UTI Nifty200 Momentum 30 Index Fund Regular Growth
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- Rating N.A.
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)6276.71
- CAGR 71.37%
- Exit Load0.00%
- Expense ratio0.92%
- CategoryIndex Funds
- Min Investment5000
- Min SIP500
- Launch Date2021-03-10
Asset Allocation
Holdings As On - 06 July 2024
- Name
- Value (Cr)
- Holding %
- Hindustan Aeronautics
- 435.47
- 6.94%
- Trent
- 379.09
- 6.04%
- Bajaj Auto
- 347.05
- 5.53%
- Coal India
- 331.38
- 5.28%
- Bharat Electronics
- 325.65
- 5.19%
- REC
- 316.94
- 5.05%
- Tata Motors
- 316.78
- 5.05%
- Power Finance Corp
- 310.04
- 4.94%
- NTPC
- 286.36
- 4.56%
- TVS Motor Co
- 269.60
- 4.30%
Peer Comparison
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio1.12
- Std Deviation 17.24%
- Tracking Error 0.00%
About Fund
The investment objective of the scheme is 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.
The UTI Nifty200 Momentum 30 Index Fund Regular Growth has an AUM of 6276.71 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.92%. The minimum investment in UTI Nifty200 Momentum 30 Index Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The top holdings of the fund include Hindustan Aeronautics, Trent, Bajaj Auto & Coal India.
The major sectors where the fund is invested are Recreational Products, Biotechnology & Drugs, Aerospace & Defense & Construction Services.
Some of the similar funds are ICICI Prudential Nifty Next 50 Index Fund Growth, UTI Nifty Next 50 Index Fund Regular Growth, UTI Nifty200 Momentum 30 Index Fund Regular Growth, SBI Nifty Index Fund Regular Growth, HDFC Index BSE Sensex. UTI Nifty200 Momentum 30 Index Fund Regular Growth has a sharpe ratio of 1.12 & a standard deviation of 17.24%.
