Uti Nifty200 Momentum 30 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 96
Rating
Growth Option 23-01-2026
NAV ₹20.38(R) -1.48% ₹20.88(D) -1.48%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -0.64% 16.35% -% -% -%
Direct -0.17% 16.91% -% -% -%
Benchmark
SIP (XIRR) Regular -2.0% 7.02% -% -% -%
Direct -1.54% 7.57% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.6 0.29 0.44 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.79% -29.72% -28.89% - 13.61%
Fund AUM As on: 30/06/2025 7827 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
ICICI Prudential Nifty Auto Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
AXIS Nifty Midcap 50 Index Fund 4
HDFC NIFTY50 Equal Weight Index Fund 5
DSP Nifty 50 Equal Weight Index Fund 6
ICICI Prudential Nifty50 Equal Weight Index Fund 7
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
Nippon India Nifty Midcap 150 Index Fund 10
Motilal Oswal Nifty Midcap 150 Index Fund 11
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty Midcap 150 Index Fund 13
Navi Nifty Midcap 150 Index Fund 14
Bandhan Nifty100 Low Volatility 30 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
UTI Nifty 50 Index Fund 17
Navi Nifty 50 Index Fund 18
HDFC NIFTY 100 Equal Weight Index Fund 19
Dsp Nifty 50 Index Fund 20

NAV Date: 23-01-2026

Scheme Name NAV Rupee Change Percent Change
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option 20.38
-0.3100
-1.4800%
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option 20.88
-0.3100
-1.4800%

Review Date: 23-01-2026

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 UTI Nifty200 Momentum 30 Index Fund has shown a very poor past performence in Index Funds. The fund has a Sharpe Ratio of 0.6 which is lower than the category average of 0.88.
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 -4.39%, -5.17 and -3.4 in last one, three and six months respectively. In the same period the category average return was -4.02%, -3.48% and -2.02% respectively.
  • UTI Nifty200 Momentum 30 Index Fund has given a return of -0.17% in last one year. In the same period the Index Funds category average return was 5.71%.
  • The fund has given a return of 16.91% in last three years and ranked 30.0th out of 101 funds in the category. In the same period the Index Funds category average return was 14.7%.
  • The fund has given a SIP return of -1.54% in last one year whereas category average SIP return is 1.85%. The fund one year return rank in the category is 117th in 146 funds
  • The fund has SIP return of 7.57% in last three years and ranks 73rd in 99 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (28.73%) in the category in last three years.

UTI Nifty200 Momentum 30 Index Fund Risk Analysis

  • The fund has a standard deviation of 17.79 and semi deviation of 13.61. The category average standard deviation is 12.15 and semi deviation is 8.91.
  • The fund has a Value at Risk (VaR) of -29.72 and a maximum drawdown of -28.89. The category average VaR is -15.3 and the maximum drawdown is -15.81.

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 % -4.43
    -4.06
    		-14.51 | 2.67 89 | 147 Average
    3M Return % -5.28
    -3.62
    		-19.74 | 7.19 117 | 147 Poor
    6M Return % -3.62
    -2.30
    		-22.15 | 16.80 106 | 147 Average
    1Y Return % -0.64
    5.22
    		-14.13 | 23.10 113 | 146 Poor
    3Y Return % 16.35
    14.18
    		7.06 | 33.92 29 | 101 Good
    1Y SIP Return % -2.00
    1.33
    		-29.98 | 37.99 115 | 144 Poor
    3Y SIP Return % 7.02
    9.44
    		5.11 | 28.16 73 | 99 Average
    Standard Deviation 17.79
    12.15
    		0.68 | 20.30 89 | 99 Poor
    Semi Deviation 13.61
    8.91
    		0.46 | 14.48 89 | 99 Poor
    Max Drawdown % -28.89
    -15.81
    		-29.16 | 0.00 97 | 99 Poor
    VaR 1 Y % -29.72
    -15.30
    		-29.82 | 0.00 98 | 99 Poor
    Average Drawdown % -10.28
    -5.98
    		-13.66 | 0.00 85 | 99 Poor
    Sharpe Ratio 0.60
    0.88
    		0.26 | 2.03 87 | 99 Poor
    Sterling Ratio 0.44
    0.61
    		0.34 | 1.21 96 | 99 Poor
    Sortino Ratio 0.29
    0.48
    		0.15 | 1.37 90 | 99 Poor
    Return data last Updated On : Jan. 23, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -4.39 -4.02 -14.47 | 2.72 91 | 149 Average
    3M Return % -5.17 -3.48 -19.61 | 7.33 120 | 149 Poor
    6M Return % -3.40 -2.02 -21.90 | 17.07 108 | 149 Average
    1Y Return % -0.17 5.71 -13.57 | 23.67 115 | 148 Poor
    3Y Return % 16.91 14.70 7.27 | 34.53 30 | 101 Good
    1Y SIP Return % -1.54 1.85 -29.51 | 38.63 117 | 146 Poor
    3Y SIP Return % 7.57 9.95 5.32 | 28.73 73 | 99 Average
    Standard Deviation 17.79 12.15 0.68 | 20.30 89 | 99 Poor
    Semi Deviation 13.61 8.91 0.46 | 14.48 89 | 99 Poor
    Max Drawdown % -28.89 -15.81 -29.16 | 0.00 97 | 99 Poor
    VaR 1 Y % -29.72 -15.30 -29.82 | 0.00 98 | 99 Poor
    Average Drawdown % -10.28 -5.98 -13.66 | 0.00 85 | 99 Poor
    Sharpe Ratio 0.60 0.88 0.26 | 2.03 87 | 99 Poor
    Sterling Ratio 0.44 0.61 0.34 | 1.21 96 | 99 Poor
    Sortino Ratio 0.29 0.48 0.15 | 1.37 90 | 99 Poor
    Return data last Updated On : Jan. 23, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 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
    23-01-2026 20.3818 20.8767
    22-01-2026 20.6883 21.1904
    21-01-2026 20.4913 20.9884
    20-01-2026 20.6139 21.1137
    19-01-2026 21.0849 21.5958
    16-01-2026 20.9759 21.4833
    14-01-2026 20.9135 21.4189
    13-01-2026 20.9061 21.4111
    12-01-2026 20.9507 21.4565
    09-01-2026 20.8867 21.3902
    08-01-2026 21.0579 21.5652
    07-01-2026 21.3389 21.8526
    06-01-2026 21.4499 21.9661
    05-01-2026 21.4225 21.9377
    02-01-2026 21.3571 21.8699
    01-01-2026 21.1545 21.6622
    31-12-2025 21.0414 21.5461
    30-12-2025 20.8465 21.3463
    29-12-2025 20.9796 21.4822
    26-12-2025 21.1093 21.6142
    24-12-2025 21.24 21.7476
    23-12-2025 21.3263 21.8356

    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.