UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Category: Index Fund
Launch Date: 10-03-2021
AUM:
₹ 5,496.24 Cr
Expense Ratio
0.92%
Benchmark
Nifty 200 Momentum 30 TRI
ISIN
INF789F1AUS7
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Sharwan Kumar Goyal, Ayush Jain
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | 65.95 | 26.06 | - |
| Nifty 200 Momentum 30 TRI | 67.27 | 27.15 | 25.98 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
22.1895
Last change
0.1 (0.4421%)
Fund Size (AUM)
₹ 5,496.24 Cr
Performance
28.73% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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.
Fund Manager
Sharwan Kumar Goyal, Ayush Jain
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Trent Ltd. | 6.11 |
| Tata Motors Ltd. | 5.77 |
| Hindustan Aeronautics Ltd. | 5.75 |
| Bajaj Auto Ltd. | 5.67 |
| Coal India Ltd. | 5.11 |
| REC Ltd. | 4.98 |
| NTPC Ltd. | 4.83 |
| Power Finance Corporation Ltd. | 4.63 |
| Dr. Reddy's Laboratories Ltd. | 4.53 |
| Bharat Electronics Ltd. | 4.29 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile | 22.19 |
| Healthcare | 17.33 |
| Capital Goods | 16.31 |
| Financial | 12.97 |
| Construction | 9.11 |
| Services | 6.51 |
| Materials | 5.59 |
| Energy | 4.83 |
| Consumer Staples | 2.9 |
| Metals & Mining | 2.47 |