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 - Regular 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: 31.7%. 5-year CAGR: 11.30%.

UTI

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

Latest NAV

₹20.2524

As of

3 Jun 2026

1,285 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	+0.02%	+0.28%	-0.26	209 / 291	Q3
1W	-2.52%	-0.98%	-1.54	250 / 291	Q4
2W	+0.06%	+0.23%	-0.17	194 / 291	Q3
1M	-1.21%	-0.27%	-0.94	212 / 289	Q3
3M	-2.77%	+0.47%	-3.24	225 / 281	Q4
6M	-6.43%	-1.88%	-4.55	207 / 273	Q4
YTD	-4.27%	-2.01%	-2.26	186 / 275	Q3
1Y	-2.16%	+1.49%	-3.64	192 / 254	Q4
2Y	-8.33%	+3.75%	-12.08	156 / 159	Q4
3Y	+13.45%	+10.70%	+2.75	35 / 126	Q2
4Y	+14.26%	+12.13%	+2.13	21 / 53	Q2
5Y	+11.30%	+11.33%	-0.03	14 / 25	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+14.57%	+5.52%	+9.05	33 / 291	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	-4.27%	-2.06%	-2.20	184 / 273
2025	-5.78%	+5.14%	-10.93	184 / 211
2024	+20.36%	+13.66%	+6.70	33 / 136
2023	+40.59%	+20.09%	+20.51	13 / 94
2022	-5.95%	+1.07%	-7.02	29 / 31
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

+15.36%

52 windows

min -17.6% · max 69.9%

58% positive

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

3-Year rolling

+18.89%

28 windows

min 8.8% · max 27.0%

100% positive

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

5-Year rolling

+12.39%

3 windows

min 11.3% · max 13.2%

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

18.88%

3-year · annualised

Sharpe ratio

0.42

vs risk-free 6.5%

Sortino ratio

0.63

Downside-only deviation

Max drawdown

-31.68%

Sep 2024 → Apr 2025

% positive months

66.7%

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 Top 20 Equal Weight Index Fund - Regular Growth	HDFC	₹9.5172	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Regular Plan - Growth Option	Nippon India	₹9.3228	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Growth	SBI	₹9.7387	3 Jun 2026
Bandhan Nifty 200 Quality 30 Index Fund - Regular Plan - Growth	Bandhan	₹9.3232	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth	Aditya Birla Sun Life	₹10.1737	3 Jun 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth	Motilal Oswal	₹8.0030	3 Jun 2026
Kotak Nifty 100 Equal Weight Index Fund - Regular Plan - Growth	Kotak	₹10.6840	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan Growth	Edelweiss	₹13.9297	3 Jun 2026
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth	DSP	₹25.6698	3 Jun 2026
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹7.8515	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹20.2524
2 Jun 2026	₹20.2516
1 Jun 2026	₹20.2480
29 May 2026	₹20.5633
27 May 2026	₹20.9037
26 May 2026	₹20.7761
25 May 2026	₹20.7949
22 May 2026	₹20.4496
21 May 2026	₹20.3236
20 May 2026	₹20.3571

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 03 Jun 2026, the NAV of UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option is ₹20.2524. It's a Index Fund from UTI, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option has NAV history starting from 12 Mar 2021, a track record of about 5 years 2 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 - Regular 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 - Regular Plan - Growth Option has delivered a absolute return of -2.16% — -3.64 pp behind the Index Fund category average of 1.49%. The fund ranks #192 of 254 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option has delivered a CAGR of 13.45% — +2.75 pp ahead of the Index Fund category average of 10.70%. The fund ranks #35 of 126 in its category — the second (Q2) quartile.

Over the trailing 5-year window, UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option has delivered a CAGR of 11.30% — -0.03 pp behind the Index Fund category average of 11.33%. The fund ranks #14 of 25 in its category — the third (Q3) quartile.

₹1 lakh invested in UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option exactly 5 years ago would be worth approximately ₹170,786 today — a multiplier of 1.71×, based on the 5-year CAGR of 11.30%. The category average over the same window would have grown ₹1 lakh to ₹171,030.

A ₹10,000 monthly SIP in UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹749,188 today. That's an XIRR (money-weighted annualised return) of 8.81%.

UTI Nifty 200 Momentum 30 Index Fund - Regular 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 ₹749,188 — XIRR 8.81%.

On a 5-year basis, UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option ranks #14 out of 25 funds in the Index Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.33%; this fund delivered 11.30%.

The worst peak-to-trough decline UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 31.68% — 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 - Regular Plan - Growth Option averaged 12.39% (best 13.22%, worst 11.30%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.33 — weak risk-adjusted performance.

In calendar year 2025, UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option returned -5.78% — lagging the Index Fund category average of 5.14% by 10.93 pp. It ranked #184 of 211 in its category that year.

UTI Nifty 200 Momentum 30 Index Fund - Regular 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 - Regular 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: 31.7%. 5-year CAGR: 11.30%.

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