
The Federal Bank LtdFinancialEquity4.08%
Bharat Forge LtdConsumer DiscretionaryEquity3.52%
Bharat Heavy Electricals LtdIndustrialsEquity3.44%
Adani Transmission LtdEnergy & UtilitiesEquity3.37%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity2.97%
CG Power & Industrial Solutions LtdIndustrialsEquity2.96%
Hitachi Energy India LtdIndustrialsEquity2.94%
Torrent Pharmaceuticals LtdHealthcareEquity2.93%
Polycab India LtdIndustrialsEquity2.71%
National Aluminium Company LtdMaterialsEquity2.63%
Adani Green Energy LtdEnergy & UtilitiesEquity2.16%
Vodafone Idea LtdTechnologyEquity1.96%
Solar Industries India LtdMaterialsEquity1.94%
ABB India LtdIndustrialsEquity1.92%
Glenmark Pharmaceuticals LtdHealthcareEquity1.61%
Kei Industries LtdIndustrialsEquity1.53%
Steel Authority Of India LtdMaterialsEquity1.51%
Aditya Birla Capital LtdFinancialEquity1.37%
L&T Finance Holdings LtdFinancialEquity1.00%
Net Current AssetsUnspecifiedNet Current Assets0.11%
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
Name1Y3Y5YAll
Fund returns+2.5%+12.3%+10.2%+14.6%
Category average (Equity Large & MidCap)+0.9%+17.5%+18.0%--
Rank (Equity Large & MidCap)71134--

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

About UTI Nifty200 Momentum 30 Index Fund Growth

UTI Nifty200 Momentum 30 Index Fund Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Ayush Jain is the Current Fund Manager of UTI Nifty200 Momentum 30 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,93,467 Cr and the Latest NAV as of 06 Aug 2026 is ₹20.88. The UTI Nifty200 Momentum 30 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. ;

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₹3,93,467.45 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mail--
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,