UTI-Nifty200 Momentum 30 Index Fund – Direct Growth

₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.46 %
Expense Ratio
Rating
4,512
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 64.6% 26.9% - 26.4%
Category Average 27.9% 15.3% 15.2% -

Scheme Allocation

By Holding
By Sector
By Asset
5.87%
5.81%
5.44%
5.3%
Others
72.51%
View all Holdings
Holdings Sector Instrument Asset
Tata Motors Automobile Equity 5.87%
Trent Retail Equity 5.81%
Bajaj Auto Automobile Equity 5.44%
Coal India Mining & Mineral products Equity 5.3%
Dr Reddy's Labs Pharmaceuticals Equity 5.07%
Hind.Aeronautics Aerospace & Defence Equity 4.86%
NTPC Power Generation & Distribution Equity 4.82%
TVS Motor Co. Automobile Equity 4.76%
REC Ltd Finance Equity 4.69%
Power Fin.Corpn. Finance Equity 4.54%
Larsen & Toubro Infrastructure Developers & Operators Equity 4.43%
Lupin Pharmaceuticals Equity 4.14%
Bharat Electron Aerospace & Defence Equity 4.06%
Hero Motocorp Automobile Equity 3.93%
DLF Realty Equity 3.88%
Aurobindo Pharma Pharmaceuticals Equity 3.66%
B H E L Capital Goods - Electrical Equipment Equity 3.14%
Colgate-Palmoliv FMCG Equity 2.8%
Polycab India Cables Equity 2.42%
NMDC Mining & Mineral products Equity 2.37%
Punjab Natl.Bank Banks Equity 2.26%
Alkem Lab Pharmaceuticals Equity 2.23%
Bharat Forge Castings, Forgings & Fastners Equity 2.01%
Zydus Lifesci. Pharmaceuticals Equity 1.87%
Ipca Labs. Pharmaceuticals Equity 1.34%
Oberoi Realty Realty Equity 1.28%
L&T Fin.Holdings Finance Equity 1.02%
Escorts Kubota Automobile Equity 0.64%
The Ramco Cement Cement Equity 0.54%
Sun TV Network Entertainment Equity 0.41%
Automobiles
20%
Pharmaceuticals & Biotech
18.31%
Finance
10.25%
Aerospace & Defense
8.92%
Retailing
5.81%
Others
36.71%
View all Sectors
Sectors Asset
Automobiles 20%
Pharmaceuticals & Biotech 18.31%
Finance 10.25%
Aerospace & Defense 8.92%
Retailing 5.81%
Consumable Fuels 5.3%
Realty 5.16%
Power 4.82%
Industrial Products 4.43%
Construction 4.43%
Electrical Equipments 3.14%
Personal Products 2.8%
Minerals & Mining 2.37%
Banks 2.26%
Agricultural, Commercial 0.64%
Cement & Cement Products 0.54%
Cash & Others 0.43%
Entertainment 0.41%
Others 0%
Equity
99.59%
Net Curr Ass/Net Receivables
0.43%
Fixed Deposit
0%

Advance Ratio

12.29
Alpha
5.16
SD
0.99
Beta
1.09
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:
2,73,057 Cr
Address:
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in

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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 ₹20.3 as of 18 March 2024.

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. Automobiles - 20%
  2. Pharmaceuticals & Biotech - 18.31%
  3. Finance - 10.25%
  4. Aerospace & Defense - 8.92%
  5. Retailing - 5.81%

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 26.4% 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 0.46 % as of 18 March 2024.

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 ₹2,73,057 Cr as of 18 March 2024

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. Tata Motors - 5.87%
  2. Trent - 5.81%
  3. Bajaj Auto - 5.44%
  4. Coal India - 5.3%
  5. Dr Reddy's Labs - 5.07%

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