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Home Mf Research Uti Nifty Alpha Low Volatility 30 Index Fund Regular Plan Regular Plan
UTI MUTUAL FUND

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

Others Solution Oriented Index
Fund House : UTI MUTUAL FUND
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
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-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • SI
NAV (as on 2025-06-13)
9.65 -0.44%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-06 ₹1,000.00 ₹996.78
-0.32 %
Two Week 2025-05-29 ₹1,000.00 ₹1,003.45
0.35 %
One Month 2025-05-14 ₹1,000.00 ₹1,007.62
0.76 %
Three Months 2025-03-17 ₹3,000.00 ₹3,152.71
5.09 %
Six Months 2024-12-16 ₹6,000.00 ₹6,177.37
2.96 %
Since Inception 2024-11-28 ₹7,000.00 ₹7,153.63
2.19 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
SUN PHARMACEUTICALS INDUSTRIES Pharmaceuticals & Biotechnology Equity 5.15
BHARTI AIRTEL LTD. Telecom - Services Equity 5.11
ICICI BANK LTD Banks Equity 4.52
DIVIS LABORATORIES LTD. Pharmaceuticals & Biotechnology Equity 4.34
PIDILITE INDUSTRIES LTD. Chemicals & Petrochemicals Equity 3.94
UNITED SPIRITS LTD. Beverages Equity 3.90
BRITANNIA INDUSTRIES LTD. Food Products Equity 3.73
LUPIN LTD. Pharmaceuticals & Biotechnology Equity 3.69
GRASIM INDUSTRIES LTD. Cement & Cement Products Equity 3.58
ITC LTD. Diversified FMCG Equity 3.50
APOLLO HOSPITALS ENTERPRISE LT Healthcare Services Equity 3.47
ICICI LOMBARD GENERAL INSURANC Insurance Equity 3.36
TORRENT PHARMACEUTICALS LTD. Pharmaceuticals & Biotechnology Equity 3.28
DR REDDYS LABORATORIES LTD. Pharmaceuticals & Biotechnology Equity 3.21
ULTRATECH CEMENT LTD. Cement & Cement Products Equity 3.16
HAVELLS INDIA LTD. Consumer Durables Equity 3.14
TATA CONSULTANCY SERVICES LTD. IT - Software Equity 3.12
COLGATE PALMOLIVE INDIA LTD. Personal Products Equity 3.09
HCL TECHNOLOGIES LTD. IT - Software Equity 3.06
TVS MOTOR COMPANY LTD Automobiles Equity 3.05
MRF LTD. Auto Components Equity 2.87
TECH MAHINDRA LTD. IT - Software Equity 2.82
BAJAJ AUTO LTD. Automobiles Equity 2.73
BOSCH LTD. Auto Components Equity 2.69
INFO-EDGE (INDIA) LTD. Retailing Equity 2.68
INFOSYS LTD. IT - Software Equity 2.62
CUMMINS INDIA LTD. Industrial Products Equity 2.51
STATE BANK OF INDIA Banks Equity 2.35
ZYDUS LIFESCIENCES LTD Pharmaceuticals & Biotechnology Equity 2.34
SIEMENS INDIA LTD. Electrical Equipment Equity 1.53
SIEMENS ENERGY INDIA LIMITED Electrical Equipment - 1.32
NET CURRENT ASSETS - - 0.13
SIP Calculator
Risk Ratios
Standard Deviation
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Beta
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Sharpe Ratio
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Lock In Period
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Residual Maturity
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Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : -
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹-
  • Type : others

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