UTI Nifty200 Momentum 30 Index Fund - Regular Plan

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Value Research Rating

5 star

Analyst’s Choice

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Riskometer

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Very High

₹23.5537 0.00%

As on 27-May-2024

Returns

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Calculate SIP Returns of UTI Nifty200 Momentum 30 Index Fund - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of UTI Nifty200 Momentum 30 Index Fund - Regular Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of UTI Nifty200 Momentum 30 Index Fund - Regular Plan

Assets info

₹5,496 Cr

Exit Load (Days) info

--

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

--

Min. SIP Investment (₹)

500

Min. No of Cheques

6

Investment Strategy

The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Suitability

"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for UTI Nifty200 Momentum 30 Index Fund - Regular Plan

UTI Nifty200 Momentum 30 Index Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index.

Mutual funds can be bought directly from the website of the fund house. For instance, UTI Nifty200 Momentum 30 Index Fund - Regular Plan fund can be purchased from the website of UTI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of UTI Nifty200 Momentum 30 Index Fund - Regular Plan is ₹23.5537 as of 28-May-2024.

The AUM of UTI Nifty200 Momentum 30 Index Fund - Regular Plan Fund is ₹5,496 Cr as of 30-Apr-2024

The riskometer level of UTI Nifty200 Momentum 30 Index Fund - Regular Plan is Very High. See More

As of 30-Apr-2024, UTI Nifty200 Momentum 30 Index Fund - Regular Plan had invested 100.2% in Equity and -0.2% in Cash & Cash Eq. See More

UTI Nifty200 Momentum 30 Index Fund - Regular Plan is 3 years 2 months old. It has delivered 30.52% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
71.99%
27.16%
--
--
--
30.52%

No, There is no lock in period in UTI Nifty200 Momentum 30 Index Fund - Regular Plan.

The expense ratio of UTI Nifty200 Momentum 30 Index Fund - Regular Plan is 0.92.

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