Should I invest in UTI Nifty 200 Momentum 30 Index Fund?

We don't give personal investment advice. UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 31.5%. 5-year CAGR: 11.40%.

UTI

UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option

Latest NAV

₹20.9436

As of

17 Jul 2026

1,316 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-1.13%	+0.21%	-1.34	340 / 353	Q4
1W	-1.27%	-0.05%	-1.23	337 / 353	Q4
2W	-0.92%	+0.24%	-1.16	332 / 353	Q4
1M	-2.90%	+0.78%	-3.68	334 / 353	Q4
3M	-1.72%	+2.20%	-3.92	322 / 350	Q4
6M	-2.51%	+1.36%	-3.87	266 / 336	Q4
YTD	-3.32%	+0.54%	-3.86	253 / 333	Q4
1Y	-2.11%	+2.69%	-4.80	257 / 318	Q4
2Y	-8.55%	+3.33%	-11.87	205 / 213	Q4
3Y	+12.60%	+10.79%	+1.81	49 / 172	Q2
4Y	+15.78%	+13.23%	+2.55	30 / 84	Q2
5Y	+11.40%	+11.39%	+0.01	16 / 39	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+14.93%	+7.52%	+7.42	44 / 353	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.32%	+0.51%	-3.83	251 / 331
2025	-5.33%	+6.05%	-11.38	229 / 260
2024	+20.93%	+14.12%	+6.82	43 / 180
2023	+41.29%	+21.09%	+20.20	17 / 130
2022	-5.47%	+1.94%	-7.40	48 / 51
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+16.20%

54 windows

min -15.1% · max 71.6%

59% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+19.78%

29 windows

min 12.6% · max 28.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+13.33%

5 windows

min 11.4% · max 14.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

18.91%

3-year · annualised

Sharpe ratio

0.38

vs risk-free 6.5%

Sortino ratio

0.61

Downside-only deviation

Max drawdown

-31.50%

Sep 2024 → Apr 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC Nifty 100 Equal Weight Index Fund - Direct Plan - Growth Option	HDFC	₹17.5052	17 Jul 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option	Nippon India	₹9.8508	17 Jul 2026
SBI Nifty100 Low Volatility 30 Index Fund- Direct Plan- Growth	SBI	₹10.1908	17 Jul 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth	ICICI Prudential	₹16.4297	17 Jul 2026
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth	Bandhan	₹9.5473	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth	Aditya Birla Sun Life	₹10.6277	17 Jul 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Direct Plan-Growth	Motilal Oswal	₹8.1892	17 Jul 2026
Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - Growth	Kotak	₹11.0600	17 Jul 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth	Edelweiss	₹14.5392	17 Jul 2026
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth	DSP	₹27.4672	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹20.9436
16 Jul 2026	₹21.1834
15 Jul 2026	₹21.2470
14 Jul 2026	₹21.2624
13 Jul 2026	₹21.1872
10 Jul 2026	₹21.2132
9 Jul 2026	₹20.9860
8 Jul 2026	₹20.8543
7 Jul 2026	₹20.9832
6 Jul 2026	₹21.2885

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option is ₹20.9436. It's a Index Fund from UTI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option has NAV history starting from 12 Mar 2021, a track record of about 5 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option is managed by UTI. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option has delivered a absolute return of -2.11% — -4.8 pp behind the Index Fund category average of 2.69%. The fund ranks #257 of 318 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option has delivered a CAGR of 12.60% — +1.81 pp ahead of the Index Fund category average of 10.79%. The fund ranks #49 of 172 in its category — the second (Q2) quartile.

Over the trailing 5-year window, UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option has delivered a CAGR of 11.40% — +0.01 pp ahead of the Index Fund category average of 11.39%. The fund ranks #16 of 39 in its category — the second (Q2) quartile.

₹1 lakh invested in UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option exactly 5 years ago would be worth approximately ₹171,582 today — a multiplier of 1.72×, based on the 5-year CAGR of 11.40%. The category average over the same window would have grown ₹1 lakh to ₹171,488.

A ₹10,000 monthly SIP in UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹751,083 today. That's an XIRR (money-weighted annualised return) of 8.91%.

UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹751,083 — XIRR 8.91%.

On a 5-year basis, UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option ranks #16 out of 39 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.39%; this fund delivered 11.40%.

The worst peak-to-trough decline UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option has experienced over the last 5-year window is 31.50% — its NAV fell from a high on 27 Sep 2024 to a low on 07 Apr 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option averaged 13.33% (best 14.91%, worst 11.40%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.31 — weak risk-adjusted performance.

In calendar year 2025, UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option returned -5.33% — lagging the Index Fund category average of 6.05% by 11.38 pp. It ranked #229 of 260 in its category that year.

UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 31.5%. 5-year CAGR: 11.40%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.