Aeterna Wealth
Index Fund · Regular plan · Growth

UTI Nifty 200 Momentum 30 Index Fund (Regular)

UTI Mutual Fund · benchmark NIFTY200 Momentum 30 TRI · 5.7 years old · AMFI code 148704

A
Track-record rating: 2 of 7 in Index: NIFTY200 MOMENTUM 30

A (top 30%), score 78.5 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months-1.7%-1.2%-0.4%1 / 7
1 year-5.4%-4.4%-1.0%2 / 7
3 years (a year)9.4%10.3%-0.9%1 / 4
5 years (a year)7.6%8.3%-0.8%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-0.97%
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 (Regular plan)?

₹20.18 on 5 Nov 2026 (Growth option).

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

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

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

9.4% a year (Regular 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 7 Regular 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.