UTI NIFTY Alpha Low-Volatility 30 Index Fund - Regular Plan - Growth Option

Q: How to check the XIRR of UTI Nifty Alpha Low-Volatility 30 Index Fund - Regular Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of UTI Nifty Alpha Low-Volatility 30 Index Fund - Regular Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for UTI Nifty Alpha Low-Volatility 30 Index Fund - Regular Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare UTI Nifty Alpha Low-Volatility 30 Index Fund - Regular Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

UTI Mutual Fund

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

Fund1.23%

Cat. Avg.2.61%

FundN/A

Cat. Avg.3.39%

FundN/A

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund-2.80%

Cat. Avg.7.02%

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

Asset Class

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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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	EQ - TORRENT PHARMACEUTICALS LTD.	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	3.20	4.36%
2	EQ - NTPC LTD.	Equity	Listed	Large Cap	Power	3.19	4.35%
3	EQ - MARICO LTD	Equity	Listed	Mid Cap	Agricultural Food & other Products	2.98	4.06%
4	EQ - APOLLO HOSPITALS ENTERPRISE LT	Equity	Listed	Large Cap	Healthcare Services	2.94	4.00%
5	EQ - CUMMINS INDIA LTD.	Equity	Listed	Large Cap	Industrial Products	2.92	3.97%
6	EQ - NESTLE INDIA LTD.	Equity	Listed	Large Cap	Food Products	2.81	3.82%
7	EQ - ICICI BANK LTD	Equity	Listed	Large Cap	Banks	2.76	3.76%
8	EQ - HINDALCO INDUSTRIES LTD.	Equity	Listed	Large Cap	Non - Ferrous Metals	2.72	3.70%
9	EQ - LUPIN LTD.	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	2.72	3.69%
10	EQ - SUN PHARMACEUTICALS INDUSTRIES	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	2.60	3.54%

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NAV / Fund Size

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1.66%

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Fund Details

Nippon India Large Cap Fund- Growth Plan Bonus Option

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ICICI Prudential Smallcap Fund - Growth

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Fund Details

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UTI Retirement Fund - Regular Plan

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NAV / Fund Size

₹50.76₹4,786.06 Cr

Incep: 26-12-1994

Retirement FundHigh RiskSolution Oriented

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9.08%

9.55%

4.70%

Fund Details

UTI Retirement Fund - Regular Plan

NAV / Fund Size₹50.76₹4,786.06 Cr

Retirement FundHigh RiskSolution Oriented

1.32%

3.98%

9.08%

9.55%

4.70%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61503	+2.5%	+5.2%
SI	09 Dec, 24	1 L.	1.03 L.	+2.7%	+3.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.01 L.	+0.8%	N/A
SI	03 Dec, 24	1 L.	95485	-4.5%	-2.8%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.