UTI Nifty200 Momentum 30 Index Fund

Fund Overview Image
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UTI Nifty 200 Momentum 30 Index Fund
Fund Name
UTI Nifty200 Momentum 30 Index Fund
Fund Short Description

A low-cost smart beta index Fund which tracks the NIFTY Midcap 150 Quality 50 Index passively. The index includes top 30 companies from its parent Nifty 200 index, selected based on their ‘Momentum’ parameters.

Fund Long Description

An open-ended scheme replicating/tracking the Nifty200 Momentum 30 Index. The Fund shall follow a passive strategy by investing into the constituents of NIFTY 200 Momentum 30 Index , where the index construction is based on the “Momentum” within the Large & Midcap universe . A Fund offers investors an opportunity to invest in a diversified portfolio of high Momentum companies that are expected to deliver higher returns over long term

BM Index
Nifty 200 Momentum 30 TRI
Exit Load

Nil

Special Facilities

SWP/SIP/STP

Benchmark Risk image and icon
Inception Date
10/03/2021
Riskometer of Benchmark
Very High
Scheme Risk Category for image & icon
Type Ended
OPEN
scheme Fund Category
Index Fund
Scheme Riskometer
Very High
Fund Manager
Type (Primary/Comanage/Description)
Fund Manager
From Date
Type (Primary/Comanage/Description)
Assistant Fund Manager
Name
From Date
Potential Risk Class

Not Applicable

Stated Asset Allocation

Securities covered by Nifty200 Momentum 30 Index: 95-100% (Medium to High) Debt/ Money Market instruments including Triparty Repo on Government Securities or treasury bill and units of Liquid Mutual Fund: 0-5% (Low)

Maturity Date
1900-01-01T00:00:00
Investment Objective

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.

DOFA SchCode
752
Brief Intro Description

A low-cost smart beta index Fund which tracks the NIFTY Midcap 150 Quality 50 Index passively. The  index includes top 30 companies from its parent Nifty 200 index, selected based on their ‘Momentum’ parameters. 

Fund Type

An open-ended scheme replicating/tracking the Nifty200 Momentum 30 Index

Features

Diversified Portfolio that systematically add relatively performing stocks and remove relatively non-performing stocks, based on pre-defined criteria, without individuals’ intervention

Product Labeling

This product is suitable for investors who are seeking*:

  • Capital growth in tune with the index returns Passive investment in equity instruments comprised in Nifty200 momentum 30 Index. 

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Who should Invest?
  • Investors looking to take exposure in high Momentum  companies with  aggressive  and relatively riskier investment style
  • Investors looking for a passive fund with long term investment horizon
Scheme Code
NM
Aseet Class
EQUITY
Direct Option Code
G
Direct Option Desc
Growth
Direct Plan Code
G1
Direct Plan Description
Direct Growth Plan
regular Option Code
G
regular Option Desc
Growth
regular Plan Code
GP
regular Plan Description
Regular Growth Plan
Scheme plan details
DofaPlanCode
GR
Plan
GP
Category
EQUITY
OptionName
G
OptionDescription
Growth
PlanMode
REGULAR
PlanDescription
Regular Growth Plan
Nav since inception Data
Inception Years
1Y
schemeRedemption
16.98
BenchMarkReturn
18.18
Inception Years
3Y
schemeRedemption
20.57
BenchMarkReturn
21.48
Inception Years
5Y
schemeRedemption
0.00
BenchMarkReturn
0.00
Inception Years
SI
schemeRedemption
16.28
BenchMarkReturn
17.35
nav
18.4445
MinimumInvestmentAmount
1000.00
AUM
8711.89
ReturnsAsOn
28/02/2026
asOfDate
23/03/2026
Face Value
10
Brief Intro Web

A low-cost smart beta index Fund which tracks the Nifty 200 Momentum 30 Index

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Investment Purpose
Filter Load
Nil
Scheme faq
Question
What is UTI Nifty200 Momentum 30 Index Fund?
Answer

A low-cost smart beta index Fund which tracks the Nifty 200 Momentum 30 Index

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Tag2
Equity
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PDP Banner Description

A passive scheme following Nifty 200 Momentum 30 Index

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Plan info for investor
asOfDate
23/03/2026
AUM
8711.89
Category
EQUITY
DofaPlanCode
DGR
MinimumInvestmentAmount
1000.00
nav
18.9068
OptionDescription
Growth
OptionName
G
Plan
G1
PlanDescription
Direct Growth Plan
PlanMode
DIRECT
ReturnsAsOn
28/02/2026
since inception data
BenchMarkReturn
18.18
Inception Years
1Y
schemeRedemption
17.54
BenchMarkReturn
21.48
Inception Years
3Y
schemeRedemption
21.15
BenchMarkReturn
0.00
Inception Years
5Y
schemeRedemption
0.00
BenchMarkReturn
17.35
Inception Years
SI
schemeRedemption
16.85
asOfDate
23/03/2026
AUM
8711.89
Category
EQUITY
DofaPlanCode
GR
MinimumInvestmentAmount
1000.00
nav
18.4445
OptionDescription
Growth
OptionName
G
Plan
GP
PlanDescription
Regular Growth Plan
PlanMode
REGULAR
ReturnsAsOn
28/02/2026
since inception data
BenchMarkReturn
18.18
Inception Years
1Y
schemeRedemption
16.98
BenchMarkReturn
21.48
Inception Years
3Y
schemeRedemption
20.57
BenchMarkReturn
0.00
Inception Years
5Y
schemeRedemption
0.00
BenchMarkReturn
17.35
Inception Years
SI
schemeRedemption
16.28
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