UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Category: Index Fund
Launch Date: 10-03-2021
AUM:
₹ 6,276.71 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 | 71.97 | 26.53 | - |
| Nifty 200 Momentum 30 TRI | 73.25 | 27.73 | 27.43 |
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
24.458
Last change
0.28 (1.1497%)
Fund Size (AUM)
₹ 6,276.71 Cr
Performance
31.79% (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 (%) |
|---|---|
| Hindustan Aeronautics Ltd. | 6.94 |
| Trent Ltd. | 6.04 |
| Bajaj Auto Ltd. | 5.53 |
| Coal India Ltd. | 5.28 |
| Bharat Electronics Ltd. | 5.19 |
| REC Ltd. | 5.05 |
| Tata Motors Ltd. | 5.05 |
| Power Finance Corporation Ltd. | 4.94 |
| NTPC Ltd. | 4.56 |
| TVS Motor Company Ltd. | 4.3 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile | 22.07 |
| Capital Goods | 18.83 |
| Healthcare | 16.13 |
| Financial | 12.93 |
| Construction | 8.78 |
| Services | 6.42 |
| Materials | 5.71 |
| Energy | 4.56 |
| Consumer Staples | 2.61 |
| Metals & Mining | 2.42 |