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-1.94%
Cat. Avg.1.93%
2Y
Fund-8.51%
Cat. Avg.2.77%
3Y
Fund12.60%
Cat. Avg.10.71%
5Y
Fund11.07%
Cat. Avg.10.80%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund14.70%
Cat. Avg.6.96%
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
Asset Class
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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 - STATE BANK OF INDIA | 430.40 | 5.76% |
| 2 | EQ - HINDALCO INDUSTRIES LTD. | 430.26 | 5.76% |
| 3 | EQ - SHRIRAM FINANCE LTD | 385.66 | 5.16% |
| 4 | EQ - EICHER MOTORS LTD | 381.85 | 5.11% |
| 5 | EQ - BHARTI AIRTEL LTD. | 359.49 | 4.81% |
| 6 | EQ - TVS MOTOR COMPANY LTD | 344.40 | 4.61% |
| 7 | EQ - BAJAJ FINANCE LTD. | 340.37 | 4.55% |
| 8 | EQ - ASIAN PAINTS (INDIA) LTD. | 334.76 | 4.48% |
| 9 | EQ - BSE LTD | 326.82 | 4.37% |
| 10 | EQ - HERO MOTOCORP LTD. | 317.14 | 4.24% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60281 | +0.5% | +1.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.6% | -1.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.85 L. | +2.6% | +1.8% |
| 5Y | 09 Aug, 21 | 3 L. | 3.75 L. | +24.9% | +9.0% |
| SI | 07 Apr, 21 | 3.20 L. | 4.11 L. | +28.3% | +9.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 98057 | -1.9% | -1.9% |
| 2Y | 15 Jul, 24 | 1 L. | 83695 | -16.3% | -8.5% |
| 3Y | 17 Jul, 23 | 1 L. | 1.43 L. | +42.6% | +12.6% |
| 5Y | 15 Jul, 21 | 1 L. | 1.69 L. | +69.1% | +11.1% |
| SI | 12 Mar, 21 | 1 L. | 2.08 L. | +108.1% | +14.7% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.