UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Returns (NAV as on 03rd October, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	26-Sep-25	10136.50	1.36%	-	1.27%	270/728
1 Month	03-Sep-25	10013.90	0.14%	-	1.41%	554/724
3 Month	03-Jul-25	9597.10	-4.03%	-	0.45%	606/701
6 Month	03-Apr-25	10865.40	8.65%	-	9.33%	228/666
YTD	01-Jan-25	9178.10	-8.22%	-	6.48%	570/618
1 Year	03-Oct-24	8216.50	-17.83%	-17.84%	3.05%	549/562
2 Year	03-Oct-23	13059.80	30.60%	14.26%	16.09%	203/454
3 Year	03-Oct-22	16116.10	61.16%	17.23%	17.99%	147/325
Since Inception	10-Mar-21	20497.30	104.97%	17.01%	10.91%	125/756

Returns Calculator

SIP Returns (NAV as on 03rd October, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	03-Oct-24	12000	11683.73	-2.64 %	-4.84 %
2 Year	03-Oct-23	24000	23868.92	-0.55 %	-0.53 %
3 Year	03-Oct-22	36000	42192.48	17.2 %	10.57 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	0.34%	0.14%	-4.03%	8.65%	-7.98%	-17.84%	14.26%	17.23%	0.00%
Nifty 50	0.23%	0.73%	-2.01%	7.07%	5.28%	-1.41%	12.89%	13.80%	16.84%
Benchmark: Nifty200 Momentum 30 TRI	0.35%	0.21%	-3.83%	9.17%	-7.36%	-17.32%	15.04%	18.01%	20.99%
Category Average	0.35%	1.41%	0.45%	9.33%	6.48%	3.05%	16.09%	17.99%	19.81%
Category Rank	276/671	533/724	594/701	192/666	558/618	540/562	189/454	126/325	57/174
Best in Category	2.40%	18.13%	35.19%	51.82%	69.03%	60.21%	60.05%	53.78%	44.97%
Worst in Category	-0.71%	-4.40%	-12.55%	-1.84%	-21.05%	-19.59%	2.63%	6.93%	-74.13%

quartely results (NAV as on 03rd October, 2025)

Period

This Fund

Nifty 50

Nifty200 Momentum 30 TRI

Category Average

2025

-8.22%

4.85%

5.16%

Q4 - 2025	0.34%	0.23%	--	0.33%
Q3 - 2025	-6.46%	-3.64%	--	0.01%
Q2 - 2025	15.24%	10.15%	--	6.18%
Q1 - 2025	-14.43%	-2.43%	--	-0.57%

2024

20.44%

8.75%

10.92%

Q4 - 2024	-12.84%	-8.34%	--	-4.51%
Q3 - 2024	5.54%	6.91%	--	6.33%
Q2 - 2024	13.28%	7.48%	--	8.83%
Q1 - 2024	12.34%	3.31%	--	4.27%

2023

40.28%

19.48%

18.37%

Q4 - 2023	17.72%	11.33%	--	9.39%
Q3 - 2023	8.98%	1.07%	--	4.07%
Q2 - 2023	16.75%	10.29%	--	5.58%
Q1 - 2023	-6.08%	-4.60%	--	-2.02%

2022

-5.95%

3.24%

4.05%

Q4 - 2022	1.57%	7.76%	--	4.43%
Q3 - 2022	18.51%	8.52%	--	8.30%
Q2 - 2022	-19.75%	-10.70%	--	-7.42%
Q1 - 2022	-2.23%	-0.91%	--	1.35%

2021

38.02%

23.79%

17.37%

Q4 - 2021	5.16%	-1.02%	--	0.54%
Q3 - 2021	10.70%	12.36%	--	9.37%
Q2 - 2021	16.61%	5.75%	--	8.19%
Q1 -	--	4.80%	--	--

Best Quarters

Period	This Fund	Nifty 50	Nifty200 Momentum 30 TRI	Category Average
Q2 - 2021	19.18%	5.75%	--	8.19%
Q3 - 2022	18.51%	8.52%	--	8.3%
Q4 - 2023	17.72%	11.33%	--	9.39%

Worst Quarters

Period	This Fund	Nifty 50	Nifty200 Momentum 30 TRI	Category Average
Q1 - 2025	-14.43%	-2.43%	--	-0.57%
Q2 - 2022	-19.75%	-10.70%	--	-7.42%
Q2 - 2022	-15.65%	-10.70%	--	-7.42%

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krishna_ksvs
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8 days ago

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hunch
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43 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more | 1

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2 hrs ago

Invest in a Reliable PSU Bond for Steady Returns POWER FINANCE CORPORATION LIMITED – 2029 Bond ✔️ Coupon: 9.10% p.a. ✔️ Rating: AAA Stable (CRISIL, ICRA, CARE) ✔️ Tenor: 3y 5m (Maturity: 23/Mar/2029) ✔️ PSU Bond | High Return | Listed Secure your funds in a top-rated PSU and benefit from attractive, stable returns. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dlJTdg-tfi/910-power-finance-corporation-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Invest in a Reliable PSU Bond for Steady Returns POWER FINANCE CORPORATION LIMITED – 2029 Bond ✔️ Coupon: 9.10% p.a. ✔️ Rating: AAA Stable (CRISIL, ICRA, CARE) ✔️ Tenor: 3y 5m (Maturity: 23/Mar/2029) ✔️ PSU Bond | High Return | Listed Secure your funds in a top-rated PSU and benefit from attractive, stable returns. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dlJTdg-tfi/910-power-finance-corporation-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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ravisistla
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72 days ago

Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know. View more

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sunny85deol
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109 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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Progrowth Finwealth
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109 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

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