Uti Nifty200 Momentum 30 Index Fund Overview
Category Index Funds
BMSMONEY Rank 48
Rating
Growth Option 21-02-2025
NAV ₹19.15(R) -1.67% ₹19.53(D) -1.67%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -4.9% 13.76% -% -% -%
Direct -4.44% 14.32% -% -% -%
Benchmark
SIP (XIRR) Regular -25.96% 13.57% -% -% -%
Direct -25.58% 14.16% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.36 0.19 0.45 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
19.26% -29.0% -21.28% - 14.15%
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
Motilal Oswal Nifty Midcap 150 Index Fund 2
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 3
Nippon India Nifty Midcap 150 Index Fund 4
Nippon India Nifty 50 Value 20 Index Fund 5
ICICI Prudential Nifty Midcap 150 Index Fund 6
Edelweiss Nifty 100 Quality 30 Index Fund 7
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 8
- 9
Edelweiss Nifty Large Mid Cap 250 Index Fund 10
HDFC NIFTY50 Equal Weight Index Fund 11
DSP Nifty 50 Equal Weight Index Fund 12

NAV Date: 21-02-2025

Scheme Name NAV Rupee Change Percent Change
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option 19.15
-0.3300
-1.6700%
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option 19.53
-0.3300
-1.6700%

Review Date: 21-02-2025


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.69
-3.23
-15.74 | 2.53 106 | 142 Average
3M Return % -13.22
-4.90
-14.58 | 3.55 137 | 144 Poor
6M Return % -22.29
-9.94
-24.39 | 10.24 138 | 144 Poor
1Y Return % -4.90
3.72
-5.86 | 25.60 122 | 125 Poor
3Y Return % 13.76
11.81
5.55 | 19.84 24 | 65 Good
1Y SIP Return % -25.96
-7.92
-27.14 | 10.61 119 | 123 Poor
3Y SIP Return % 13.57
12.03
6.88 | 20.35 26 | 64 Good
Standard Deviation 19.26
13.53
1.86 | 21.85 53 | 58 Poor
Semi Deviation 14.15
9.55
1.58 | 15.77 56 | 58 Poor
Max Drawdown % -21.28
-11.74
-25.92 | -2.14 57 | 58 Poor
VaR 1 Y % -29.00
-17.57
-35.58 | -2.13 54 | 58 Poor
Average Drawdown % -9.96
-5.85
-10.91 | -0.70 52 | 58 Poor
Sharpe Ratio 0.36
0.29
-0.52 | 0.73 26 | 58 Good
Sterling Ratio 0.45
0.57
0.37 | 0.86 55 | 58 Poor
Sortino Ratio 0.19
0.17
-0.16 | 0.38 27 | 58 Good
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.65 -3.19 -15.69 | 2.58 109 | 144
3M Return % -13.11 -4.79 -14.44 | 3.69 139 | 146
6M Return % -22.09 -9.74 -24.10 | 10.52 140 | 146
1Y Return % -4.44 4.19 -5.25 | 26.25 124 | 127
3Y Return % 14.32 12.30 5.70 | 20.64 24 | 65
1Y SIP Return % -25.58 -7.49 -26.61 | 11.36 121 | 125
3Y SIP Return % 14.16 12.53 7.03 | 21.09 26 | 64
Standard Deviation 19.26 13.53 1.86 | 21.85 53 | 58
Semi Deviation 14.15 9.55 1.58 | 15.77 56 | 58
Max Drawdown % -21.28 -11.74 -25.92 | -2.14 57 | 58
VaR 1 Y % -29.00 -17.57 -35.58 | -2.13 54 | 58
Average Drawdown % -9.96 -5.85 -10.91 | -0.70 52 | 58
Sharpe Ratio 0.36 0.29 -0.52 | 0.73 26 | 58
Sterling Ratio 0.45 0.57 0.37 | 0.86 55 | 58
Sortino Ratio 0.19 0.17 -0.16 | 0.38 27 | 58
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -1.67 ₹ 9,833.00 -1.67 ₹ 9,833.00
1W -0.22 ₹ 9,978.00 -0.21 ₹ 9,979.00
1M -4.69 ₹ 9,531.00 -4.65 ₹ 9,535.00
3M -13.22 ₹ 8,678.00 -13.11 ₹ 8,689.00
6M -22.29 ₹ 7,771.00 -22.09 ₹ 7,791.00
1Y -4.90 ₹ 9,510.00 -4.44 ₹ 9,556.00
3Y 13.76 ₹ 14,721.00 14.32 ₹ 14,939.00
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -25.96 ₹ 10,227.54 -25.58 ₹ 10,255.08
3Y ₹ 36000 13.57 ₹ 44,097.77 14.16 ₹ 44,472.10
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Uti Nifty200 Momentum 30 Index Fund NAV Regular Growth Uti Nifty200 Momentum 30 Index Fund NAV Direct Growth
21-02-2025 19.1508 19.5307
20-02-2025 19.4762 19.8622
19-02-2025 19.3108 19.6933
18-02-2025 19.1671 19.5465
17-02-2025 19.1429 19.5215
14-02-2025 19.1939 19.5727
13-02-2025 19.5923 19.9788
12-02-2025 19.5645 19.9501
11-02-2025 19.6211 20.0076
10-02-2025 20.0965 20.4921
07-02-2025 20.4729 20.875
06-02-2025 20.2586 20.6563
05-02-2025 20.5139 20.9163
04-02-2025 20.3931 20.7928
03-02-2025 20.127 20.5213
31-01-2025 20.0408 20.4326
30-01-2025 19.8202 20.2074
29-01-2025 19.949 20.3384
28-01-2025 19.4518 19.8312
27-01-2025 19.7028 20.0869
24-01-2025 20.3013 20.6961
23-01-2025 20.5133 20.912
22-01-2025 20.0395 20.4287
21-01-2025 20.0926 20.4826

Fund Launch Date: 10/Mar/2021
Fund Category: Index Funds
Investment Objective: 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.
Fund Description: An open-ended scheme replicating/tracking the Nifty200 Momentum 30 Index
Fund Benchmark: Nifty200 Momentum 30 Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.