UTI Nifty 200 Momentum 30 Index Fund Direct Growth

Scheme code: INF789F1AUT5 NAV value: ₹ 19.5894 NAV date: 19 March, 2026 TER: 0.43%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-21.13	76.20	5.24	16.87	9.23
3 year	8.78	28.87	19.68	20.30	15.72
5 year	14.59	15.20	14.73	14.84	15.28

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	16.87
3 year	6.28	30.95	15.04	20.3
5 year	8.38	26.02	14.22	14.84
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	16.87
3 year	6.56	19.64	13.57	20.3
5 year	9.22	12.29	10.75	14.84

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	16.87
3 year	7.68	21.49	15.06	20.3
5 year	10.37	13.5	11.93	14.84

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	16.87
3 year	8.04	32.03	17.81	20.3
5 year	8.18	28.64	15.34	14.84
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,67,394 - Absolute Returns: ₹67,394 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,79,049 - Absolute Returns: ₹11,79,049 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹80,85,792 - Absolute Returns: ₹20,85,792 - CAGR: %

Max Drawdown

-31.50 %

Drawdown Duration

6 months

Avg Drawdown

-9.96 %

1 Y

0.5356

3 Y

0.6445

5 Y

0.4711

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	3.08	1.19	123.6	120.5	6.60 %	4.00 %
3 years	4.67	1.22	122.0	117.4	17.00 %	11.28 %
5 years	4.81	1.16	117.5	112.5	14.73 %	9.44 %
7 years	3.70	1.16	117.5	112.4	10.36 %	6.64 %
10 years	2.86	1.16	117.5	112.4	7.15 %	4.60 %
12 years	2.53	1.16	117.5	112.4	5.92 %	3.82 %
15 years	2.23	1.16	117.5	112.4	4.71 %	3.04 %