Equity
Direct
Index Funds
NAV as on 10-12-2024
₹ 10.23
1D
Inception Returns
2.3%
/yr
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth is an equity fund. This fund was started on 28 November, 2024. The fund is managed by Sharwan Kumar Goyal. The fund could potentially beat inflation in the long-run.
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth has given a CAGR return of 2.31% since inception.
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth has allocated its funds majorly in . Its top holdings are
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
The Investment objective of the Scheme is to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth has no lock in period.
Expense ratio | -- |
Benchmark | Nifty Alpha Low-Volatility 30 TR INR |
AUM | ₹0 Cr |
Inception Date | 28 November, 2024 |
Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 0% |
Lock In | No Lock-in |
TurnOver | 0% |
STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | Very High Risk |
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth | - | - | - |