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UTI Nifty200 Momentum 30 Index Fund
Fund Overview
| AUM (Fund size) | ₹8,707 Cr |
| Exit load | 0% |
| Lock-in Period | Nil |
| Age | 4 yrs 9 m since Feb 18, 2021 |
| Benchmark | Nifty 200 Momentum 30 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 0.9% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund | 0.54% | 4.16% | -6.22% | 16.95% | N.A. | N.A. |
| Mirae Asset Diversified Equity Allocator Passive FoF | 0.93% | 4.75% | 6.67% | 15.45% | 17.52% | 9.95% |
| Motilal Oswal BSE Enhanced Value Index Fund | 3.97% | 10.1% | 12.5% | 32.59% | 20.83% | 9.92% |
| Kotak Nifty 200 Momentum 30 Index Fund | 0.52% | 4.22% | -6.3% | 14.09% | 8.23% | 4.03% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund | 17.81 | 1.26 | 0.59 | 0.83 |
| Mirae Asset Diversified Equity Allocator Passive FoF | 12.67 | 1.02 | 0.74 | 1.07 |
| Motilal Oswal BSE Enhanced Value Index Fund | 19.64 | 1.24 | 1.34 | 2.35 |
| Kotak Nifty 200 Momentum 30 Index Fund | N.A. | N.A. | N.A. | N.A. |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund | 8,707 Cr | 4 yrs 9 m | 0.9% |
| Mirae Asset Diversified Equity Allocator Passive FoF | 941 Cr | 5 yrs 2 m | 0.11% |
| Motilal Oswal BSE Enhanced Value Index Fund | 1,038 Cr | 3 yrs 3 m | 1.1% |
| Kotak Nifty 200 Momentum 30 Index Fund | 508 Cr | 2 yrs 5 m | 0.79% |