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UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
Open Ended Schemes(Other Scheme - Index Funds)Very High Riskvs Nifty200 Momentum 30 IndexISIN INF789F1AUT5
NAV · 06-Jul-2026
₹21.2885
1M
+1.73%
6M
-3.34%
1Y (CAGR)
-3.13%
3Y (CAGR)
+13.43%
5Y (CAGR)
+12.00%
Since inception (CAGR)
+15.26%
NAV history
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Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
19.65%
Downside dev (3y)
15.84%
Max drawdown (3y)
-31.5%
Sharpe (3y)
0.35
SIP XIRR (3y)
+1.83%
SIP XIRR (5y)
+9.48%
Calendar-year returns
2022 -5.5%2023 +41.4%2024 +21.3%2025 -5.1%
Top holdings
AMFI disclosure · 2026-01-01HERO MOTOCORP LTD.EQUITY SHARES
4.24%
UPL LTD.EQUITY SHARES
1.59%
OIL & NATURAL GAS CORPORATION LTD.EQUITY SHARES
0.00%
VOLTAS LTD.EQUITY SHARES
0.00%
MAHINDRA & MAHINDRA LTD.EQUITY SHARES
0.00%
OIL INDIA LTD.EQUITY SHARES
0.00%
Fund facts
Fund managerSharwan Goyal · Ayush Jain · Lokesh Kulthia
AUM₹84,332 Cr
Expense ratio0.49% · 2026-05-31
TER · AMFI officialDirect 0.47% · Regular 0.93% (2026-06-30)
Launch date18-Feb-2021
Plan typeOpen Ended · Others
Min lumpsum₹1,000
Min SIP₹500
Lock-inNone
Volatility19.45
AMCUTI Asset Mgmt. Co. Ltd.
Objective · The investment objective of the scheme is 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 However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
scheme documents ↗