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UTI Nifty200 Momentum 30 Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
10 Mar 2021
3.6 years ago
Lock-in Period
No lock-in
NAV
as of 27 Sep 2024
₹26.27
+0.7786% (0.30)
AUM
₹7,980 Cr
Expense ratio
0.46%
Benchmark
Nifty200 Momentum 30
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20%
Units held more than 1Y
12.5%
Exit Load
If units sold anytime
0%
Distribution
Asset split
Equity100.13%
What's in this fund?
Sectors
Holdings
Consumer Cyclical
Industrials
Financial Services
Communication Services
Energy
Fund House
UTI
Inc: 19 Sep 1986 • Total AUM: ₹1,79,525 Cr • Rank #8UTI Mutual Fund, started in 2003, has State Bank of India, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank as its sponsors. The fund house is headed by Imtaiyazur Rahman as the CEO. As of 31 March 2024, it has an AUM of ₹3,01,551 Cr. UTI MF has more than 1.2 crore Investor folios.
Fund Managers
Sharwan Kumar Goyal
Experience: 6.15 yrs • Total AUM: 3,59,750 Cr
Ayush Jain
Experience: 2.41 yrs • Total AUM: 3,06,120 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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Expense ratio
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Tracking error
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14.65%
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.