59
Index — Factor / Smart BetaHold
UTI Nifty 200 Momentum 30 Index
UTI · Direct–Growth · rank #19 of 57 by Smart Score
Data updated
Trailing returns
1 Year
-8.9%
-3.1% vs index
3 Years
8.4%
-0.8% vs index
5 Years
6.5%
-1.3% vs index
Since launch
13.4%
Year-by-year performance
2022
-5.5%-9.3% vs index
2023
+41.4%+14.8% vs index
2024
+21.3%+5.7% vs index
2025
-5.1%-12.8% vs index
2026
-6.8%+0.2% vs index
Why this score
UTI Nifty 200 Momentum 30 Index scores 59/100 — #19 of 57 Index — Factor / Smart Beta fund (Hold). It stands out for 3y return and sharpe ratio — beating 78% of peers on 3y return. The main drag is its expense ratio (better than only 8% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
3Y return8.36% · 78th percentile in category
Sharpe ratio0.09 · 86th percentile in category
Fund size7961.68 Cr · 99th percentile in category
Expense ratio0.89% · 8th percentile in category
Volatility19.78 · 17th percentile in category
Sortino ratio0.13 · 89th percentile in category
Top holdings
1.Laurus Labs Ltd6.54%
2.Multi Commodity Exchange Of India Ltd6.04%
3.Tata Steel Ltd5.04%
4.Shriram Transport Finance Company Ltd5.02%
5.Hindalco Industries Ltd5.02%
30 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.