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OTHER•INDEX FUND

UTI Nifty 200 Momentum 30 Index Fund

3 Year return

16.65%
NAV on December 15, 2025
21.7979
1D Returns
+0.16%
Launched on February 2021(4 years)

Investment Details

₹500
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
30.36%₹1,093
Total Value ₹4,693

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹8,942.61 Cr.
Expense Ratio
0.44% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

UTI Mutual Fund Manager

AJ

Ayush Jain

Fund Manager since May 2022

SK

Sharwan Kumar Goyal

Fund Manager since Jul 2018

Fund House Details

UTI Mutual Fund

UTI Mutual Fund

Asset management company

AUM
₹3,79,175.93 Cr.
No. of Schemes
259
Setup Date
January 2003

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Nifty Midcap 150 Index Fund21.9927%
0
Motilal Oswal Nifty Smallcap 250 Index Fund19.04%
0
Nippon India Nifty Smallcap 250 Index Fund18.5644%
0

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth
16.7733%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
16.7742%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
16.7742%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan Growth
7.7865%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan IDCW Payout
7.7866%

About UTI Nifty 200 Momentum 30 Index Fund Direct Plan Growth

UTI Nifty 200 Momentum 30 Index Fund, managed by UTI Mutual Fund, falls under the category of index funds with a unique approach. This direct plan offers the growth option, allowing your investment to grow over time in line with the selected index. The fund aims to capture the momentum of the Nifty 200 Index by selecting and weighing stocks based on the index. The expense ratio of the fund is slightly higher than the category average.

Investment Objective of the Scheme

The scheme's primary objective is to provide investors with returns that closely correspond to the performance of the Nifty 200 Momentum 30 Index. UTI Nifty 200 Momentum 30 Index Fund Direct Plan Growth aims to achieve this by investing in a portfolio of stocks roughly in the same proportion as the aforementioned index. The fund focuses on delivering market returns by harnessing the momentum factor.

Key Features of The Fund

5-year return
0%
Expense Ratio
0.44%
Fund Manager
Ayush Jain
Fund Size
₹8942.61 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you're interested in standard returns while benefiting from the momentum factor, UTI Nifty 200 Momentum 30 Index Fund Direct Plan Growth could be a suitable choice. This fund is aligned with individuals looking to gain exposure to a diversified set of stocks that have displayed positive price momentum. However, it's important to remember that index-based investments involve market risks. Assess your investment goals and risk tolerance before considering this fund. Consulting financial experts can provide personalised insights for informed decisions.

AMC Contact Details

NameUTI Mutual Fund
Launch DateJanuary 2003
AddressFirst Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact1800 266 1230(+91) 022 6227 8000022 – 68990800
Emailservice@uti.co.in
Websitehttps://www.utimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Nifty 200 Momentum 30 Index Fund on December 15, 2025, is ₹21.7979
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Nifty 200 Momentum 30 Index Fund, is ₹8942.61 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of UTI Nifty 200 Momentum 30 Index Fund is 0.44%
The UTI Nifty 200 Momentum 30 Index Fund was launched on February 18, 2021. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Nifty 200 Momentum 30 Index Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,693 in 3Y at 16.6476% returns
SIP Date1st of every month

Your next SIP Payment will be on 15 January 2026

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