UTI Nifty 200 Momentum 30 Index Fund Direct Growth

Scheme code: INF789F1AUT5 NAV value: ₹ 20.3384 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 14.57 80.57 56.62 25.43
3 year 15.87 30.87 23.59 16.19

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 56.62
3 year 7.63 16.87 13.32 23.59
5 year 12.6 19.62 15.37
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 56.62
3 year 7.94 17.89 14.14 23.59
5 year 13.28 20.23 15.93
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 56.62
3 year 9.26 19.51 15.7 23.59
5 year 14.45 21.69 17.28
7 year 11.07 15.88 13.98
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 56.62
3 year 9.84 20.48 16.73 23.59
5 year 15.2 22.82 18.38
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85

Rolling return for 1 year

Average return: 56.62%
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.4 14.57 21.4 14.57 3.41 17.98 01-2024 01-2025
29.55 30.21 39.24 21.15 6.4 30.04 12-2023 12-2024
47.66 41.55 59.44 31.09 10.26 44.93 11-2023 11-2024
57.19 62.68 73.1 47.73 9.18 60.18 10-2023 10-2024
61.27 65.1 72.15 54.66 6.33 63.3 09-2023 09-2024
59.1 67.31 72.4 54.4 7 63.3 08-2023 08-2024
64.89 67.32 75.77 56.96 6.71 66.23 07-2023 07-2024
58.8 71.34 79.21 51.83 10.65 65.29 06-2023 06-2024
65.28 71.52 80.57 56.99 8.63 68.59 05-2023 05-2024
69.07 69.6 79.12 60.09 6.73 69.47 04-2023 04-2024
65.53 67.39 78.34 55.37 8.15 66.66 03-2023 03-2024
61.92 64.79 71.37 55.7 5.63 63.45 02-2023 02-2024

Rolling return for 3 year

Average return: 23.59%
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.66 16.18 20.66 16.18 2.24 18.42 01-2022 01-2025
19.45 19.71 22.35 16.87 1.94 19.6 12-2021 12-2024
18.73 18.88 21.81 15.87 2.1 18.82 11-2021 11-2024
21.1 20.15 25.06 16.35 3.1 20.66 10-2021 10-2024
23.86 24.6 26.59 21.92 1.67 24.24 09-2021 09-2024
23.98 25.07 27.34 21.77 2.01 24.54 08-2021 08-2024
25.9 26.28 28.61 23.62 1.77 26.1 07-2021 07-2024
24.03 27.13 29.13 22.11 2.71 25.6 06-2021 06-2024
25.72 27.51 29.48 23.81 2.1 26.63 05-2021 05-2024
27.07 26.2 29.54 23.8 2.05 26.65 04-2021 04-2024
27.66 28.86 30.87 25.7 1.88 28.27 03-2021 03-2024