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UTI Mutual Fund · Index Fund
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
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.
EquityBenchmark · Nifty 200 Momentum 30 TRITER · 1.36%Inception · 10-03-2021
NAV
₹19.85
-0.03% · as of 14-10-2026
Since inception
13.15%
CAGR
Benchmark (inception)
18.24%
CAGR
Fund size
₹7,962 Cr
AUM
Expense ratio
1.36%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +13.15% CAGR vs benchmark +18.24%.
Portfolio
Where the money is invested
Top holdings
Shriram Finance Limited5.08%
CUMMINS INDIA LIMITED EQ FV RS.25.06%
NTPC LIMITED EQ4.96%
Multi Commodity Exchange of India L4.96%
BSE LIMITED EQ NEW FV RS. 2/-4.94%
TATA STEEL LIMITED EQ NEW FV RE.1/-4.91%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-4.86%
GE T&D INDIA LIMITED EQ NEW RS. 2/-4.86%
Adani Power Limited4.83%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-4.78%
Sector allocation
Capital Goods26.18%
Financial Services21.00%
Metals & Mining18.22%
Power15.12%
Healthcare8.97%
Automobile and Auto Components6.28%
Telecommunication2.15%
Chemicals1.96%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.2% p.a.₹10,000
10 years
Projected value
₹24,89,221
Invested: ₹12,00,000
Gained: ₹12,89,221
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Sharwan Kumar Goyal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148704
ISIN (Growth)
INF789F1AUS7
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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