Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -6.15% | -10.89% | -9.55% | -10.25% | -13.87% | 7.39% | 6.29% | – | – |
NAV history
About this fund
UTI Nifty 200 Momentum 30 Index Fund is a passive index fund/ETF offered by UTI Mutual Fund, classified under Equity as Index Funds - Equity Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹18.96, with assets under management of about ₹8,405 Cr (April - June 2026).
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Over the trailing one year, UTI Nifty 200 Momentum 30 Index Fund has recorded a return of about -13.9%, with a three-year return of 7.4% and a five-year return of 6.3%. Its annualised volatility is 19.4% — relatively large fluctuations — and its Sharpe ratio is -1.05, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.39%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 14.74 | 2.47 | -21.28 | 75.08 | 56% | 40% |
| 3Y | 18.68 | 17.86 | 7.39 | 28.87 | 100% | 92% |
| 5Y | 11.77 | 11.79 | 6.14 | 16.15 | 100% | 46% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Index Funds - Equity Funds | -10.21 | -9.25 | -6.66 | -5.89 | 12.58 | 12.62 | – | 0.34 |
| Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Index Funds - Equity Funds | -11.21 | -5.25 | 3.08 | 0.88 | 15.61 | 10.44 | – | 0.41 |
| Aditya Birla Sun Life Nifty 50 Equal Weight index Fund Index Funds - Equity Funds | -5.49 | -6.80 | -5.86 | -7.65 | 9.94 | 9.28 | – | 0.26 |
| Axis Nifty 50 Index Fund Index Funds - Equity Funds | -3.59 | -5.11 | -5.78 | -11.87 | 6.48 | – | – | 0.09 |
| Axis Nifty Next 50 Index Fund Index Funds - Equity Funds | -9.14 | -8.14 | -6.16 | -4.47 | 15.21 | – | – | 0.12 |
| UTI BSE Sensex Index Fund Index Funds - Equity Funds | -2.26 | -4.09 | -5.15 | -12.79 | 5.19 | – | – | 0.17 |
| Aditya Birla Sun Life Nifty Next 50 Index Fund Index Funds - Equity Funds | -9.07 | -8.10 | -6.12 | -4.53 | 15.09 | – | – | 0.30 |
| UTI BSE Low Volatility Index Fund Index Funds - Equity Funds | -5.55 | -9.48 | -9.31 | -14.09 | 5.39 | – | – | 0.39 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| UTI - Money Market Fund Debt Scheme - Money Market Fund | 0.26 | 1.49 | 3.13 | 6.29 | 7.29 | 6.74 | 6.70 | 0.13 |
| UTI - Liquid Fund Debt Scheme - Liquid Fund | 0.41 | 1.51 | 3.14 | 6.47 | 6.92 | 6.42 | 6.12 | 0.14 |
| UTI - Large Cap Fund Equity Scheme - Large Cap Fund | -3.84 | -3.82 | -3.77 | -10.41 | 6.82 | 5.43 | 10.88 | 0.77 |
| UTI - Flexi Cap Fund. Equity Scheme - Flexi Cap Fund | -6.21 | -3.79 | 2.37 | -8.54 | 7.06 | 3.02 | 11.23 | 0.83 |
| UTI Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -6.38 | -6.07 | -5.07 | -5.24 | 13.40 | 11.73 | 13.14 | 0.77 |
| UTI Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -4.23 | -4.45 | -3.76 | -5.49 | 9.71 | 9.21 | 11.00 | 0.97 |
| UTI - MNC Fund Sectoral/Thematic - MNC | -7.83 | -7.45 | -5.11 | -9.96 | 6.48 | 6.64 | 9.53 | 1.00 |
| UTI Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -1.03 | -0.70 | 1.25 | 2.17 | 6.25 | 6.73 | 5.20 | – |