UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Category: Index Fund
Launch Date: 10-03-2021
AUM:
₹ 8,058.76 Cr
Expense Ratio
0.92%
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 | -12.98 | 24.68 | - |
| Nifty 200 Momentum 30 TRI | -12.52 | 25.5 | 25.7 |
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
21.2835
Last change
0.24 (1.1445%)
Fund Size (AUM)
₹ 8,058.76 Cr
Performance
19.53% (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 (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.18 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 5.33 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 5.31 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 5.29 |
| BSE LIMITED EQ NEW FV RS. 2/- | 5.06 |
| TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | 4.88 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 4.85 |
| ZOMATO LIMITED EQ | 4.65 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 4.59 |
| INFOSYS LIMITED EQ FV RS 5 | 4.36 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 22.94 |
| Consumer Services | 16.11 |
| Healthcare | 13.92 |
| Financial Services | 11.8 |
| Automobile and Auto Components | 8.09 |
| Capital Goods | 7.55 |
| Consumer Durables | 7.5 |
| Telecommunication | 6.18 |
| Metals & Mining | 2.63 |
| Fast Moving Consumer Goods | 2.23 |