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Invested Amount--
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Wealth Gained--
-
Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 24% | - | - | 19.8% | ||||
Category Average | 13.8% | 20.2% | 14.5% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
TVS Motor Co. | Automobile | Equity | 5.08% |
Indian Hotels Co | Hotels & Restaurants | Equity | 4.94% |
Cholaman.Inv.&Fn | Finance | Equity | 4.84% |
Bajaj Auto | Automobile | Equity | 4.81% |
Axis Bank | Banks | Equity | 4.72% |
Siemens | Capital Goods - Electrical Equipment | Equity | 4.71% |
ITC | Tobacco Products | Equity | 4.59% |
Power Fin.Corpn. | Finance | Equity | 4.58% |
Godrej Consumer | FMCG | Equity | 4.48% |
REC Ltd | Finance | Equity | 4.31% |
IDFC First Bank | Banks | Equity | 4.23% |
Bharat Electron | Electronics | Equity | 3.99% |
Hind.Aeronautics | Capital Goods-Non Electrical Equipment | Equity | 3.96% |
Bank of Baroda | Banks | Equity | 3.9% |
A B B | Capital Goods - Electrical Equipment | Equity | 3.72% |
Cummins India | Capital Goods-Non Electrical Equipment | Equity | 3.57% |
Trent | Retail | Equity | 3.53% |
Polycab India | Cables | Equity | 3.18% |
Interglobe Aviat | Air Transport Service | Equity | 3.11% |
Aurobindo Pharma | Pharmaceuticals | Equity | 2.74% |
Astral | Plastic products | Equity | 2.59% |
M & M Fin. Serv. | Finance | Equity | 2.04% |
Zydus Lifesci. | Pharmaceuticals | Equity | 1.83% |
Torrent Pharma. | Pharmaceuticals | Equity | 1.78% |
Apollo Tyres | Tyres | Equity | 1.76% |
Dalmia BharatLtd | Cement | Equity | 1.75% |
Punjab Natl.Bank | Banks | Equity | 1.51% |
Syngene Intl. | Pharmaceuticals | Equity | 1.39% |
The Ramco Cement | Cement | Equity | 1.28% |
Aditya Birla Cap | Finance | Equity | 1.11% |
Sectors | Asset |
---|---|
Finance | 16.29% |
Banks | 14.2% |
Automobiles | 10.01% |
Industrial Products | 9.67% |
Electrical Equipments | 8.59% |
Aerospace & Defense | 7.9% |
Pharmaceuticals & Biotech | 6.47% |
Diversified FMCG | 4.84% |
Leisure Services | 4.61% |
Personal Products | 4.6% |
Transport Services | 3.3% |
Retailing | 3.01% |
Cement & Cement Products | 2.93% |
Auto Components | 1.95% |
Healthcare Services | 1.42% |
Cash & Others | 0.21% |
Others | 0% |
Advance Ratio
Exit Load
Exit Load | Nil |
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Fund 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.
Fund Managers
Sharwan Kumar Goyal
Sharwan Kumar Goyal is currently employed as the Vice President and Fund Manager – Equities. He is a CFA charter holder from CFA Institute, USA, and has a Postgraduate Diploma in Management (MMS) from Welingkar Institute of Management Development & Research, Mumbai. He started his career at UTI in June 2006 and has more than 11 years of experience in risk management, equity analysis, and portfolio analysis. He is currently working as a fund manager for overseas investments.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
Sundaram Nifty 100 Equal Weight Fund – Dir Growth- Other .
- Index .
-
- 63
-
15%Fund Size - 63
-
22.9%Fund Size - 63
-
12.6%Fund Size - 63
-
UTI-Nifty 50 Index Fund – Direct Growth- Other .
- Index .
-
- 12,092
-
16.6%Fund Size - 12,092
-
20.8%Fund Size - 12,092
-
13.5%Fund Size - 12,092
-
ICICI Pru Nifty 50 Index Fund – Direct Growth- Other .
- Index .
-
- 4,976
-
16.6%Fund Size - 4,976
-
20.7%Fund Size - 4,976
-
13.5%Fund Size - 4,976
-
Nippon India Index Fund – Nifty 50 Plan – Dir Growth- Other .
- Index .
-
- 997
-
16.6%Fund Size - 997
-
20.7%Fund Size - 997
-
13.4%Fund Size - 997
-
Franklin India NSE Nifty 50 Index Fund – Direct Growth- Other .
- Index .
-
- 541
-
16.3%Fund Size - 541
-
20.4%Fund Size - 541
-
13.1%Fund Size - 541
AMC Contact Details
Frequently Asked Questions
How to invest in UTI-Nifty200 Momentum 30 Index Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Nifty200 Momentum 30 Index Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth ?
How to redeem UTI-Nifty200 Momentum 30 Index Fund – Direct Growth holding ?
What is the minimum sip amount of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth?
What are the top sectors UTI-Nifty200 Momentum 30 Index Fund – Direct Growth has invested in?
- Finance - 16.29%
- Banks - 14.2%
- Automobiles - 10.01%
- Industrial Products - 9.67%
- Electrical Equipments - 8.59%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth?
How much returns have UTI-Nifty200 Momentum 30 Index Fund – Direct Growth generated ?
What is the expense ratio of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth ?
What is the AUM of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth?
What are the top stock holdings of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth?
- TVS Motor Co. - 5.08%
- Indian Hotels Co - 4.94%
- Cholaman.Inv.&Fn - 4.84%
- Bajaj Auto - 4.81%
- Axis Bank - 4.72%
How can I redeem my investments in UTI-Nifty200 Momentum 30 Index Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Nifty200 Momentum 30 Index Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.