UTI Nifty Alpha Low-Volatility 30 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹73.31 Cr
Expense Ratio
1.02%
Exit Load
0.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
28 Nov 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.78% | -- |
| 3 Months | -1.5% | -- |
| 6 Months | -6.43% | -- |
| 1 Year | -6.11% | -6.11% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -8.34% | -5.52% |
Holdings as on 12 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| State Bank of India | 3.49 | 4.67 |
| Nestle India | 3.21 | 4.29 |
| ICICI Bank | 3.16 | 4.23 |
| SBI Life Insurance Company Ltd | 2.99 | 4.01 |
| Titan Company | 2.96 | 3.97 |
| HDFC Bank | 2.89 | 3.87 |
| Eicher Motors | 2.88 | 3.86 |
| Britannia Industries | 2.86 | 3.82 |
| Maruti Suzuki India | 2.70 | 3.61 |
| Reliance Industries | 2.67 | 3.57 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
Results are calculated on CAGR basis
About Fund
The Investment objective of the Scheme is to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.
The UTI Nifty Alpha Low-Volatility 30 Index Fund Regular Growth has an AUM of 73.31 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.02%. The minimum investment in UTI Nifty Alpha Low-Volatility 30 Index Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & respectively.
The fund has a present cash holding of %. The top holdings of the fund include State Bank of India, Nestle India, ICICI Bank, SBI Life Insurance Company Ltd.
The major sectors where the fund is invested are Regional Banks, Food Processing, Biotechnology & Drugs, Insurance (Life).
Some of the similar funds are Kotak Nifty Midcap 50 Index Fund Regular Growth, Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Regular Growth, UTI Nifty Alpha Low-Volatility 30 Index Fund Regular Growth, UTI Nifty Midcap 150 Index Fund Regular Growth, Tata Nifty Financial Services Index Fund Regular Growth. UTI Nifty Alpha Low-Volatility 30 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating UTI Nifty Alpha Low-Volatility 30 Index Fund Regular Growth has a Medium risk & return.
UTI Nifty Alpha Low-Volatility 30 Index Fund Regular Growth is managed by Sharwan Kumar Goyal,Ayush Jain.
The expense ratio of UTI Nifty Alpha Low-Volatility 30 Index Fund Regular Growth is 1.02%.
The 5 year annualized return on UTI Nifty Alpha Low-Volatility 30 Index Fund Regular Growth is 0.00% & it has generated -6.11% in the last 1 year.
The minimum investment in UTI Nifty Alpha Low-Volatility 30 Index Fund Regular Growth is 1000 Rs.
UTI Nifty Alpha Low-Volatility 30 Index Fund Regular Growth has an AUM of 73.31 crores.
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