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UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 1/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 59/100 · Average
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)13.02%
- Expense ratio (20%)1.0%
- AUM (15%)₹8,438 Cr
Not investment advice — an analytical read of public fund data. Methodology →
UTI Mutual Fund · Equity · Large & MidCap
₹21.87
AUM: ₹8,438 Cr
NAV updated 27 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.0%
Exit Load
Nil
Fund Manager
Sharwan Kumar Goyal
Inception
Mar 2021
Benchmark
Nifty 200 Momentum 30 Total Return Index
Sharpe Ratio
-0.0
Std Dev (1Y)
18.62%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+5.16%
3m
+1.99%
6m
+0.78%
1y
+5.98%
3y
+13.02%
5y
+11.46%
10y
—
since inception
+15.52%
TopFund's Take on UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option sits in the middle of the pack for Large & MidCap funds, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 59/100.
Cost: At 1.0%, the expense ratio runs 12% above the Large & MidCap category average of 0.89%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.0 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 18.62% is fairly typical for Large & MidCap funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option is ₹21.87. NAV is updated every business day after market close by AMFI.
1Y: 5.98% · 3Y CAGR: 13.02% · 5Y CAGR: 11.46%
The expense ratio of UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option is 1.0% per annum. This is the annual fee charged by the fund to manage your investment.
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option is managed by Sharwan Kumar Goyal at UTI Mutual Fund.
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option is ₹8,438 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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