UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
UTI Mutual Fund Other Index Funds
Expense Ratio
0.45%
AUM
₹6208.85 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-39.18%
Poor
6 Months
-1.27%
Poor
1 Year
-0.17%
Poor
3 Years
+17.10%
Good
5 Years
+15.99%
Good
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 18 quarters
AUM Metrics
Key indicators
Current AUM
₹6208.85 Cr
Recent Trend
Growing
Stability Score
37.0
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+9.35%
3Y
3Y CAGR
+386.84%
5Y
5Y CAGR
N/A
Growth Assessment: Stable
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
19.00%
Annualized standard deviation
Sharpe Ratio
0.571
Fair - Risk-adjusted return
Max Drawdown
-31.50%
High - Worst decline
Consistency
66.7%
Performance consistency
Volatility Breakdown
Daily Volatility
1.20%
Average daily price movement
Annualized Volatility
19.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance