UTI Nifty200 Momentum 30 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.10
• Std Deviation 17.21%
• Tracking Error 0.00%

The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

The UTI Nifty200 Momentum 30 Index Fund Regular Growth has an AUM of 7637.10 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.92%. The minimum investment in UTI Nifty200 Momentum 30 Index Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Tata Motors, NTPC, Trent & Adani Ports & Special Economic Zone.

The major sectors where the fund is invested are Aerospace & Defense, Electric Utilities, Auto & Truck Parts & Recreational Products.

Some of the similar funds are ICICI Prudential Nifty Next 50 Index Fund Growth, UTI Nifty Next 50 Index Fund Regular Growth, UTI Nifty200 Momentum 30 Index Fund Regular Growth, SBI Nifty Index Fund Regular Growth, HDFC Index BSE Sensex. UTI Nifty200 Momentum 30 Index Fund Regular Growth has a sharpe ratio of 1.10 & a standard deviation of 17.21%.