Overview / Mutual Fund Discovery / Open Ended Schemes ( Index Funds - Equity Funds ) / AMFI 148703

UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option

UTI Mutual Fund • Open Ended Schemes ( Index Funds - Equity Funds ) • Direct Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹21.0307
AMFI Code / ISIN
148703 / INF789F1AUT5
Category Peer Standing
#76 of 175 ranked peers in Open Ended Schemes ( Index Funds - Equity Funds ) by 3Y Sortino
Historical Track
2021-03-12 to 2026-11-09 (1,395 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
-3.43% p.a.
3Y CAGR
+9.38% p.a.
5Y CAGR
+7.89% p.a.
10Y CAGR
N/A
Since Inception CAGR
+14.14% p.a.
Sortino Ratio (3Y)
0.20
Sharpe Ratio (3Y)
0.15
Calmar Ratio
0.30
Annualized Volatility (3Y)
+19.82%
Maximum Drawdown
-31.50%
1Y / 3Y / 5Y Rolling Mean CAGR
+14.34% / +18.29% / +11.97%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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