What is the current price / NAV of UTI Nifty Alpha Low-Volatility 30 Index Fund?
The current NAV of UTI Nifty Alpha Low-Volatility 30 Index Fund is ₹9.94, as of 5th December 2025.What are the returns of UTI Nifty Alpha Low-Volatility 30 Index Fund?
The UTI Nifty Alpha Low-Volatility 30 Index Fund was launched on 28th November 2024. This mutual fund's past returns are as follows:- 1 Year Returns: -3.24%
What are the top 5 sectoral holdings of UTI Nifty Alpha Low-Volatility 30 Index Fund?
The top sectors UTI Nifty Alpha Low-Volatility 30 Index Fund has invested in are as follows:- Pharmaceuticals | 17.40%
- Private Banks | 12.16%
- IT Services & Consulting | 11.25%
- Insurance | 10.93%
- Diversified Chemicals | 6.33%
What are the top 5 holdings of UTI Nifty Alpha Low-Volatility 30 Index Fund?
The top 5 holdings for UTI Nifty Alpha Low-Volatility 30 Index Fund are as follows:- HDFC Bank Ltd | 4.39%
- Sun Pharmaceutical Industries Ltd | 4.36%
- ICICI Bank Ltd | 4.24%
- Apollo Hospitals Enterprise Ltd | 4.18%
- Bharti Airtel Ltd | 4.17%
What is the asset allocation of UTI Nifty Alpha Low-Volatility 30 Index Fund?
The asset allocation for UTI Nifty Alpha Low-Volatility 30 Index Fund is as follows:- Equity | 99.96%
- Pref Shares | 0.04%
- Cash & Equivalents | 0.00%
What is the AUM of UTI Nifty Alpha Low-Volatility 30 Index Fund?
The AUM (i.e. assets under management) of UTI Nifty Alpha Low-Volatility 30 Index Fund is ₹81.24 Cr as of 5th December 2025.What is the expense ratio of UTI Nifty Alpha Low-Volatility 30 Index Fund?
The expense ratio of UTI Nifty Alpha Low-Volatility 30 Index Fund Plan is 0.69 as of 5th December 2025.What is the alpha ratio of UTI Nifty Alpha Low-Volatility 30 Index Fund?
The alpha ratio for the UTI Nifty Alpha Low-Volatility 30 Index Fund is 12.31
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of UTI Nifty Alpha Low-Volatility 30 Index Fund?
The volatility or standard deviation for the UTI Nifty Alpha Low-Volatility 30 Index Fund is 11.83
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of UTI Nifty Alpha Low-Volatility 30 Index Fund?
The Sharpe ratio for the UTI Nifty Alpha Low-Volatility 30 Index Fund is -0.60
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of UTI Nifty Alpha Low-Volatility 30 Index Fund?
The Sortino Ratio for the UTI Nifty Alpha Low-Volatility 30 Index Fund is -0.06
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
What is the Price to Earnings (PE) ratio of UTI Nifty Alpha Low-Volatility 30 Index Fund?
The PE ratio of UTI Nifty Alpha Low-Volatility 30 Index Fund is 33.78, while category PE ratio is 27.72.
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Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
HighStay alerted, risk is higher vs others
Cost
AvgMarket standard costs, nothing exciting
Composition
LowComposition not as great as others
Red flags
LowWe got you covered, no major red flags identified
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UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth
Growth
9.940.53% (+0.05)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
HighStay alerted, risk is higher vs others
Cost
AvgMarket standard costs, nothing exciting
Composition
LowComposition not as great as others
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
UTI Nifty Alpha Low-Volatility 30 Index Fund Performance & Key Metrics
UTI Nifty Alpha Low-Volatility 30 Index Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.69 | 33.78 | -0.60 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.58 | 27.72 | 0.06 |
UTI Nifty Alpha Low-Volatility 30 Index Fund Scheme InfoUTI Nifty Alpha Low-Volatility 30 Index Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| NIFTY Alpha Low-Volatility 30 - TRI |
About Index Fund
About Index Fund
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
UTI Nifty Alpha Low-Volatility 30 Index Fund Peers
UTI Nifty Alpha Low-Volatility 30 Index Fund Peers & Comparison
Comparing 3 mutual funds from
EquityIndex Fund
EquityIndex Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Nifty Alpha Low-Volatility 30 Index Fund | -3.24% | — | -2.79% |
| HDFC Nifty 50 Index Fund | 7.04% | 12.88% | 13.23% |
| ICICI Pru Nifty 50 Index Fund | 7.03% | 12.87% | 13.18% |
| SBI Nifty Index Fund | 7.01% | 12.89% | 12.85% |
UTI Nifty Alpha Low-Volatility 30 Index Fund Returns Comparison
Compare UTI Nifty Alpha Low-Volatility 30 Index Fund with any MF, ETF, stock or indexCompare UTI Nifty Alpha Low-Volatility 30 Index Fund with any MF, ETF, stock or index
UTI Nifty Alpha Low-Volatility 30 Index Fund
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UTI Nifty Alpha Low-Volatility 30 Index Fund Asset Allocation
UTI Nifty Alpha Low-Volatility 30 Index Fund Asset Allocation
Actual
Target
Mar 2025
Jun 2025
Sep 2025
Nov 2025
Mar 2025
Jun 2025
Sep 2025
Nov 2025
UTI Nifty Alpha Low-Volatility 30 Index Fund Sector Distribution
UTI Nifty Alpha Low-Volatility 30 Index Fund Sector Distribution
Mar 2025
Jun 2025
Sep 2025
Nov 2025
UTI Nifty Alpha Low-Volatility 30 Index Fund Sector Weightage
UTI Nifty Alpha Low-Volatility 30 Index Fund Sector Weightage
Pharmaceuticals
Pharmaceuticals as a % of total holdings for last six quarters
UTI Nifty Alpha Low-Volatility 30 Index Fund Current Holdings
UTI Nifty Alpha Low-Volatility 30 Index Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
4.39 %
0.10 %Holdings
4.36 %
0.44 %Holdings
4.24 %
-0.17 %
AMC Profile of UTI Nifty Alpha Low-Volatility 30 Index Fund
AMC Profile of UTI Nifty Alpha Low-Volatility 30 Index Fund
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
71
Total AUM
₹ 2,64,370.41 Cr.
UTI Nifty Alpha Low-Volatility 30 Index Fund Manager Details
UTI Nifty Alpha Low-Volatility 30 Index Fund Manager Details
UTI Nifty Alpha Low-Volatility 30 Index Fund Manager Profile
UTI Nifty Alpha Low-Volatility 30 Index Fund Manager Profile
Sharwan Kumar Goyal
AUM: ₹64,318.56 Cr.
|
Exp: 10yrs
Ayush Jain
AUM: ₹45,184.16 Cr.
|
Exp: 4yrs
UTI Nifty Alpha Low-Volatility 30 Index Fund Manager Performance (0)
UTI Nifty Alpha Low-Volatility 30 Index Fund Manager Performance (0)
Equity: Index Fund
UTI Nifty Alpha Low-Volatility 30 Index Fund Tax Implications
UTI Nifty Alpha Low-Volatility 30 Index Fund Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
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UTI Nifty Alpha Low-Volatility 30 Index Fund Review & Opinions
UTI Nifty Alpha Low-Volatility 30 Index Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%