UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Category: Index Fund
Launch Date: 10-03-2021
AUM:
₹ 7,961.68 Cr
Expense Ratio
1.36%
Benchmark
Nifty 200 Momentum 30 TRI
ISIN
INF789F1AUS7
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Sharwan Kumar Goyal, Mr Ayush Jain, Mr. Lokesh Kulthia
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | -11.12 | 8.21 | 6.34 |
| Nifty 200 Momentum 30 TRI | -10.23 | 9.07 | 7.15 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
19.1487
Last change
0.32 (1.6925%)
Fund Size (AUM)
₹ 7,961.68 Cr
Performance
12.34% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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 Manager
Mr. Sharwan Kumar Goyal, Mr Ayush Jain, Mr. Lokesh Kulthia
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| LAURUS LABS LIMITED EQ NEW FV RS. 2/- | 6.54 |
| Multi Commodity Exchange of India L | 6.04 |
| TATA STEEL LIMITED EQ NEW FV RE.1/- | 5.04 |
| Shriram Finance Limited | 5.02 |
| HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/- | 5.02 |
| NTPC LIMITED EQ | 4.7 |
| Adani Power Limited | 4.62 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 4.46 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 4.32 |
| VEDANTA LIMITED EQ NEW RS.1/- | 4.25 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 24.1 |
| Financial Services | 21.16 |
| Metals & Mining | 18.64 |
| Power | 14.18 |
| Healthcare | 11.14 |
| Automobile and Auto Components | 6.53 |
| Chemicals | 2.16 |
| Telecommunication | 2.02 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI Nifty 200 Momentum 30 Index Fund Reg Gr | 6.34 |