UTI Nifty200 Momentum 30 Index Fund
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.
Growthvine rating: 4/5 — ranked #48 of 245 in category.
Fund basics
| Category | Equity: Index |
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| NAV | ₹19.73 (as of 2026-10-01) |
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| AUM | ₹8,513 Cr |
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| Expense ratio | 0.79% |
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| Riskometer | Moderately High |
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| Fund manager | Sharwan Kumar Goyal |
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| Exit load | 0 |
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Performance & risk
| 5-year annualised return | 8.27% |
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| Sharpe ratio | 0.39 |
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| Standard deviation | 19.87% |
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| Max drawdown | −31.68% |
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| Alpha | -1.2 |
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| Beta | 1.2 |
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Market cap allocation
| Large cap | 66.3% |
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| Mid cap | 33.7% |
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| Small cap | 0.0% |
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Concentration
| Top 5 holdings | 27.0% |
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| Top 10 holdings | 48.8% |
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| Total holdings | 30 |
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Top holdings
- Laurus Labs Limited — 5.9%
- Multi Commodity Exchange of India Ltd — 5.9%
- Shriram Finance Limited — 5.3%
- Hindalco Industries Ltd. — 5.1%
- TATA STEEL LIMITED — 4.8%
- Cummins India Ltd. — 4.5%
- NTPC Limited — 4.5%
- GE Vernova T&D India Limited — 4.3%
- Vedanta Ltd. — 4.3%
- Adani Power Limited — 4.2%
Top sectors
- Electricals — 16.0%
- Banking & Financial — 13.9%
- Energy — 13.4%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −6.2% | — | — |
| 2025 | −5.5% | — | — |
| 2024 | 20.7% | — | — |
| 2023 | 40.7% | — | — |
| 2022 | −5.9% | — | — |