UTI Nifty200 Momentum 30 Index Fund Growth

UTI Nifty200 Momentum 30 Index Fund Growth

+15.96%
3Y annualised
-2.63% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Mar '26
₹19.17
Min. for SIP
Not Supported
Fund size
₹8,711.89 Cr
Expense ratio
0.90%

Holdings (31)

NameSectorInstrumentsAssets
State Bank of IndiaFinancialEquity6.10%
Shriram Finance LtdFinancialEquity5.51%
Eicher Motors Ltd.AutomobileEquity5.36%
Hindalco Industries Ltd.Metals & MiningEquity5.19%
Bajaj Finance Ltd.FinancialEquity4.88%
TVS Motor Company Ltd.AutomobileEquity4.57%
Maruti Suzuki India Ltd.AutomobileEquity4.39%
Bharti Airtel Ltd.CommunicationEquity4.38%
Asian Paints Ltd.ChemicalsEquity4.24%
Hero Motocorp Ltd.AutomobileEquity4.13%
Interglobe Aviation Ltd.ServicesEquity3.86%
BSE Ltd.ServicesEquity3.81%
SBI Life Insurance Company Ltd.InsuranceEquity3.78%
The Federal Bank Ltd.FinancialEquity3.27%
Cummins India Ltd.Capital GoodsEquity3.11%
AU Small Finance Bank Ltd.FinancialEquity3.09%
Muthoot Finance Ltd.FinancialEquity3.05%
Ashok Leyland Ltd.AutomobileEquity2.77%
Canara BankFinancialEquity2.71%
L&T Finance Ltd.FinancialEquity2.38%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.30%
Max Financial Services Ltd.FinancialEquity2.24%
Fortis Healthcare Ltd.HealthcareEquity2.16%
One97 Communications Ltd.ServicesEquity2.12%
Indian BankFinancialEquity2.04%
Aditya Birla Capital Ltd.FinancialEquity2.00%
FSN E-Commerce Ventures Ltd.ServicesEquity1.97%
GMR Airports Ltd.ConstructionEquity1.65%
UPL Ltd.ChemicalsEquity1.54%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.34%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.04%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+6.2%+16.0%+14.0%+13.9%
Category average (Equity Large & MidCap)+0.9%+17.5%+18.0%--
Rank (Equity Large & MidCap)382012--

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

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ICICI Prudential Large & Mid Cap Fund Growth
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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. Sharwan Kumar Goyal is the Current Fund Manager of UTI Nifty200 Momentum 30 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,96,376 Cr and the Latest NAV as of 13 Mar 2026 is ₹19.17. The UTI Nifty200 Momentum 30 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. ;

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₹3,96,376.13 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,