FundLens
66
Index — Factor / Smart BetaBuy

UTI Nifty 200 Momentum 30 Index

UTI · Direct–Growth · rank #10 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-0.9%
-1.6% vs index
3 Years
13.0%
+0.9% vs index
5 Years
12.0%
-0.3% vs index
Since launch
15.3%

Year-by-year performance

last entry = YTD
2022
-5.5%
2023
+41.4%
2024
+21.3%
2025
-5.1%
2026
-1.1%

Why this score

UTI Nifty 200 Momentum 30 Index scores 66/100 — #10 of 55 Index — Factor / Smart Beta fund (Buy). It stands out for 3y return and 5y return — beating 78% of peers on 3y return. The main drag is its volatility (better than only 22% of peers).

Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.

3Y return13.03% · 78th percentile in category
5Y return12.02% · 75th percentile in category
Fund size8436.56 Cr · 99th percentile in category
Sharpe ratio0.33 · 80th percentile in category
Volatility19.61 · 22nd percentile in category
Sortino ratio0.45 · 82nd percentile in category

Other Index — Factor / Smart Beta funds