UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth

UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth

Equity
Large & MidCap
Very High Risk
1M
6M
1Y
All
NAV: 14 Jan '26
₹9.79
Min. SIP amount
₹500
Fund size
₹76.57 Cr
Expense ratio
0.78%

Return calculator

One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns

Holdings (31)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity4.71%
Maruti Suzuki India Ltd.AutomobileEquity4.28%
ICICI Bank Ltd.FinancialEquity4.25%
SBI Life Insurance Company Ltd.InsuranceEquity4.25%
State Bank of IndiaFinancialEquity4.07%
Britannia Industries Ltd.Consumer StaplesEquity3.81%
Eicher Motors Ltd.AutomobileEquity3.76%
Reliance Industries Ltd.EnergyEquity3.71%
Bharti Airtel Ltd.CommunicationEquity3.68%
Nestle India Ltd.Consumer StaplesEquity3.59%
Asian Paints Ltd.ChemicalsEquity3.59%
Titan Company Ltd.Consumer DiscretionaryEquity3.47%
Bajaj Finance Ltd.FinancialEquity3.42%
Tata Consumer Products Ltd.Consumer StaplesEquity3.32%
HDFC Life Insurance Co Ltd.InsuranceEquity3.31%
TVS Motor Company Ltd.AutomobileEquity3.24%
Pidilite Industries Ltd.ChemicalsEquity3.17%
The Federal Bank Ltd.FinancialEquity3.08%
Kotak Mahindra Bank Ltd.FinancialEquity3.04%
Max Financial Services Ltd.FinancialEquity3.04%
Bajaj Finserv Ltd.FinancialEquity3.03%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.00%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.95%
Dr. Reddy's Laboratories Ltd.HealthcareEquity2.78%
Torrent Pharmaceuticals Ltd.HealthcareEquity2.77%
Ultratech Cement Ltd.ConstructionEquity2.77%
Marico Ltd.Consumer StaplesEquity2.73%
Grasim Industries Ltd.ConstructionEquity2.63%
Shree Cement Ltd.ConstructionEquity2.45%
SBI Cards And Payment Services Ltd.FinancialEquity1.78%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.04%
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+1.5%-0.4%+0.9%-1.7%
Category average (Equity Large & MidCap)----+0.9%--
Rank (Equity Large & MidCap)333739--

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%.
Check past data

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 ₹3,94,217 Cr and the Latest NAV as of 14 Jan 2026 is ₹9.79. 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₹3,94,217.41 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mailNA
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
CustodianNA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,