UTI NIFTY Alpha Low-Volatility 30 Index Fund - Direct Plan - Growth Option
Expense Ratio: 0.69
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Alpha Low -Volatility 30 TRI
Inception: 11-11-2024
Exit Load: Nil
Fund Size:₹77.73 Cr
Performance
1Y
Fund-0.35%
Cat. Avg.2.26%
2Y
FundN/A
Cat. Avg.3.16%
3Y
FundN/A
Cat. Avg.11.16%
5Y
FundN/A
Cat. Avg.11.31%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund-2.99%
Cat. Avg.7.39%
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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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% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60955 | +1.6% | +3.3% |
| SI | 09 Dec, 24 | 1 L. | 1.02 L. | +1.9% | +2.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 99648 | -0.4% | -0.4% |
| SI | 03 Dec, 24 | 1 L. | 95207 | -4.8% | -3.0% |
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.