UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Category: Index Fund
Launch Date: 10-03-2021
AUM:
₹ 8,204.03 Cr
Expense Ratio
0.9%
Benchmark
Nifty 200 Momentum 30 TRI
ISIN
INF789F1AUS7
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Sharwan Kumar Goyal FM 1,Mr. Ayush Jain FM 2,Not Applicable FM 3,Not Applicable FM 4
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | -8.82 | 16.39 | - |
| Nifty 200 Momentum 30 TRI | -8.17 | 17.85 | 22.46 |
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
21.3049
Last change
-0.13 (-0.59%)
Fund Size (AUM)
₹ 8,204.03 Cr
Performance
17.84% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the scheme is 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. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Fund Manager
Mr. Sharwan Kumar Goyal FM 1,Mr. Ayush Jain FM 2,Not Applicable FM 3,Not Applicable FM 4
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Bajaj Finance Limited | 5.65 |
| BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | 5.23 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 5.22 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 5.2 |
| SBI LIFE INSURANCE COMPANY LIMITED EQ | 5.07 |
| HDFC LIFE INSURANCE COMPANY LIMITED EQ | 5.05 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.04 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.01 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.96 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 4.76 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 52.36 |
| Healthcare | 7.9 |
| Capital Goods | 7.53 |
| Services | 5.2 |
| Telecommunication | 5.01 |
| Chemicals | 4.8 |
| Information Technology | 4.64 |
| Automobile and Auto Components | 3.72 |
| Consumer Services | 3.47 |
| Consumer Durables | 2.13 |