Uti Nifty200 Momentum 30 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 93
Rating
Growth Option 04-12-2025
NAV ₹21.46(R) -0.83% ₹21.97(D) -0.83%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -9.14% 16.2% -% -% -%
Direct -8.71% 16.76% -% -% -%
Benchmark
SIP (XIRR) Regular 8.29% 12.08% -% -% -%
Direct 8.8% 12.64% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.54 0.26 0.41 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.84% -29.72% -28.89% - 13.54%
Fund AUM As on: 30/06/2025 7827 Cr
Top Index Funds
Fund Name Rank Rating
- 1
Motilal Oswal S&P 500 Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
ICICI Prudential Nifty Auto Index Fund 4
AXIS Nifty Midcap 50 Index Fund 5
Nippon India Nifty Midcap 150 Index Fund 6
Motilal Oswal Nifty Midcap 150 Index Fund 7
HDFC NIFTY50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
DSP Nifty 50 Equal Weight Index Fund 10
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty50 Equal Weight Index Fund 13
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Axis Nifty Smallcap 50 Index Fund 19
- 20

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option 21.46
-0.1800
-0.8300%
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option 21.97
-0.1800
-0.8300%

Review Date: 04-12-2025

Beginning of Analysis

UTI Nifty200 Momentum 30 Index Fund is the 87th ranked fund in the Index Funds category. The category has total 90 funds. The 1 star rating shows a very poor past performance of the UTI Nifty200 Momentum 30 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.54 which is lower than the category average of 0.9.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

UTI Nifty200 Momentum 30 Index Fund Return Analysis

  • The fund has given a return of 0.67%, 5.33 and 3.18 in last one, three and six months respectively. In the same period the category average return was 0.31%, 3.62% and 4.04% respectively.
  • UTI Nifty200 Momentum 30 Index Fund has given a return of -8.71% in last one year. In the same period the Index Funds category average return was 2.55%.
  • The fund has given a return of 16.76% in last three years and ranked 21.0st out of 98 funds in the category. In the same period the Index Funds category average return was 14.48%.
  • The fund has given a SIP return of 8.8% in last one year whereas category average SIP return is 11.21%. The fund one year return rank in the category is 78th in 142 funds
  • The fund has SIP return of 12.64% in last three years and ranks 64th in 96 funds. ICICI Prudential Nifty Auto Index Fund has given the highest SIP return (26.97%) in the category in last three years.

UTI Nifty200 Momentum 30 Index Fund Risk Analysis

  • The fund has a standard deviation of 17.84 and semi deviation of 13.54. The category average standard deviation is 11.94 and semi deviation is 8.76.
  • The fund has a Value at Risk (VaR) of -29.72 and a maximum drawdown of -28.89. The category average VaR is -15.13 and the maximum drawdown is -15.16.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.64
    0.25
    		-7.49 | 8.69 61 | 143 Good
    3M Return % 5.21
    3.48
    		-5.40 | 9.73 46 | 143 Good
    6M Return % 2.94
    3.77
    		-11.71 | 20.00 81 | 143 Average
    1Y Return % -9.14
    2.09
    		-18.02 | 21.75 128 | 142 Poor
    3Y Return % 16.20
    13.96
    		7.08 | 28.24 21 | 98 Very Good
    1Y SIP Return % 8.29
    10.67
    		-7.04 | 34.19 77 | 140 Average
    3Y SIP Return % 12.08
    13.09
    		7.15 | 26.30 69 | 96 Average
    Standard Deviation 17.84
    11.94
    		0.54 | 20.24 88 | 96 Poor
    Semi Deviation 13.54
    8.76
    		0.35 | 14.61 87 | 96 Poor
    Max Drawdown % -28.89
    -15.16
    		-29.16 | 0.00 94 | 96 Poor
    VaR 1 Y % -29.72
    -15.13
    		-29.82 | 0.00 95 | 96 Poor
    Average Drawdown % -11.22
    -6.40
    		-14.65 | 0.00 84 | 96 Poor
    Sharpe Ratio 0.54
    0.90
    		0.11 | 2.28 84 | 96 Poor
    Sterling Ratio 0.41
    0.62
    		0.26 | 1.61 93 | 96 Poor
    Sortino Ratio 0.26
    0.50
    		0.09 | 1.81 86 | 96 Poor
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.67 0.31 -7.45 | 8.75 63 | 145 Good
    3M Return % 5.33 3.62 -5.25 | 9.93 45 | 145 Good
    6M Return % 3.18 4.04 -11.41 | 20.33 83 | 145 Average
    1Y Return % -8.71 2.55 -17.49 | 22.37 130 | 144 Poor
    3Y Return % 16.76 14.48 7.29 | 28.93 21 | 98 Very Good
    1Y SIP Return % 8.80 11.21 -6.45 | 34.90 78 | 142 Average
    3Y SIP Return % 12.64 13.60 7.36 | 26.97 64 | 96 Average
    Standard Deviation 17.84 11.94 0.54 | 20.24 88 | 96 Poor
    Semi Deviation 13.54 8.76 0.35 | 14.61 87 | 96 Poor
    Max Drawdown % -28.89 -15.16 -29.16 | 0.00 94 | 96 Poor
    VaR 1 Y % -29.72 -15.13 -29.82 | 0.00 95 | 96 Poor
    Average Drawdown % -11.22 -6.40 -14.65 | 0.00 84 | 96 Poor
    Sharpe Ratio 0.54 0.90 0.11 | 2.28 84 | 96 Poor
    Sterling Ratio 0.41 0.62 0.26 | 1.61 93 | 96 Poor
    Sortino Ratio 0.26 0.50 0.09 | 1.81 86 | 96 Poor
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

    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.


    Date Uti Nifty200 Momentum 30 Index Fund NAV Regular Growth Uti Nifty200 Momentum 30 Index Fund NAV Direct Growth
    04-12-2025 21.4633 21.9707
    03-12-2025 21.4099 21.9158
    02-12-2025 21.6439 22.155
    01-12-2025 21.7581 22.2716
    28-11-2025 21.7709 22.2839
    27-11-2025 21.8206 22.3345
    26-11-2025 21.7767 22.2892
    25-11-2025 21.4655 21.9704
    24-11-2025 21.4315 21.9354
    21-11-2025 21.5849 22.0915
    20-11-2025 21.7908 22.302
    19-11-2025 21.6547 22.1625
    18-11-2025 21.5576 22.0628
    17-11-2025 21.6995 22.2077
    14-11-2025 21.5998 22.1049
    13-11-2025 21.5352 22.0385
    12-11-2025 21.5327 22.0356
    11-11-2025 21.3609 21.8596
    10-11-2025 21.3671 21.8657
    07-11-2025 21.2864 21.7823
    06-11-2025 21.1492 21.6416
    04-11-2025 21.3275 21.8236

    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.