UTI NIFTY 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Expense Ratio: 0.9
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty200 Momentum 30 TRI
Inception: 18-02-2021
Exit Load: Nil
Fund Size:₹8,812.07 Cr
Performance
1Y
Fund-9.32%
Cat. Avg.-2.06%
2Y
Fund-11.23%
Cat. Avg.0.04%
3Y
Fund7.86%
Cat. Avg.8.71%
5Y
Fund5.95%
Cat. Avg.7.04%
10Y
FundN/A
Cat. Avg.10.69%
SI
Fund12.80%
Cat. Avg.4.78%
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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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
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% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 56946 | -5.1% | -10.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.14 L. | -5.4% | -5.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.69 L. | -5.9% | -4.0% |
| 5Y | 08 Nov, 21 | 3 L. | 3.46 L. | +15.2% | +5.7% |
| SI | 07 Apr, 21 | 3.35 L. | 4.02 L. | +20.0% | +6.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 20 Oct, 25 | 1 L. | 90428 | -9.6% | N/A |
| 2Y | 21 Oct, 24 | 1 L. | 79739 | -20.3% | -10.7% |
| 3Y | 19 Oct, 23 | 1 L. | 1.25 L. | +25.5% | +7.9% |
| 5Y | 19 Oct, 21 | 1 L. | 1.33 L. | +33.5% | +5.9% |
| SI | 12 Mar, 21 | 1 L. | 1.97 L. | +96.5% | +12.8% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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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.