Peer comparison — Momentum / Factor funds (trailing returns)

Fund (plan)	6M	1Y	2Y (CAGR)	Since inception
UTI Nifty200 Momentum 30 Index Fund (Direct)	+7.15%	–18.20%	+16.47%	n/a
ICICI Prudential Nifty 200 Momentum 30 Index Fund (Regular)	+?	–16.01%	+15.88%	n/a
Motilal Oswal Nifty 200 Momentum 30 Index Fund (Direct)	+6.97%	–18.53%	+16.17%	n/a
Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Regular)	+7.24%	–12.47%	+19.86%	n/a
Nippon India Nifty 500 Momentum 50 Index Fund (Regular)

Notes & takeaways (neutral):

The Nifty200 Momentum 30 trackers (UTI/ICICI/Motilal) show weak 1-year prints (–15% to –19%) but healthy 2-year CAGRs (~16%), underlining the cyclicality of momentum—pain in choppy/mean-reversion phases, catch-up over multi-year windows.
Midcap-focused momentum (Edelweiss Midcap150 Momentum 50) has been more resilient over 1-year (–12.5%) and strongest on 2-year CAGR (~19.9%), but it typically carries higher volatility than broad momentum baskets.
Nifty500 Momentum 50 (Nippon) is newer; 1-year isn’t complete yet. So far it shows a positive 6-month and a negative since-launch print, highlighting the need to judge it over a longer cycle.

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