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UTI Mutual Fund · Index Fund
UTI Nifty Alpha Low-Volatility 30 Index Fund - Regular Plan - Growth Option
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. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Benchmark · Nifty Alpha Low Volatility 30 TRITER · 1.02%Inception · 28-11-2024
NAV
₹9.28
-1.45% · as of 29-05-2026
Since inception
-6.32%
CAGR
Benchmark (inception)
-0.14%
CAGR
Fund size
₹75 Cr
AUM
Expense ratio
1.02%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +-6.32% CAGR vs benchmark +-0.14%.
Portfolio
Where the money is invested
Top holdings
STATE BANK OF INDIA EQ NEW RE. 1/-4.59%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.32%
SBI LIFE INSURANCE COMPANY LIMITED EQ4.20%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.93%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 13.88%
TITAN COMPANY LIMITED EQ NEW Re.1/-3.83%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-3.83%
Nestle India Ltd3.71%
RELIANCE INDUSTRIES LIMITED EQ3.60%
MARUTI SUZUKI INDIA LIMITED EQ3.58%
Sector allocation
Financial Services36.59%
Fast Moving Consumer Goods13.82%
Healthcare13.54%
Automobile and Auto Components10.73%
Construction Materials7.95%
Consumer Durables7.01%
Oil, Gas & Consumable Fuels3.60%
Telecommunication3.53%
Chemicals3.11%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -6.3% p.a.₹10,000
10 years
Projected value
₹8,86,495
Invested: ₹12,00,000
Gained: -₹3,13,505
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Sharwan Kumar Goyal & Mr. Ayush Jain, Mr. Sharwan Kumar Goyal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153087
ISIN (Growth)
INF789F1AZL1
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Index Fund funds
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₹24.64
1Y
+57.4%
3Y
+34.1%
5Y
+0.0%
Motilal Oswal S&P 500 Index Reg Gr
₹32.06
1Y
+42.0%
3Y
+27.1%
5Y
+18.5%
Motilal Oswal Nifty Capital Market Index Fund Reg Gr
₹12.88
1Y
+31.1%
3Y
+0.0%
5Y
+0.0%
Tata Nifty Capital Markets Index Fund Reg Gr
₹14.74
1Y
+30.6%
3Y
+0.0%
5Y
+0.0%
Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr
₹14.28
1Y
+24.9%
3Y
+0.0%
5Y
+0.0%
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