UTI-Nifty200 Momentum 30 Index Fund – Direct Growth

Other · Index
500
Min SIP
5,000
Min Lumpsum
0.45 %
Expense Ratio
Rating
2,419
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 04 October 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 24% - - 19.8%
Category Average 13.8% 20.2% 14.5% -

Scheme Allocation

By Holding
By Sector
By Asset
4.81%
4.72%
Others
75.61%
View all Holdings
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%
Finance
16.29%
Banks
14.2%
Automobiles
10.01%
Industrial Products
9.67%
Electrical Equipments
8.59%
Others
41.24%
View all Sectors
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%
Equity
100.02%
Fixed Deposit
0%
Net Curr Ass/Net Receivables
-0.03%
Others
0%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load Nil

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

AMC Contact Details

UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in

Frequently Asked Questions

How to invest in UTI-Nifty200 Momentum 30 Index Fund – Direct Growth ?

You can invest in UTI-Nifty200 Momentum 30 Index Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • 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 ?

The NAV of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth is ₹15.5 as of 04 October 2023.

How to redeem UTI-Nifty200 Momentum 30 Index Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth?

The minimum SIP amount of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth is ₹500

What are the top sectors UTI-Nifty200 Momentum 30 Index Fund – Direct Growth has invested in?

The top sectors UTI-Nifty200 Momentum 30 Index Fund – Direct Growth has invested in are
  1. Finance - 16.29%
  2. Banks - 14.2%
  3. Automobiles - 10.01%
  4. Industrial Products - 9.67%
  5. 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?

Yes, You can select both SIP or Lumpsum investment of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have UTI-Nifty200 Momentum 30 Index Fund – Direct Growth generated ?

The UTI-Nifty200 Momentum 30 Index Fund – Direct Growth has delivered 19.8% since inception

What is the expense ratio of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth ?

The expense ratio of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth is 0.45 % as of 04 October 2023.

What is the AUM of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth?

The AUM of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth is ₹2,48,191 Cr as of 04 October 2023

What are the top stock holdings of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth?

The top stock holdings of UTI-Nifty200 Momentum 30 Index Fund – Direct Growth are
  1. TVS Motor Co. - 5.08%
  2. Indian Hotels Co - 4.94%
  3. Cholaman.Inv.&Fn - 4.84%
  4. Bajaj Auto - 4.81%
  5. Axis Bank - 4.72%

How can I redeem my investments in UTI-Nifty200 Momentum 30 Index Fund – Direct Growth?

Step 1: Visit the fund house's website
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.
Invest Now