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UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Fund House:
UTI Mutual Fund
Category:
Index Fund
Status:
Open Ended Schemes
Launch Date:
10-03-2021
ISIN Number:
INF789F1AUS7
Minimum Investment:
5000
Minimum SIP:
500
Total Assets: (30-09-2024):
8449.82
Nav (08-11-2024)
23.281
CAGR Since Inception:
26.14
Benchmark:
Nifty 200 Momentum 30 TRI
Expense Ratio (31-10-2024)::
0.91 %
Risko-Meter:
Very High
Exit Load:
Nil
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option 47.44 29.77 17.75 0 0
UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option 53.96 0 0 0 0
ICICI Prudential Nifty Next 50 Index Fund - Growth 51.91 26.77 16.99 19.52 14.54
DSP Nifty Next 50 Index Fund - Regular Plan - Growth 51.72 26.87 17.18 19.66 0
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 51.66 26.6 16.9 19.62 0
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 51.62 26.58 16.86 0 0
HDFC NIFTY Next 50 Index Fund - Growth Option 51.55 26.46 16.65 0 0
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 51.51 26.47 17.05 0 0
Motilal Oswal BSE Enhanced Value Index Fund-Regular plan 51.41 45.91 0 0 0
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth 51.38 26.41 16.65 0 0
Fund Manager
Sharwan Kumar Goyal, Ayush Jain:
Scheme Objective
The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option NIFTY 100 Equal Weight TRI Index Fund
CAGR since inception 26.14% 19.13% 12.61%
1 Year 47.44% 41.44% 23.52%
3 Year 17.75% 16.55% 13.01%
5 Year 0.00% 20.72% 17.16%
10 Year 0.00% 13.75% 11.82%
Nav / Index Value as on2024-11-10 8,449.82% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Equity 100.36
Company Holding
TRENT LIMITED 6.64
BAJAJ AUTO LIMITED 5.98
NTPC LIMITED 5.74
BHARTI AIRTEL LIMITED 5.65
MAHINDRA AND MAHINDRA LIMITED 4.98
TATA MOTORS LIMITED 4.77
COAL INDIA LTD 4.69
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED 4.65
SIEMENS LIMITED 4.44
BHARAT ELECTRONICS LIMITED 4.31
FAQ's of UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
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