Uti Nifty200 Momentum 30 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 62
Rating
Growth Option 02-04-2026
NAV ₹18.64(R) -0.54% ₹19.11(D) -0.53%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -2.31% 14.68% 12.6% -% -%
Direct -1.85% 15.23% 13.16% -% -%
Benchmark
SIP (XIRR) Regular -17.26% -1.61% 6.36% -% -%
Direct -16.86% -1.1% 6.91% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.77 0.36 0.51 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.37% -29.72% -28.89% - 13.4%
Fund AUM As on: 30/12/2025 8740 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
- 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
- 11
- 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
- 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 02-04-2026

Scheme Name NAV Rupee Change Percent Change
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option 18.64
-0.1000
-0.5400%
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option 19.11
-0.1000
-0.5300%

Review Date: 02-04-2026

Beginning of Analysis

In the Index Funds category, UTI Nifty200 Momentum 30 Index Fund is the 87th ranked fund. The category has total 90 funds. The UTI Nifty200 Momentum 30 Index Fund has shown a very poor past performence in Index Funds. The fund has a Sharpe Ratio of 0.77 which is lower than the category average of 1.0.
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 -10.45%, -12.6 and -8.83 in last one, three and six months respectively. In the same period the category average return was -7.55%, -11.6% and -7.85% respectively.
  • UTI Nifty200 Momentum 30 Index Fund has given a return of -1.85% in last one year. In the same period the Index Funds category average return was 0.2%.
  • The fund has given a return of 15.23% in last three years and ranked 36.0th out of eighty eight funds in the category. In the same period the Index Funds category average return was 13.48%.
  • The fund has given a return of 13.16% in last five years and ranked 8th out of thirty two funds in the category. In the same period the Index Funds category average return was 11.53%.
  • The fund has given a SIP return of -16.86% in last one year whereas category average SIP return is -13.36%. The fund one year return rank in the category is 132nd in 183 funds
  • The fund has SIP return of -1.1% in last three years and ranks 81st in 82 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (19.19%) in the category in last three years.
  • The fund has SIP return of 6.91% in last five years whereas category average SIP return is 7.5%.

UTI Nifty200 Momentum 30 Index Fund Risk Analysis

  • The fund has a standard deviation of 17.37 and semi deviation of 13.4. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -29.72 and a maximum drawdown of -28.89. The category average VaR is -15.41 and the maximum drawdown is -15.82.

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 % -10.49
    -7.63
    		-15.80 | 0.50 194 | 221 Poor
    3M Return % -12.70
    -11.74
    		-25.49 | 1.37 119 | 221 Average
    6M Return % -9.04
    -8.09
    		-24.09 | 5.69 123 | 211 Average
    1Y Return % -2.31
    -0.34
    		-23.29 | 28.16 129 | 190 Average
    3Y Return % 14.68
    12.97
    		7.03 | 21.67 36 | 88 Good
    5Y Return % 12.60
    11.00
    		8.07 | 16.39 8 | 32 Very Good
    1Y SIP Return % -17.26
    -13.82
    		-41.59 | 11.63 132 | 187 Average
    3Y SIP Return % -1.61
    3.04
    		-2.38 | 18.53 85 | 86 Poor
    5Y SIP Return % 6.36
    7.14
    		4.04 | 17.39 16 | 35 Good
    Standard Deviation 17.37
    12.06
    		0.60 | 22.45 92 | 102 Poor
    Semi Deviation 13.40
    8.86
    		0.37 | 16.91 91 | 102 Poor
    Max Drawdown % -28.89
    -15.82
    		-29.16 | 0.00 100 | 102 Poor
    VaR 1 Y % -29.72
    -15.41
    		-34.57 | 0.00 100 | 102 Poor
    Average Drawdown % -10.96
    -5.73
    		-14.55 | 0.00 87 | 102 Poor
    Sharpe Ratio 0.77
    1.00
    		-0.17 | 2.42 59 | 102 Average
    Sterling Ratio 0.51
    0.66
    		0.05 | 1.48 92 | 102 Poor
    Sortino Ratio 0.36
    0.59
    		-0.02 | 2.60 62 | 102 Average
    Return data last Updated On : April 2, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -10.45 -7.55 -15.76 | 0.53 201 | 228 Poor
    3M Return % -12.60 -11.60 -25.37 | 1.42 122 | 227 Average
    6M Return % -8.83 -7.85 -23.85 | 5.94 128 | 216 Average
    1Y Return % -1.85 0.20 -22.79 | 29.00 132 | 190 Average
    3Y Return % 15.23 13.48 7.24 | 22.40 36 | 88 Good
    5Y Return % 13.16 11.53 8.74 | 17.25 8 | 32 Very Good
    1Y SIP Return % -16.86 -13.36 -41.20 | 12.19 132 | 183 Average
    3Y SIP Return % -1.10 3.44 -1.70 | 19.19 81 | 82 Poor
    5Y SIP Return % 6.91 7.50 4.72 | 18.02 11 | 33 Good
    Standard Deviation 17.37 12.06 0.60 | 22.45 92 | 102 Poor
    Semi Deviation 13.40 8.86 0.37 | 16.91 91 | 102 Poor
    Max Drawdown % -28.89 -15.82 -29.16 | 0.00 100 | 102 Poor
    VaR 1 Y % -29.72 -15.41 -34.57 | 0.00 100 | 102 Poor
    Average Drawdown % -10.96 -5.73 -14.55 | 0.00 87 | 102 Poor
    Sharpe Ratio 0.77 1.00 -0.17 | 2.42 59 | 102 Average
    Sterling Ratio 0.51 0.66 0.05 | 1.48 92 | 102 Poor
    Sortino Ratio 0.36 0.59 -0.02 | 2.60 62 | 102 Average
    Return data last Updated On : April 2, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    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
    02-04-2026 18.6442 19.1139
    01-04-2026 18.7446 19.2166
    30-03-2026 18.2747 18.7344
    27-03-2026 18.8615 19.3352
    25-03-2026 19.4041 19.8909
    24-03-2026 18.9024 19.3764
    23-03-2026 18.4445 18.9068
    20-03-2026 19.1787 19.6586
    19-03-2026 19.1114 19.5894
    18-03-2026 19.8484 20.3446
    17-03-2026 19.5553 20.0439
    16-03-2026 19.317 19.7993
    13-03-2026 19.1714 19.6493
    12-03-2026 19.6897 20.1803
    11-03-2026 19.9252 20.4214
    10-03-2026 20.3833 20.8907
    09-03-2026 19.9032 20.3984
    06-03-2026 20.3761 20.8822
    05-03-2026 20.679 21.1924
    04-03-2026 20.3336 20.8381
    02-03-2026 20.8287 21.3449

    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.