UTI Nifty Alpha Low-Volatility 30 Index Fund - Regular Plan - Growth Option

Fund House: UTI Mutual Fund
Category: Index Fund
Launch Date: 28-11-2024
Asset Class:
Benchmark: Nifty Alpha Low Volatility 30 TRI
TER: 1.03% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 0
Minimum Topup: 0
Total Assets: 82 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

9.5855

-6.27%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
Nifty Alpha Low Volatility 30 TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnUTI Nifty Alpha Low-Volatility 30 Index Fund -Regular Plan - Growth OptionUTI Nifty Alpha Low-Volatility 30 Index Fund - Regular Plan - Growth OptionNifty Alpha Low-Volatility 30 TRIIndex FundGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
UTI Nifty Alpha Low-Volatility 30 Index Fund - Regular Plan - Growth Option 28-11-2024 - - - - -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 22.49 - - - -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 21.54 - - - -
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth 26-04-2024 18.53 - - - -
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 15.76 26.16 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.13%

Large Cap

83.38%

Mid Cap

16.48%

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