UTI Nifty200 Momentum 30 Index Fund Direct-Growth
Equity, Large & MidCap, Principal at very high risk
1 Year Return -3.44% at 08 Jun 2026 12:57 PM
UTI Nifty200 Momentum 30 Index Fund Direct-Growth: Mutual Fund Overview
UTI Nifty200 Momentum 30 Index Fund Direct-Growth is an Large & MidCap mutual fund with over 5.25 years of performance history. The scheme manages an AUM of ₹8397.34 Cr and has a NAV of ₹20.7922. It is rated '1' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -3.44%.
Fund Details
NAV 20.7922
Sub-Type Large & MidCap
Rating 1
Min. SIP Amount ₹500.0
Fund Age(Year) 5.25
Fund Size(in Crores) 8397.34
Fund Performance
1 Month -1.2%
3 Month -1.88%
6 Month -6.13%
1 Year -3.44%
3 Year 13.81%
5 Year 11.69%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Central Government Loan 0.02 Floating Rate Bond 0.65 State Development Loan 6.45 Debt Credit Ratings AAA 69.11 SOV 16.7 AA+ 8.85 Cash & Call Money 5.04 Others 0.3 Debt Category Others 5.34 PNB Housing Finance 0.65 Bharat Sanchar 0.26 Godrej Industries 1.56
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.48%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Ayush Jain
Education Mr. Jain is B.Com, C.A and CFA (level 1).
Experience Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
Sharwan Kumar Goyal
Education Mr.Goyal is B.Com, CFA and MMS.
Experience He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 22
Date of Incorporation 2021-03-10
Total AUM 396629.24
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
UTI Nifty200 Momentum 30 Index Fund Direct-Growth FAQs
How to invest in UTI Nifty200 Momentum 30 Index Fund Direct-Growth?
Investing in UTI Nifty200 Momentum 30 Index Fund Direct-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for UTI Nifty200 Momentum 30 Index Fund Direct-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of UTI Nifty200 Momentum 30 Index Fund Direct-Growth?
The term expense ratio for UTI Nifty200 Momentum 30 Index Fund Direct-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of UTI Nifty200 Momentum 30 Index Fund Direct-Growth is 0.48% as of 08 Jun 2026.
What is the NAV of UTI Nifty200 Momentum 30 Index Fund Direct-Growth?
The NAV of UTI Nifty200 Momentum 30 Index Fund Direct-Growth is ₹20.7922 as of 08 Jun 2026.
What is the AUM of UTI Nifty200 Momentum 30 Index Fund Direct-Growth?
The AUM (Assets Under Management) of UTI Nifty200 Momentum 30 Index Fund Direct-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of UTI Nifty200 Momentum 30 Index Fund Direct-Growth is ₹8397.34 Cr as of 08 Jun 2026.
What is the PE and PB ratio of UTI Nifty200 Momentum 30 Index Fund Direct-Growth?
The PE ratio of UTI Nifty200 Momentum 30 Index Fund Direct-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in UTI Nifty200 Momentum 30 Index Fund Direct-Growth?
Yes, you can invest in UTI Nifty200 Momentum 30 Index Fund Direct-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of UTI Nifty200 Momentum 30 Index Fund Direct-Growth in the last 5 years?
The return of UTI Nifty200 Momentum 30 Index Fund Direct-Growth in the last 5 years is 11.69%.
What is the minimum SIP investment required in UTI Nifty200 Momentum 30 Index Fund Direct-Growth?
The minimum SIP investment in UTI Nifty200 Momentum 30 Index Fund Direct-Growth depends on the fund's scheme rules and usually starts at a small amount. For UTI Nifty200 Momentum 30 Index Fund Direct-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of UTI Nifty200 Momentum 30 Index Fund Direct-Growth?
The NAV of UTI Nifty200 Momentum 30 Index Fund Direct-Growth, as of 08 Jun 2026, is ₹20.7922.
Who manages the UTI Nifty200 Momentum 30 Index Fund Direct-Growth?
The fund managers responsible for UTI Nifty200 Momentum 30 Index Fund Direct-Growth are:
- Ayush Jain
- Sharwan Kumar Goyal