Which funds are similar to UTI Nifty200 Momentum 30 Index Fund Direct-Growth?
Funds similar to UTI Nifty200 Momentum 30 Index Fund Direct-Growth in the Equity: Thematic-Factor-based category include SBI Quality Fund Direct-Growth, ICICI Prudential Quality Fund Direct-Growth, and ICICI Prudential Active Momentum Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of UTI Nifty200 Momentum 30 Index Fund Direct-Growth in its category?
On a 3-year return basis UTI Nifty200 Momentum 30 Index Fund Direct-Growth is ranked 5 out of 18 funds in the Equity: Thematic-Factor-based category as of 16 Jul 2026. On a 5-year return basis it ranks 1 out of 2. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does UTI Nifty200 Momentum 30 Index Fund Direct-Growth's expense ratio compare to similar funds?
UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an expense ratio of 1.18%. The peers SBI Quality Fund Direct-Growth has an expense ratio of 1.31% and ICICI Prudential Quality Fund Direct-Growth has 1.35%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does UTI Nifty200 Momentum 30 Index Fund Direct-Growth's AUM compare to similar funds?
UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an AUM of ₹8,541.21 crore. The peers SBI Quality Fund Direct-Growth has an AUM of ₹2,399.88 crore and ICICI Prudential Quality Fund Direct-Growth has ₹2,157.25 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Factor-based?
The top performing fund in the Equity: Thematic-Factor-based category on a 3-year basis is Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-Growth with a CAGR of 19.17% as of 16 Jul 2026. UTI Nifty200 Momentum 30 Index Fund Direct-Growth has delivered 12.99% CAGR over the same period, ranking 5 out of 18 funds. You can view and compare the full category ranking on sharpely.
How does UTI Nifty200 Momentum 30 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, UTI Nifty200 Momentum 30 Index Fund Direct-Growth has a Sharpe ratio of 0.46 compared to the Equity: Thematic-Factor-based average of 0.44 as of 16 Jul 2026. It ranks 4 out of 18 funds in its category on Sharpe ratio.
