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Index Funds ETFs · Other

UTI Nifty200 Momentum 30 Index Fund

Fund house not on record
Benchmark
Nifty200 Momentum 30 TRI
Riskometer
Very High
Size
₹7,920 cr
Allotted
10 Mar 2021
Holdings as of
Not on record

UTI Nifty200 Momentum 30 Index Fund is a index funds etfs fund with ₹7,920 cr under management. It is ahead of its benchmark (Nifty200 Momentum 30 TRI) in 0 of 3 periods. Its direct plan charges 0.82% a year. Sharwan Kumar Goyal has managed it for 4.6 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has UTI Nifty200 Momentum 30 Index Fund beaten its benchmark?

Ahead of its benchmark, Nifty200 Momentum 30 TRI, in 0 of 3 periods in AMFI's figures; −5.70% over the last year against −5.19%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (Nifty200 Momentum 30 TRI) in 0 of 3 periods.
PeriodDirectRegularBenchmarkAheadRank
1y −5.70%−6.13%−5.19% −0.51 🔒
3y +8.69%+8.18%+9.03% −0.34 🔒
5y +7.21%+6.68%+7.49% −0.28 🔒
10y ——— — —
Ahead in points a year · its rank among Index Funds ETFs funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does UTI Nifty200 Momentum 30 Index Fund cost?

0.82% a year on the direct plan, 1.29% on the regular plan; 58 of 74 funds in its category charge less.

Direct plan
0.82% a year
Category median 0.57%
Regular plan
1.29% a year
Category median 1.18%
Gap
0.47 points
for the same holdings
58 of 74 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Index Funds - Equity Funds

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages UTI Nifty200 Momentum 30 Index Fund?

Sharwan Kumar Goyal, since 1 Mar 2022; Ayush Jain, since 2 May 2022; Lokesh Kulthia, since 19 Jun 2026.

Sharwan Kumar Goyal
4.6 years
since 1 Mar 2022
Ayush Jain
4.5 years
since 2 May 2022
Lokesh Kulthia
0.3 years
since 19 Jun 2026
Benchmark as filedNifty 200 Momentum 30 TRI
Exit load
Nil
From 7 Scheme Summary Documents filed with NSE, first on 12 Apr 2026; as on 4 Oct 2026

What does UTI Nifty200 Momentum 30 Index Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages UTI Nifty200 Momentum 30 Index Fund?

Sharwan Kumar Goyal (manager) since 1 Mar 2022; Ayush Jain (manager) since 2 May 2022; Lokesh Kulthia (manager) since 19 Jun 2026.

What is the expense ratio of UTI Nifty200 Momentum 30 Index Fund?

0.82% a year on the direct plan and 1.29% on the regular plan (expense report, Oct 2026).

How has UTI Nifty200 Momentum 30 Index Fund done?

Its direct plan returned +8.69% a year over 3 years against +9.03% for its benchmark, Nifty200 Momentum 30 TRI, as of 13 Oct 2026.

Inside the app

See UTI Nifty200 Momentum 30 Index Fund beside your own funds in Valarth

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