| Launch date | 18 Feb 2021 |
| Allotment date | 10 Mar 2021 |
| End date | 04 Mar 2021 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.45%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (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%.
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Sharwan Kumar GoyalFeb 2021 - PresentView details
Ayush JainMay 2022 - PresentView details
Fund house & investment objective
| Rank (total assets) | #8 in India |
|---|---|
| Total AUM | ₹3,72,336.86Cr |
| Date of Incorporation | 14 Nov 2002 |
|---|
UTI Nifty200 Momentum 30 Index Fund Direct 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 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,72,337 Cr and the Latest NAV as of 06 Nov 2025 is ₹21.64. The UTI Nifty200 Momentum 30 Index Fund Direct 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 benchmark | Nifty 200 Momentum 30 Total Return Index |
|---|
Fund house contact details
Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | 5 | 8.7% | 28.7% | 13,777.98 |
Bandhan Large & Mid Cap Fund Direct Growth | 5 | 9.7% | 24.9% | 10,817.90 |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | 5 | 11.0% | 22.3% | 24,424.21 |
Nippon India Vision Large & Mid Cap Direct Growth | 4 | 8.1% | 21.4% | 6,395.34 |
SBI Large & Midcap Fund Direct Plan Growth | 4 | 8.4% | 17.6% | 34,065.48 |