UTI Nifty200 Momentum 30 Index Fund - Direct Plan has delivered 70.36% absolute return over the last 5 years.
The average return for funds is 61.66% .
This fund ranks #42 in its category based on 5-year returns.
The largest portfolio holding is LAURUS LABS LTD with a portfolio weight of 5.78% .
The fund currently owns more than 31 stocks.
The top 10 holdings account for 49.14% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.43% | 2.52% |
| 2 Year Return | 31.54% | 14.81% |
| 3 Year Return | 45.92% | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.39% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Pharmaceuticals |
5.78%
|
|
| 2 | Non-Banking Financial Company (NBFC) |
5.15%
|
|
| 3 | Materials |
5.00%
|
|
| 4 | Iron & Steel |
5.00%
|
|
| 5 | Industrials |
4.98%
|
|
| 6 | Utilities |
4.88%
|
|
| 7 | Exchange Platform |
4.75%
|
|
| 8 | Financials |
4.70%
|
|
| 9 | Power - Generation/Distribution |
4.61%
|
|
| 10 | Industrials |
4.29%
|
|
| 11 | Materials |
4.19%
|
|
| 12 | Financials |
4.08%
|
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Moderate Risk
UTI Nifty200 Momentum 30 Index Fund - Direct Plan is managed by UTI .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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