UTI Nifty 200 Momentum 30 Index Fund Direct Growth

Scheme code: INF789F1AUT5 NAV value: ₹ 20.8923 NAV date: 26 August, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-19.4173.1011.7612.82
3 year8.3630.8721.1418.2

Rolling return for 1 year

- Average return: 11.76% - Median return: -2.23% - Average standard deviation: 6.38

Rolling return for 3 year

- Average return: 21.14% - Median return: 21.87% - Average standard deviation: 2.34

SIP rolling returns

Summary

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 (%)
1 year12,00,00011,83,542-16,458-1.37
3 year36,00,00051,86,61615,86,61612.95

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹11,83,542 - Absolute Returns: ₹-16,458 - CAGR: -1.37%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,86,616 - Absolute Returns: ₹15,86,616 - CAGR: 12.95%