UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth
Get the latest NAV of UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.71
1D
NAV as on 16 May 2025
/per year
Since Inception
▲▼
37 people have invested ₹ 9.2L in UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth in the last three months
Peer comparison
UTI Nifty Alpha Low Volatility 30 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
UTI Nifty Alpha Low Volatility 30 Index Fund Asset Allocation
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 99.9%
Debt & Cash 0.1%
UTI Nifty Alpha Low Volatility 30 Index Fund Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 99.9%
Debt & Cash 0.1%
UTI Nifty Alpha Low Volatility 30 Index Fund Holdings Details
as on (30-Apr-25)
Equity
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.38% |
Benchmark | Nifty Alpha Low-Volatility 30 TR INR |
| AUM | ₹82 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 |
About UTI Nifty Alpha Low Volatility 30 Index Fund
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.
Key Parameters
- UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth has ₹82 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
- The fund has an expense ratio 0.4.
Returns
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth has given a CAGR return of -2.87% since inception.
Holdings
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Health, Consumer Defensive, Tech, Consumer Cyclical, Basic Materials, Financial Services, Communication, Industrial. Its top holdings are Sun Pharmaceuticals Industries Ltd, Bharti Airtel Ltd, ICICI Bank Ltd, Divi's Laboratories Ltd, Pidilite Industries Ltd
Taxation
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 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth
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 and lockin period
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.
Fund Manager
Sharwan Kumar Goyal
Fund Manager of UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth, since 28 November 2024
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▲ 31.42
5Y CAGR
▲ 23.77
Frequently Asked Questions for UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth
What is the current NAV of UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth?
What are the average returns of UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth?
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 5.77% | 5.77% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
How do I invest in UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth?
What is net assets under management (AUM) of UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth?
What are the top 5 holdings of UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth?
What are the top 3 sectors that this UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth has invested in?
What is the alpha of UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth | - | - | - |
What is the beta of 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 | - | - | - |
What is the sharpe ratio of 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 | - | - | - |
What is the standard deviation of 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 | - | - | - |