67
Index — Factor / Smart BetaBuy
UTI Nifty 200 Momentum 30 Index
UTI · Direct–Growth · rank #8 of 55 by Smart Score
Data updated
Trailing returns
1 Year
-2.0%
+0.1% vs index
3 Years
10.2%
+0.4% vs index
5 Years
9.5%
-0.0% vs index
Since launch
14.6%
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
-2.0%+1.6% vs index
Why this score
UTI Nifty 200 Momentum 30 Index scores 67/100 — #8 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 expense ratio (better than only 9% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
3Y return10.24% · 78th percentile in category
5Y return9.48% · 75th percentile in category
Sharpe ratio0.19 · 86th percentile in category
Fund size8513.34 Cr · 99th percentile in category
Expense ratio1.00% · 9th percentile in category
Volatility19.68 · 17th percentile in category
Top holdings
1.Laurus Labs Ltd5.95%
2.Multi Commodity Exchange Of India Ltd5.86%
3.Shriram Transport Finance Company Ltd5.33%
4.Hindalco Industries Ltd5.09%
5.Tata Steel Ltd4.75%
30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.