UTI Nifty 200 Momentum 30 Index Fund
Direct · Growth ₹21.45
21 Apr 2026
NAV
20.2%
3Y CAGR
14.3%
5Y CAGR
16.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
9.33
Sharpe
-31.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.49 L | 16.4% | -40.0% | 89.5% |
| 3 Years | ₹36.00 L | ₹45.76 L | 21.7% | -3.0% | 41.7% |
| 5 Years | ₹60.00 L | ₹77.81 L | 10.5% | 6.3% | 13.7% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 16.4% | 1.0% | +15.4% |
| 3 Years | 21.7% | 11.4% | +10.3% |
| 5 Years | 10.5% | 11.3% | -0.7% |