UTI NIFTY Alpha Low-Volatility 30 Index Fund - Regular Plan - Growth Option
Expense Ratio: 1.03
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Alpha Low -Volatility 30 TRI
Inception: 11-11-2024
Exit Load: Nil
Fund Size:₹77.73 Cr
Performance
1Y
Fund-0.73%
Cat. Avg.1.75%
2Y
FundN/A
Cat. Avg.2.72%
3Y
FundN/A
Cat. Avg.10.69%
5Y
FundN/A
Cat. Avg.10.71%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund-3.46%
Cat. Avg.6.89%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | EQ - STATE BANK OF INDIA | 3.20 | 4.59% |
| 2 | EQ - ICICI BANK LTD | 3.01 | 4.32% |
| 3 | EQ - SBI LIFE INSURANCE COMPANY LTD | 2.92 | 4.20% |
| 4 | EQ - HDFC BANK LIMITED | 2.74 | 3.93% |
| 5 | EQ - BRITANNIA INDUSTRIES LTD. | 2.70 | 3.88% |
| 6 | EQ - TITAN COMPANY LTD. | 2.67 | 3.83% |
| 7 | EQ - EICHER MOTORS LTD | 2.67 | 3.83% |
| 8 | EQ - NESTLE INDIA LTD. | 2.58 | 3.71% |
| 9 | EQ - RELIANCE INDUSTRIES LTD. | 2.50 | 3.60% |
| 10 | EQ - MARUTI SUZUKI INDIA LTD. | 2.49 | 3.58% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60844 | +1.4% | +2.9% |
| SI | 09 Dec, 24 | 1 L. | 1.02 L. | +1.6% | +1.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 99265 | -0.7% | -0.7% |
| SI | 03 Dec, 24 | 1 L. | 94462 | -5.5% | -3.5% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.