UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 66.81 | 25.45 | N/A | N/A |
Average Rolling Returns(%) | 22.16 | 28.32 | N/A | N/A |
The Current NAV of UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth is ₹24.48.
It is better to invest in a fund with a longer track record as UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth fund’s expense ratio is 0.92%
The process for redemption is
The AUM of UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth is currently ₹6,971 Crores.
The Top three stocks are NTPC, Tata Motors and Trent and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 50% of fund’s portfolio respectively.
Top three sectors of UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth fund are Auto, Capital Goods and BFSI accounting for 57% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Fund is Index Funds - Other.
Sharwan Kumar Goyal and Ayush Jain manage the UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Fund.
UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth current PE ratio is 52.53 and PB ratio is 10.89
The asset allocation of UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth is Stocks : 100.06%, Debt : -0.07% and Gold : 0%
The minimum SIP amount for UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth is Nil