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UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth
NAV: 28 Apr '26
₹9.37
Min. for SIP
₹500
Fund size (AUM)
₹69.59 Cr
Expense ratio
0.60%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,027 | +0.18% | |
| 6 months | ₹30,000 | ₹29,492 | -1.69% | |
| 1 year | ₹60,000 | ₹58,780 | -2.03% |
Holdings (30)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| State Bank of India | Financial | Equity | 4.59% |
| ICICI Bank Ltd. | Financial | Equity | 4.32% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 4.20% |
| HDFC Bank Ltd. | Financial | Equity | 3.93% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 3.88% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 3.83% |
| Eicher Motors Ltd. | Automobile | Equity | 3.83% |
| Nestle India Ltd. | Consumer Staples | Equity | 3.71% |
| Reliance Industries Ltd. | Energy | Equity | 3.60% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.58% |
| Bharti Airtel Ltd. | Communication | Equity | 3.53% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 3.52% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.47% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 3.44% |
| The Federal Bank Ltd. | Financial | Equity | 3.39% |
| TVS Motor Company Ltd. | Automobile | Equity | 3.32% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 3.20% |
| Asian Paints Ltd. | Chemicals | Equity | 3.18% |
| Bajaj Finance Ltd. | Financial | Equity | 3.15% |
| Pidilite Industries Ltd. | Chemicals | Equity | 3.11% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 3.11% |
| Max Financial Services Ltd. | Financial | Equity | 3.06% |
| Marico Ltd. | Consumer Staples | Equity | 3.03% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 2.96% |
| Ultratech Cement Ltd. | Construction | Equity | 2.86% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.76% |
| Bajaj Finserv Ltd. | Financial | Equity | 2.74% |
| Grasim Industries Ltd. | Construction | Equity | 2.69% |
| Shree Cement Ltd. | Construction | Equity | 2.40% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 1.49% |
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
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -2.5% | -5.5% | -2.3% | -6.7% |
| Category average (Equity Large & MidCap) | -- | -- | +0.9% | -- |
| Rank (Equity Large & MidCap) | 53 | 57 | 51 | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | +17.25% | +27.58% | 13,995.29 | |
Bandhan Large & Mid Cap Fund Direct Growth | +11.18% | +24.82% | 14,108.57 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +6.13% | +20.82% | 27,004.55 | |
Nippon India Vision Large & Mid Cap Direct Growth | +5.34% | +20.46% | 6,299.19 | |
DSP Large & Mid Cap Fund Direct Plan Growth | +3.22% | +20.00% | 15,780.10 | |
| Compare | ||||
Fund management
SKGSharwan Kumar GoyalNov 2024 - PresentView details
SKG
Sharwan Kumar Goyal
Nov 2024 - Present
View details
AJAyush JainNov 2024 - PresentView details
AJ
Ayush Jain
Nov 2024 - Present
View details
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 ₹3,53,000 Cr and the Latest NAV as of 28 Apr 2026 is ₹9.37.
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.
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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₹3,52,999.67 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,