UTI Mutual FundIndex Funds - Equity FundsRegularGrowth

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth

Scheme code #148704 · Open Ended Schemes

₹20.7542

Latest NAV

04-09-2026

-0.06%

Day change

₹21.8206

52-week high

₹18.2744

52-week low

NAV history

Returns

1 month	-0.78%
3 months	2.31%
6 months	2.07%
1 year (absolute)	1.73%
3 years (absolute)	36.78%
5 years (absolute)	56.57%
1Y CAGR	1.73%
3Y CAGR	11.00%
5Y CAGR	9.38%
Since inception CAGR	14.36%

Risk metrics

Volatility (1Y, annualized σ)	18.04%
Volatility (3Y, annualized σ)	19.71%
Max drawdown (1Y)	-16.25%
Max drawdown (3Y)	-31.68%
Max drawdown (all time)	-31.68%
Sharpe ratio (1Y, rf=6%)	-0.23
Sharpe ratio (3Y, rf=6%)	0.24

Scheme metadata

Fund house	UTI Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Index Funds - Equity Funds
Plan	Regular
Option	Growth
ISIN (Growth)	INF789F1AUS7
ISIN (Div reinvest)	—
AMC code	U
Scheme code	148704
Earliest NAV date	12-03-2021
Total NAV observations	1,351
History last refreshed	2026-09-06 10:55:43 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.