UTI NIFTY 200 Momentum 30 Index Fund - Direct Plan - Growth Option
Expense Ratio: 0.44
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty200 Momentum 30 TRI
Inception: 18-02-2021
Exit Load: Nil
Fund Size:₹8,812.07 Cr
Performance
1Y
Fund-8.12%
Cat. Avg.-0.92%
2Y
Fund-11.40%
Cat. Avg.0.42%
3Y
Fund8.22%
Cat. Avg.9.27%
5Y
Fund6.62%
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund13.49%
Cat. Avg.5.56%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | EQ - SHRIRAM FINANCE LTD | 433.54 | 5.08% |
| 2 | EQ - CUMMINS INDIA LTD. | 431.85 | 5.06% |
| 3 | EQ - NTPC LTD. | 423.44 | 4.96% |
| 4 | EQ - MULTI COMMODITY EXCHANGE OF IN | 423.41 | 4.96% |
| 5 | EQ - BSE LTD | 421.62 | 4.94% |
| 6 | EQ - TATA STEEL LTD. | 419.23 | 4.91% |
| 7 | EQ - HINDALCO INDUSTRIES LTD. | 415.23 | 4.86% |
| 8 | EQ - GE VERNOVA T & D INDIA LTD | 414.81 | 4.86% |
| 9 | EQ - ADANI POWER LTD. | 412.86 | 4.83% |
| 10 | EQ - LAURUS LABS LTD. | 408.53 | 4.78% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57405 | -4.3% | -8.8% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.15 L. | -4.4% | -4.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.72 L. | -4.7% | -3.2% |
| 5Y | 08 Nov, 21 | 3 L. | 3.52 L. | +17.4% | +6.5% |
| SI | 07 Apr, 21 | 3.35 L. | 4.11 L. | +22.6% | +7.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 91876 | -8.1% | -8.1% |
| 2Y | 16 Oct, 24 | 1 L. | 78495 | -21.5% | -11.4% |
| 3Y | 16 Oct, 23 | 1 L. | 1.27 L. | +26.8% | +8.2% |
| 5Y | 18 Oct, 21 | 1 L. | 1.35 L. | +34.7% | +6.1% |
| SI | 12 Mar, 21 | 1 L. | 2.03 L. | +103.2% | +13.5% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.