Uti Nifty200 Momentum 30 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 67
Rating
Growth Option 30-09-2026
NAV ₹19.94(R) -0.02% ₹20.49(D) -0.02%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -1.45% 8.35% 8.45% -% -%
Direct -0.99% 8.86% 8.98% -% -%
Benchmark
SIP (XIRR) Regular -5.29% -1.73% 6.9% -% -%
Direct -4.85% -1.26% 7.44% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.35 0.18 0.34 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
19.93% -33.81% -28.89% - 15.27%
Fund AUM As on: 30/12/2025 8740 Cr
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NAV Date: 30-09-2026

Scheme Name NAV Rupee Change Percent Change
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option 19.94
0.0000
-0.0200%
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option 20.49
0.0000
-0.0200%

Review Date: 30-09-2026

Beginning of Analysis

UTI Nifty200 Momentum 30 Index Fund is the 87th ranked fund in the Index Funds category. The category has total 0 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 0.35 which is lower than the category average of 0.56.
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.
Large and Mid Cap Index Mutual Funds

UTI Nifty200 Momentum 30 Index Fund Return Analysis

  • The fund has given a return of -5.8%, -4.31 and 9.36 in last one, three and six months respectively. In the same period the category average return was -6.33%, -3.97% and 7.28% respectively.
  • UTI Nifty200 Momentum 30 Index Fund has given a return of -0.99% in last one year. In the same period the Large and Mid Cap Index Mutual Funds category average return was -1.51%.
  • The fund has given a return of 8.86% in last three years and ranked 2.0nd out of five funds in the category. In the same period the Large and Mid Cap Index Mutual Funds category average return was 8.92%.
  • The fund has given a return of 8.98% in last five years and ranked 1st out of one funds in the category. In the same period the Large and Mid Cap Index Mutual Funds category average return was 8.98%.
  • The fund has given a SIP return of -4.85% in last one year whereas category average SIP return is -6.5%. The fund one year return rank in the category is 3rd in 18 funds
  • The fund has SIP return of -1.26% in last three years and ranks 3rd in 5 funds. Edelweiss Nifty Large Mid Cap 250 Index Fund has given the highest SIP return (3.01%) in the category in last three years.
  • The fund has SIP return of 7.44% in last five years whereas category average SIP return is 7.44%.

UTI Nifty200 Momentum 30 Index Fund Risk Analysis

  • The fund has a standard deviation of 19.93 and semi deviation of 15.27. The category average standard deviation is 14.64 and semi deviation is 10.77.
  • The fund has a Value at Risk (VaR) of -33.81 and a maximum drawdown of -28.89. The category average VaR is -22.25 and the maximum drawdown is -17.1.

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 Large and Mid Cap Index Mutual Funds Category
  • Good Performance in Large and Mid Cap Index Mutual Funds Category
  • Poor Performance in Large and Mid Cap Index Mutual Funds Category
  • Very Poor Performance in Large and Mid Cap Index Mutual 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 % -5.84
    -6.43
    		-7.98 | -4.58 5 | 19 Very Good
    3M Return % -4.43
    -4.13
    		-6.33 | -2.83 13 | 19 Average
    6M Return % 9.10
    6.92
    		0.65 | 14.43 2 | 18 Very Good
    1Y Return % -1.45
    -2.11
    		-6.47 | 6.83 7 | 17 Good
    3Y Return % 8.35
    8.29
    		7.54 | 9.70 2 | 5 Very Good
    5Y Return % 8.45
    8.45
    		8.45 | 8.45 1 | 1 Very Good
    1Y SIP Return % -5.29
    -7.09
    		-11.75 | 1.01 2 | 17 Very Good
    3Y SIP Return % -1.73
    -1.14
    		-2.35 | 2.31 3 | 5 Good
    5Y SIP Return % 6.90
    6.90
    		6.90 | 6.90 1 | 1 Very Good
    Standard Deviation 19.93
    14.64
    		0.55 | 22.91 85 | 110 Poor
    Semi Deviation 15.27
    10.77
    		0.37 | 17.17 98 | 110 Poor
    Max Drawdown % -28.89
    -17.10
    		-37.89 | 0.00 106 | 110 Poor
    VaR 1 Y % -33.81
    -22.25
    		-38.54 | 0.00 95 | 110 Poor
    Average Drawdown % 10.96
    7.28
    		0.00 | 14.99 17 | 110 Very Good
    Sharpe Ratio 0.35
    0.56
    		-0.34 | 2.15 66 | 110 Average
    Sterling Ratio 0.34
    0.49
    		-0.05 | 1.48 74 | 110 Average
    Sortino Ratio 0.18
    0.33
    		-0.09 | 1.81 66 | 110 Average
    Return data last Updated On : Sept. 30, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -5.80 -6.33 -7.93 | -4.56 7 | 21 Good
    3M Return % -4.31 -3.97 -6.25 | -2.75 16 | 21 Average
    6M Return % 9.36 7.28 0.82 | 14.78 2 | 19 Very Good
    1Y Return % -0.99 -1.51 -5.89 | 7.38 8 | 18 Good
    3Y Return % 8.86 8.92 8.23 | 10.43 2 | 5 Very Good
    5Y Return % 8.98 8.98 8.98 | 8.98 1 | 1 Very Good
    1Y SIP Return % -4.85 -6.50 -11.22 | 1.63 3 | 18 Very Good
    3Y SIP Return % -1.26 -0.55 -1.72 | 3.01 3 | 5 Good
    5Y SIP Return % 7.44 7.44 7.44 | 7.44 1 | 1 Very Good
    Standard Deviation 19.93 14.64 0.55 | 22.91 85 | 110 Poor
    Semi Deviation 15.27 10.77 0.37 | 17.17 98 | 110 Poor
    Max Drawdown % -28.89 -17.10 -37.89 | 0.00 106 | 110 Poor
    VaR 1 Y % -33.81 -22.25 -38.54 | 0.00 95 | 110 Poor
    Average Drawdown % 10.96 7.28 0.00 | 14.99 17 | 110 Very Good
    Sharpe Ratio 0.35 0.56 -0.34 | 2.15 66 | 110 Average
    Sterling Ratio 0.34 0.49 -0.05 | 1.48 74 | 110 Average
    Sortino Ratio 0.18 0.33 -0.09 | 1.81 66 | 110 Average
    Return data last Updated On : Sept. 30, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 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
    30-09-2026 19.9381 20.4875
    29-09-2026 19.9417 20.4909
    28-09-2026 19.9989 20.5494
    25-09-2026 20.4147 20.9759
    24-09-2026 20.4314 20.9927
    23-09-2026 20.7094 21.2781
    22-09-2026 20.4595 21.0211
    21-09-2026 20.4836 21.0455
    18-09-2026 20.5508 21.1138
    17-09-2026 20.3519 20.9091
    16-09-2026 20.0641 20.6132
    15-09-2026 20.0837 20.6331
    11-09-2026 20.7348 21.3008
    10-09-2026 20.8794 21.4492
    09-09-2026 21.0373 21.611
    08-09-2026 20.9237 21.4941
    07-09-2026 20.7395 21.3046
    04-09-2026 20.7542 21.3189
    03-09-2026 20.766 21.3307
    02-09-2026 20.7506 21.3146
    01-09-2026 20.7711 21.3354
    31-08-2026 21.1736 21.7485

    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.