64
Index — Factor / Smart BetaBuy
UTI Nifty 200 Momentum 30 Index
UTI · Direct–Growth · rank #9 of 55 by Smart Score
Data updated
Trailing returns
1 Year
2.2%
-0.5% vs index
3 Years
11.5%
+0.1% vs index
5 Years
9.9%
-0.4% vs index
Since launch
14.9%
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
-1.1%+0.8% vs index
Why this score
UTI Nifty 200 Momentum 30 Index scores 64/100 — #9 of 55 Index — Factor / Smart Beta fund (Buy). It stands out for 5y return and 3y return — beating 75% of peers on 5y return. The main drag is its expense ratio (better than only 6% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
5Y return9.90% · 75th percentile in category
3Y return11.52% · 72nd percentile in category
Sharpe ratio0.26 · 84th percentile in category
Fund size8438.41 Cr · 99th percentile in category
Expense ratio1.18% · 6th percentile in category
Volatility19.62 · 17th percentile in category
Top holdings
1.Laurus Labs Ltd5.78%
2.Shriram Transport Finance Company Ltd5.15%
3.Hindalco Industries Ltd5%
4.Tata Steel Ltd5%
5.Cummins India Ltd4.98%
30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.