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OmniAsset › Mutual funds › UTI Nifty 200 Momentum 30 Index Fund

UTI Nifty 200 Momentum 30 Index Fund

Index Fund fund benchmarked to Nifty 200 Momentum 30 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202620.7506
CategoryIndex Fund
PlanRegular · Growth
Launched18 Feb 2021
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 200 Momentum 30 TRI
Expense ratiodirect plan, a year1.36%
AUM₹2,003 Cr
Growth of ₹10,000₹15,7592 Sep 2021 to 2 Sep 2026
₹19,333₹16,539₹13,745₹10,951₹8,158Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹15,759 (+9.5% a year) UTI Nifty 200 Momentum 30 Index Fund

Performance (trailing, annualised)

1Y annualised1.91%
3Y annualised11.24%
5Y annualised9.52%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,21,0381.60%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,66,1981.11%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,45,3948.61%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 2022-5.95%
Calendar 202340.67%
Calendar 202420.72%
Calendar 2025-5.54%

Rolling returns

Rolling 1Y · average232 windows since 14 Mar 202214.61%
Rolling 1Y · median3.31%
Rolling 1Y · worst window-20.54%
Rolling 1Y · best window72.74%
Rolling 1Y · windows positive57%
Rolling 3Y · average128 windows since 13 Mar 202418.59%
Rolling 3Y · median17.49%
Rolling 3Y · worst window8.33%
Rolling 3Y · best window27.63%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)19.73%
Downside deviation (3Y)14.54%
Maximum drawdown-31.68%

Management

Fund managerMr. Sharwan Kumar Goyal, Mr Ayush Jain, Mr. Lokesh Kulthia
Managing since1 Mar 2022

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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