UTI Mutual Fund · Index Funds · Equity Index · Direct plan
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth
₹19.8433NAV on 30 Oct 2026Expense ratio 0.82%
29 Oct 2025NAV low 18.73 · high 22.33-9.9%
In plain words
Over 3 years it returned +9.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -31.5%.
On 3-year return it ranks 53 of 149 funds in Equity Index.
A monthly SIP over 5 years ended ₹9,313 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.1% | +1.9% |
| 3 months | -5.0% | -5.1% |
| 6 months | -4.9% | -3.2% |
| 1 year | -9.5% | -10.2% |
| 3 years (yearly) | +9.1% | +7.4% |
| 5 years (yearly) | +7.6% | +6.5% |
| Since start (yearly) | +13.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,12,291 | -10.3% |
| 3 years | ₹3,60,000 | ₹3,41,122 | -3.3% |
| 5 years | ₹5,90,000 | ₹6,84,525 | +5.8% |
Other plan of this fund: UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth