Aeterna Wealth
Index Fund · Direct plan · Growth

UTI Nifty 200 Momentum 30 Index Fund (Direct)

UTI Mutual Fund · benchmark NIFTY200 Momentum 30 TRI · 5.7 years old · AMFI code 148703

A
Track-record rating: 2 of 8 in Index: NIFTY200 MOMENTUM 30

A (top 30%), score 76.3 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months-1.4%-1.2%-0.2%1 / 8
1 year-4.9%-4.4%-0.5%2 / 8
3 years (a year)10.0%10.3%-0.4%1 / 5
5 years (a year)8.1%8.3%-0.2%1 / 1

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Tracking difference, 1Y-0.53%
Tracking error, 1Y0.16%

Portfolio

EQ - LAURUS LABS LTD.6.5%
EQ - MULTI COMMODITY EXCHANGE OF IN6.0%
EQ - TATA STEEL LTD.5.0%
EQ - SHRIRAM FINANCE LTD5.0%
EQ - HINDALCO INDUSTRIES LTD.5.0%
EQ - NTPC LTD.4.7%
EQ - ADANI POWER LTD.4.6%
EQ - CUMMINS INDIA LTD.4.5%
EQ - GE VERNOVA T & D INDIA LTD4.3%
EQ - VEDANTA LTD4.2%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of UTI Nifty 200 Momentum 30 Index Fund (Direct plan)?

₹20.75 on 5 Nov 2026 (Growth option).

What is the expense ratio of UTI Nifty 200 Momentum 30 Index Fund (Direct)?

0.78% a year; the Regular plan's is 1.25%.

What return has UTI Nifty 200 Momentum 30 Index Fund given over 3 years?

10.0% a year (Direct plan) over the 3 years to 5 Nov 2026, against 10.3% for the NIFTY200 Momentum 30 total-return index.

What does UTI Nifty 200 Momentum 30 Index Fund invest in?

Its largest holdings are EQ - LAURUS LABS LTD., EQ - MULTI COMMODITY EXCHANGE OF IN, EQ - TATA STEEL LTD., with 30 stocks in all (September 2026 portfolio).

How is UTI Nifty 200 Momentum 30 Index Fund rated?

A: 2 of 8 Direct plans in Index: NIFTY200 MOMENTUM 30, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from UTI Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.