UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth

UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth

1M
6M
1Y
All
NAV: 19 Mar '26
₹9.01
Min. for SIP
₹500
Fund size
₹72.13 Cr
Expense ratio
0.78%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,303
-4.65%

Holdings (31)

NameSectorInstrumentsAssets
State Bank of IndiaFinancialEquity4.96%
ICICI Bank Ltd.FinancialEquity4.36%
SBI Life Insurance Company Ltd.InsuranceEquity4.24%
HDFC Bank Ltd.FinancialEquity4.21%
Eicher Motors Ltd.AutomobileEquity4.11%
Maruti Suzuki India Ltd.AutomobileEquity3.80%
Britannia Industries Ltd.Consumer StaplesEquity3.79%
Titan Company Ltd.Consumer DiscretionaryEquity3.70%
Nestle India Ltd.Consumer StaplesEquity3.59%
The Federal Bank Ltd.FinancialEquity3.45%
Bajaj Finance Ltd.FinancialEquity3.45%
TVS Motor Company Ltd.AutomobileEquity3.36%
Reliance Industries Ltd.EnergyEquity3.29%
Max Financial Services Ltd.FinancialEquity3.28%
Bharti Airtel Ltd.CommunicationEquity3.28%
Apollo Hospitals Enterprise Ltd.HealthcareEquity3.27%
Pidilite Industries Ltd.ChemicalsEquity3.18%
Tata Consumer Products Ltd.Consumer StaplesEquity3.17%
HDFC Life Insurance Co Ltd.InsuranceEquity3.15%
Torrent Pharmaceuticals Ltd.HealthcareEquity3.11%
Asian Paints Ltd.ChemicalsEquity3.07%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.02%
Ultratech Cement Ltd.ConstructionEquity2.97%
Bajaj Finserv Ltd.FinancialEquity2.95%
Marico Ltd.Consumer StaplesEquity2.86%
Kotak Mahindra Bank Ltd.FinancialEquity2.86%
Dr. Reddy's Laboratories Ltd.HealthcareEquity2.81%
Grasim Industries Ltd.ConstructionEquity2.59%
Shree Cement Ltd.ConstructionEquity2.40%
SBI Cards And Payment Services Ltd.FinancialEquity1.59%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.05%
See All

Minimum investments

Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-8.4%-7.2%+4.2%-9.3%
Category average (Equity Large & MidCap)----+0.9%--
Rank (Equity Large & MidCap)162144--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Fund management

About UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth

UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Sharwan Kumar Goyal is the Current Fund Manager of UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,96,376 Cr and the Latest NAV as of 19 Mar 2026 is ₹9.01. The UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. ;

Investment Objective

The scheme seeks to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.
Fund benchmarkNifty Alpha Low Volatility 30 Total Return Index

Fund house

Rank (total assets)#8 in India
Total AUM₹3,96,376.13 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mail--
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,