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UTI Nifty 200 Quality 30 Index Fund - Regular Plan - Growth Option is an index scheme managed by UTI Mutual Fund. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 1.02% on assets of ₹575Cr. The fund is currently managed by Mr. Ayush Jain, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 97% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BHARAT ELECTRONICS LIMITED | Industrials | 5.58% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 5.15% |
| COAL INDIA LTD | Energy | 4.91% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 4.52% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 4.20% |
| COLGATE-PALMOLIVE (INDIA) LIMITED | Consumer Defensive | 4.18% |
| ITC LIMITED | Consumer Defensive | 4.15% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 4.02% |
| INFOSYS LIMITED | Technology | 3.80% |
| CUMMINS INDIA LIMITED | Industrials | 3.77% |
| HCL TECHNOLOGIES LIMITED | Technology | 3.75% |
| ASIAN PAINTS LIMITED | Basic Materials | 3.52% |
| Hindustan Aeronautics Ltd | Industrials | 3.50% |
| HDFC ASSET MANAGEMENT COMPANY LTD | Financial Services | 3.42% |
| DIXON TECHNOLOGIES (INDIA) LIMITED | Technology | 3.41% |
| MARICO LIMITED | Consumer Defensive | 3.21% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 3.11% |
| HINDUSTAN ZINC LIMITED | Basic Materials | 2.94% |
| PAGE INDUSTRIES LIMITED | Consumer Cyclical | 2.66% |
| POLYCAB INDIA LIMITED | Industrials | 2.64% |
| PIDILITE INDUSTRIES LIMITED | Basic Materials | 2.46% |
| Persistent Systems Ltd | Technology | 2.42% |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED | Technology | 2.33% |
| Mazagon Dock Shipbuilders Limited | Industrials | 2.06% |
| HAVELLS INDIA LIMITED | Industrials | 1.87% |
| Sector | Holdings | Weight |
|---|---|---|
| Fast Moving Consumer Goods | — | 27.31% |
| Information Technology | — | 20.80% |
| Capital Goods | — | 17.55% |
| Consumer Durables | — | 8.80% |
| Automobile and Auto Components | — | 7.31% |
| Oil, Gas & Consumable Fuels | — | 4.91% |
| Financial Services | 1 | 3.42% |
| Metals & Mining | — | 2.94% |
| Textiles | — | 2.66% |
| Chemicals | — | 2.46% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 44.3% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.