Mutual funds · Index Funds
UTI Nifty 200 Momentum 30 Index Fund
UTI Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 148704
- Category
- Index Funds - Equity Funds
- ISIN
- INF789F1AUS7
- Plan / option
- Regular / Growth
- Fund age
- 5.7 years
- Rank in category
- 79 of 171 by 3-year CAGR
- Expense ratio (TER)
- 1.25% a year declared 2026-11-09, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +3.7%
3 months▼ -3.2%
6 months▼ -0.7%
1 year▼ -3.9%
3-year CAGR▲ +8.7%
5-year CAGR▲ +7.5%
10-year CAGR–
Volatility (3y)19.9%
Sharpe (3y)0.23
Sortino (3y)0.31
Beta vs NIFTY 501.18
Max fall (3y)-31.7%
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
| Direct · Growth | 21.0307 |
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.