Uti Nifty200 Momentum 30 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 89
Rating
Growth Option 03-07-2026
NAV ₹20.59(R) -1.07% ₹21.14(D) -1.07%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -3.57% 12.67% 11.26% -% -%
Direct -3.13% 13.21% 11.81% -% -%
Benchmark
SIP (XIRR) Regular -0.37% 2.1% 9.01% -% -%
Direct 0.09% 2.6% 9.56% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.4 0.19 0.36 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
19.46% -33.81% -28.89% - 15.35%
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
ICICI Prudential Nifty Pharma Index Fund 4
Kotak Nifty SDL Apr 2027 Top 12 Eq Wt Index Fund 5
Axis CRISIL IBX SDL May 2027 Index Fund 6
Mirae Asset Nifty SDL Jun 2027 Index Fund 7
Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund 8
ICICI Prudential Nifty SDL Sep 2027 Index Fund 9
Navi Nifty India Manufacturing Index Fund 10
Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund 11
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund 12
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund 13
ICICI Prudential Nifty Auto Index Fund 14
ICICI Prudential PSU Bond plus SDL 40:60 Index Fund - Sep 2027 15
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund 16
- 17
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund 18
Bandhan CRISIL Gilt 2027 Index Fund 19
DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund 20
Bandhan CRISIL Gilt 2028 Index Fund 21

NAV Date: 03-07-2026

Scheme Name NAV Rupee Change Percent Change
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option 20.59
-0.2200
-1.0700%
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option 21.14
-0.2300
-1.0700%

Review Date: 03-07-2026

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 0.4 which is lower than the category average of 0.63.
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 Funds

UTI Nifty200 Momentum 30 Index Fund Return Analysis

  • The fund has given a return of 1.73%, 8.2 and -3.64 in last one, three and six months respectively. In the same period the category average return was 3.34%, 10.04% and -1.53% respectively.
  • UTI Nifty200 Momentum 30 Index Fund has given a return of -3.13% in last one year. In the same period the Index Funds category average return was 0.67%.
  • The fund has given a return of 13.21% in last three years and ranked 46.0th out of one hundred and eight funds in the category. In the same period the Index Funds category average return was 13.2%.
  • The fund has given a return of 11.81% in last five years and ranked 17th out of forty one funds in the category. In the same period the Index Funds category average return was 11.66%.
  • The fund has given a SIP return of 0.09% in last one year whereas category average SIP return is 4.53%. The fund one year return rank in the category is 153rd in 218 funds
  • The fund has SIP return of 2.6% in last three years and ranks 94th in 106 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (26.04%) in the category in last three years.
  • The fund has SIP return of 9.56% in last five years whereas category average SIP return is 10.63%.

UTI Nifty200 Momentum 30 Index Fund Risk Analysis

  • The fund has a standard deviation of 19.46 and semi deviation of 15.35. The category average standard deviation is 13.58 and semi deviation is 10.42.
  • The fund has a Value at Risk (VaR) of -33.81 and a maximum drawdown of -28.89. The category average VaR is -21.49 and the maximum drawdown is -16.43.

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 % 1.69
    3.31
    		-6.75 | 16.72 172 | 238 Average
    3M Return % 8.08
    9.92
    		-10.24 | 29.31 146 | 238 Average
    6M Return % -3.86
    -1.83
    		-27.06 | 20.22 156 | 238 Average
    1Y Return % -3.57
    0.14
    		-28.68 | 32.66 149 | 220 Average
    3Y Return % 12.67
    12.69
    		-1.12 | 27.34 46 | 108 Good
    5Y Return % 11.26
    11.16
    		5.97 | 17.10 17 | 41 Good
    1Y SIP Return % -0.37
    4.04
    		-33.34 | 37.51 152 | 217 Average
    3Y SIP Return % 2.10
    7.13
    		-14.35 | 25.37 98 | 105 Poor
    5Y SIP Return % 9.01
    10.20
    		5.59 | 22.03 18 | 40 Good
    Standard Deviation 19.46
    13.58
    		0.49 | 22.47 93 | 102 Poor
    Semi Deviation 15.35
    10.42
    		0.33 | 16.92 98 | 102 Poor
    Max Drawdown % -28.89
    -16.43
    		-31.62 | 0.00 99 | 102 Poor
    VaR 1 Y % -33.81
    -21.49
    		-38.54 | 0.00 90 | 102 Poor
    Average Drawdown % -10.96
    -7.11
    		-14.55 | 0.00 87 | 102 Poor
    Sharpe Ratio 0.40
    0.63
    		-0.17 | 2.35 62 | 102 Average
    Sterling Ratio 0.36
    0.50
    		0.04 | 1.20 84 | 102 Poor
    Sortino Ratio 0.19
    0.36
    		-0.02 | 1.97 61 | 102 Average
    Return data last Updated On : July 3, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

    Rotate the phone! Best viewed in landscape mode on mobile.
    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 1.73 3.34 -6.70 | 16.78 178 | 246 Average
    3M Return % 8.20 10.04 -10.10 | 29.49 150 | 246 Average
    6M Return % -3.64 -1.53 -26.83 | 20.58 162 | 245 Average
    1Y Return % -3.13 0.67 -28.22 | 33.35 151 | 221 Average
    3Y Return % 13.21 13.20 -0.61 | 27.94 46 | 108 Good
    5Y Return % 11.81 11.66 6.23 | 17.94 17 | 41 Good
    1Y SIP Return % 0.09 4.53 -32.90 | 38.34 153 | 218 Average
    3Y SIP Return % 2.60 7.59 -13.86 | 26.04 94 | 106 Poor
    5Y SIP Return % 9.56 10.63 6.23 | 22.67 18 | 41 Good
    Standard Deviation 19.46 13.58 0.49 | 22.47 93 | 102 Poor
    Semi Deviation 15.35 10.42 0.33 | 16.92 98 | 102 Poor
    Max Drawdown % -28.89 -16.43 -31.62 | 0.00 99 | 102 Poor
    VaR 1 Y % -33.81 -21.49 -38.54 | 0.00 90 | 102 Poor
    Average Drawdown % -10.96 -7.11 -14.55 | 0.00 87 | 102 Poor
    Sharpe Ratio 0.40 0.63 -0.17 | 2.35 62 | 102 Average
    Sterling Ratio 0.36 0.50 0.04 | 1.20 84 | 102 Poor
    Sortino Ratio 0.19 0.36 -0.02 | 1.97 61 | 102 Average
    Return data last Updated On : July 3, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 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
    03-07-2026 20.5949 21.1384
    02-07-2026 20.8175 21.3665
    01-07-2026 20.848 21.3976
    30-06-2026 20.8615 21.4112
    29-06-2026 20.8785 21.4283
    25-06-2026 21.0524 21.6058
    24-06-2026 21.0407 21.5934
    23-06-2026 20.926 21.4755
    22-06-2026 21.154 21.7092
    19-06-2026 21.0928 21.6455
    18-06-2026 21.1011 21.6538
    17-06-2026 21.0196 21.5699
    16-06-2026 20.9521 21.5004
    15-06-2026 20.9715 21.52
    12-06-2026 20.5242 21.0602
    11-06-2026 19.8947 20.414
    10-06-2026 20.0749 20.5986
    09-06-2026 20.323 20.853
    08-06-2026 19.9687 20.4891
    05-06-2026 20.2648 20.7922
    04-06-2026 20.2857 20.8134
    03-06-2026 20.2524 20.779

    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.