UTI Nifty200 Momentum 30 Index Fund Regular Growth

Other
Index
Very High Risk
1M
6M
1Y
All
NAV: 20 Mar 2023₹12.16
Min. SIP amountNot Supported
RatingNA
Fund size₹1,970.70Cr

Return calculator

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

Returns and rankings

Category: Other Index
Absolute returns
3M6M1YAll
Fund returns2.8%17.8%-5.5%31.2%
Category averageNANA-2.1%NA
Rank with in category121112128NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
ITC Ltd.Consumer StaplesEquity6.1%
NTPC Ltd.EnergyEquity5.5%
Mahindra & Mahindra Ltd.AutomobileEquity5.5%
Sun Pharmaceutical Industries Ltd.HealthcareEquity5.2%
ICICI Bank Ltd.FinancialEquity5.1%
Bharti Airtel Ltd.CommunicationEquity4.9%
Axis Bank Ltd.FinancialEquity4.9%
State Bank of IndiaFinancialEquity4.7%
Bank Of BarodaFinancialEquity4.6%
Eicher Motors Ltd.AutomobileEquity4.4%
See All

Expense ratio, exit load and tax

Expense ratio: 0.91%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

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

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
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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