UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth

NAV 19.31(0.75%)
Feb 19, 2025
UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth
AUM
₹7,668 Cr
Expense (%)
0.92
Turnover (%)
1.29
Benchmark
Nifty200 Momentum 30 - TRI
Asset Quality
Large, Green
Differs from benchmark (%)
81.43

3Yr Rolling Returns(%)

Benchmark# : undefined
                                                                                                                                                            Benchmark# is
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Top 10 Holdings

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FAQ : UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth

UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 2.35 14.5 N/A N/A
Average Rolling Returns(%) 28.01 23.47 N/A N/A

The Current NAV of UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth is ₹19.31.

It is better to invest in a fund with a longer track record as UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth fund’s expense ratio is 0.92%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth is currently ₹7,668 Crores.

The Top three stocks are Bharti Airtel, Mahindra & Mahindra and Infosys and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 50% of fund’s portfolio respectively.

Top three sectors of UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth fund are IT, Healthcare and Retail accounting for 57% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Fund is Index Funds - Other.

Sharwan Kumar Goyal and Ayush Jain manage the UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Fund.

UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth current PE ratio is 56.85 and PB ratio is 11.13

The asset allocation of UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth is Stocks : 100.11%, Debt : -0.10% and Gold : 0%

The minimum SIP amount for UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00

The exit load for UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth is Nil

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