UTI Nifty 200 Momentum 30 Index Fund
Equity : Large and Mid CapGrowth
Fund Information
8,513.34 Cr.
Growth
1.46%
Equity - Large and Mid Cap Fund
Nifty 200 Momentum 30 TRI
10 Mar 2021
UTI Mutual Fund
Know MorePerformance
Monthly SIP of for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| This Fund | 43,113 | 7,113 | 12.04% |
| Bank FD | 39,824 | 3,824 | 6.5% |
| Gold | 40,770 | 4,770 | 8.00% |
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. UTI Nifty 200 Momentum 30 Index Fund managed by following fund manager(s);
Return Comparison
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by UTI Nifty 200 Momentum 30 Index Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Large and Mid Cap fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 2.29% | 6.45% | 15.57% | 13.59% | 28.15% | 26.10% | 26.84% | 17.67% |
| Category Average | 1.08% | 3.39% | 7.27% | 3.34% | 19.24% | 17.61% | 21.29% | 14.84% |
| UTI Nifty 200 Momentum 30 Index Fund | 1.84% | 4.15% | 6.46% | -9.31% | 16.74% | 15.51% | - | - |
| Motilal Oswal Large & Mid Cap Fund | -0.91% | 3.30% | 15.57% | 4.13% | 27.02% | 26.10% | 26.84% | - |
| Invesco India Large & Mid Cap Fund | 1.18% | 2.45% | 12.88% | 10.84% | 28.15% | 24.05% | 22.89% | 16.28% |
| Bandhan Large & Mid Cap Fund | 2.19% | 5.21% | 10.88% | 6.38% | 24.88% | 22.79% | 24.65% | 16.52% |
| ICICI Prudential Large & Mid Cap Fund | 1.45% | 6.45% | 7.96% | 8.18% | 23.22% | 20.85% | 26.52% | 16.31% |
| UTI Large & Mid Cap Fund | 2.04% | 3.96% | 7.52% | 3.20% | 21.67% | 20.73% | 24.84% | 14.37% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of UTI Nifty 200 Momentum 30 Index Fund are shown below;
Top Equity Holdings
| Name of the Equity | Holding Percentage |
|---|---|
| Laurus Labs Ltd | 5.95% |
| HINDALCO INDUSTRIES LTD. | 5.09% |
| TATA STEEL LTD. | 4.75% |
| CUMMINS INDIA LTD. | 4.50% |
| NTPC LTD. | 4.49% |
| Others | 75.22% |
Allocation by Sector
| Name of the Sector | Holding Percentage |
|---|---|
| Financial | 31.24% |
| Capital Goods | 24.95% |
| Financial Services | 21.64% |
| Metals & Mining | 18.63% |
| Power | 13.39% |
| Others | -9.85% |
Portfolio Holdings shown is as of 31 Aug 2026
Riskometer
Investors understand that their
principal
will be at Very High risk