Mutual funds · Index Funds
UTI Nifty 200 Momentum 30 Index Fund
UTI Mutual Fund · Direct plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 148703
- Category
- Index Funds - Equity Funds
- ISIN
- INF789F1AUT5
- Plan / option
- Direct / Growth
- Fund age
- 5.7 years
- Rank in category
- 80 of 174 by 3-year CAGR
- Expense ratio (TER)
- 0.78% a year declared 2026-11-09, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +3.8%
3 months▼ -3.1%
6 months▼ -0.4%
1 year▼ -3.5%
3-year CAGR▲ +9.2%
5-year CAGR▲ +8.0%
10-year CAGR–
Volatility (3y)19.9%
Sharpe (3y)0.25
Sortino (3y)0.34
Beta vs NIFTY 501.18
Max fall (3y)-31.5%
Computed from NAV (1394 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Regular · Growth | 20.4561 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.