UTI Nifty200 Momentum 30 Index Fund Growth

UTI Nifty200 Momentum 30 Index Fund Growth

Equity
Large & MidCap
Very High Risk
+19.94%
3Y annualised
+0.95% 1D
1M
6M
1Y
3Y
All
NAV: 20 Feb '26
₹21.33
Min. for SIP
Not Supported
Fund size
₹8,446.22 Cr
Expense ratio
0.90%

Holdings (31)

NameSectorInstrumentsAssets
State Bank of IndiaFinancialEquity5.65%
Hindalco Industries Ltd.Metals & MiningEquity5.59%
Shriram Finance LtdFinancialEquity5.39%
Eicher Motors Ltd.AutomobileEquity4.93%
Bharti Airtel Ltd.CommunicationEquity4.74%
Bajaj Finance Ltd.FinancialEquity4.71%
TVS Motor Company Ltd.AutomobileEquity4.50%
Asian Paints Ltd.ChemicalsEquity4.48%
Maruti Suzuki India Ltd.AutomobileEquity4.46%
Hero Motocorp Ltd.AutomobileEquity4.14%
BSE Ltd.ServicesEquity4.07%
SBI Life Insurance Company Ltd.InsuranceEquity3.83%
Interglobe Aviation Ltd.ServicesEquity3.80%
Muthoot Finance Ltd.FinancialEquity3.60%
AU Small Finance Bank Ltd.FinancialEquity3.28%
The Federal Bank Ltd.FinancialEquity3.25%
Cummins India Ltd.Capital GoodsEquity2.70%
Ashok Leyland Ltd.AutomobileEquity2.67%
Canara BankFinancialEquity2.63%
L&T Finance Ltd.FinancialEquity2.49%
One97 Communications Ltd.ServicesEquity2.28%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.25%
Max Financial Services Ltd.FinancialEquity2.07%
Aditya Birla Capital Ltd.FinancialEquity2.04%
Fortis Healthcare Ltd.HealthcareEquity2.02%
Indian BankFinancialEquity1.94%
FSN E-Commerce Ventures Ltd.ServicesEquity1.83%
UPL Ltd.ChemicalsEquity1.76%
GMR Airports Ltd.ConstructionEquity1.59%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.30%
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
Name6M1Y3YAll
Fund returns+2.5%+9.5%+19.9%+16.5%
Category average (Equity Large & MidCap)-0.3%+0.9%+17.5%--
Rank (Equity Large & MidCap)--4215--

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. 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 ₹3,93,335 Cr and the Latest NAV as of 20 Feb 2026 is ₹21.33. 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₹3,93,334.93 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mailNA
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
CustodianNA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,