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UTI Nifty Alpha Low-Volatility 30 Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
28 Nov 2024
1.7 years ago
Lock-in Period
No lock-in
NAV
as of 21 Aug 2026
₹9.937
-0.1728% (0.00)
AUM
₹74 Cr
Expense ratio
0.92%
Benchmark
Nifty Alpha Low-Volatility 30
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
What's in this fund?
Sectors
Holdings
Basic Materials
Healthcare
Financial Services
Consumer Cyclical
Consumer Defensive
Fund House
UTI
Inc: 01 Oct 1971 • Total AUM: ₹2,24,992 Cr • Rank #8UTI Mutual Fund, started in 2003, has State Bank of India, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank as its sponsors. The fund house is headed by Imtaiyazur Rahman as the CEO. As of 31 March 2024, it has an AUM of ₹3,01,551 Cr. UTI MF has more than 1.2 crore Investor folios.
Fund Managers
Sharwan Kumar Goyal
Experience: 8.05 yrs • Total AUM: 5,13,669 Cr
Ayush Jain
Experience: 4.31 yrs • Total AUM: 4,01,290 Cr
Lokesh Kulthia
Experience: yrs • Total AUM: 3,94,334 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
19.49%
Expense ratio
0.44%
Tracking error
Fund size
Edelweiss Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
19.47%
Expense ratio
0.23%
Tracking error
Fund size
SBI Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
19.45%
Expense ratio
0.38%
Tracking error
Fund size
DSP Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
19.41%
Expense ratio
0.36%
Tracking error
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ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth3Y CAGR
19.25%
Expense ratio
0.26%
Tracking error
Fund size
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.