3 Year return

22.95%
Launched on February 2021 (3 years)

Investment Details

₹500

Minimum SIP Amount

₹1000

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹7979.66 Cr.

Expense Ratio

0.46% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
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

Fund Holdings

Holdings

UTI Mutual Fund Managers

SG

Sharwan Kumar Goyal

Fund Manager since Sep 2024

View Details

Fund House Details

UTI Mutual Fund

UTI Mutual Fund Asset management company

AUM ₹342,690.24 Cr.
No. of Schemes 269
Setup Date January 2003

Peer Comparison

Comparison with other similar funds

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
17.81%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

17.81%
6.62%

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 NA
Expense Ratio 0.46%
Fund Manager Sharwan Kumar Goyal
Fund Size ₹7979.66 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

Name UTI Mutual Fund
Launch Date January 2003
Addresss First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact 1800 266 1230 (+91) 022 6227 8000 022 – 68990800
Email service@uti.co.in
Website https://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

What is today's NAV of UTI Nifty 200 Momentum 30 Index Fund?

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 Oct 11 2024 is 25.7402

What is the AUM of UTI Nifty 200 Momentum 30 Index Fund?

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 7979.66 crore.

What is the expense ratio of UTI Nifty 200 Momentum 30 Index Fund?

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 0.46%

What are the returns of UTI Nifty 200 Momentum 30 Index Fund since inception?

The UTI Nifty 200 Momentum 30 Index Fund was launched on Feb 18 2021. The fund has delivered a CAGR of 30.11 since inception.

What is the minimum SIP amount to invest in UTI Nifty 200 Momentum 30 Index Fund?

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 500.

How do I invest in UTI Nifty 200 Momentum 30 Index Fund?

  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.

How to start an SIP in UTI Nifty 200 Momentum 30 Index Fund?

  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.

How do I automate an SIP in UTI Nifty 200 Momentum 30 Index Fund?

  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.

How can I withdraw/redeem my investment in UTI Nifty 200 Momentum 30 Index Fund?

  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.