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UTI Nifty 200 Momentum 30 Index Fund Direct-Growth

UTI Mutual Fund · Index Fund Equity Index

Index Fund · Equity Index Very High risk ★★★★★ UTI
₹20.0884
NAV · 19 Oct 2026 -0.58% (1D)
+8.85%3Y annualised
-0.58% 1D

Return calculator

Monthly SIP₹1,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
Loading NAV history…

A SIP on the 1st of every month at that day's NAV. Past returns do not guarantee future returns.

Returns and rankings

Name6M1Y3Y5Y
Fund returns-6.4%-9.2%+8.9%+7.1%
Category average (Equity Index)-2.8%-4.7%+10.6%+8.7%
Rank (Equity Index)216 / 243157 / 22651 / 9622 / 41

Ranked among Equity Index funds, Direct plan, Growth option. 3Y and 5Y are annualised.

Advanced ratios

Volatility (annualised)19.76%
Sharpe0.24
Maximum drawdown-31.50%
Sortino0.22

Calculated from daily NAVs over 3Y, with a 6.5% risk-free rate.

Minimum investments

Min. for 1st investment₹100
Min. for SIP₹100
Min. for 2nd investment₹100

Exit load, stamp duty and tax

Exit load

Not published in the AMFI data for this scheme. See the scheme information document on the fund house website.

Stamp duty on investment: 0.005% (from 1 July 2020)

Tax implication

Redeemed within 1 year: gains taxed at 20% (short-term). After 1 year: gains above ₹1.25 lakh a year taxed at 12.5% (long-term).

FAQs

How to invest in UTI Nifty 200 Momentum 30 Index Fund Direct-Growth?

Open your Do Trading account (KYC), choose Monthly SIP or One-time in the Invest panel, enter the amount and confirm the order with the OTP sent to your email.

What kind of returns does UTI Nifty 200 Momentum 30 Index Fund Direct-Growth provide?

6M: -6.36% · 1Y: -9.15% · 3Y (annualised): +8.85% · 5Y (annualised): +7.08%

What is the NAV of UTI Nifty 200 Momentum 30 Index Fund Direct-Growth?

₹20.0884 as on 19 Oct 2026.

How risky is UTI Nifty 200 Momentum 30 Index Fund Direct-Growth?

Its riskometer level is Very High. Over 3Y its NAV moved 19.8% a year (volatility) and fell at most 31.5% from a peak.

How to redeem UTI Nifty 200 Momentum 30 Index Fund Direct-Growth?

In the Invest panel choose Redeem, enter the units (or redeem all) and confirm with the OTP. The amount reaches your bank account after the fund house processes it, usually 1–3 working days.

Can I invest in SIP and lump sum of UTI Nifty 200 Momentum 30 Index Fund Direct-Growth?

Yes. The minimum is ₹100 for a one-time investment or a monthly SIP.

How is UTI Nifty 200 Momentum 30 Index Fund Direct-Growth taxed?

Redeemed within 1 year: gains taxed at 20% (short-term). After 1 year: gains above ₹1.25 lakh a year taxed at 12.5% (long-term).

Fund details

Fund houseUTI Mutual Fund
CategoryIndex Funds - Equity Funds
Plan · OptionDirect · Growth
Risk (riskometer)Very High
Scheme typeOpen Ended
Scheme code148703
ISININF789F1AUT5
Minimum investment₹100
NAV date19 Oct 2026

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