UTI Nifty Alpha Low-Vltlty 30 IdxGr
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation18.3%
Sharpe Ratio-0.38
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Torrent Pharmaceuticals LtdServices4.72%
NTPC LtdUtilities4.10%
Bajaj Auto LtdConsumers4.00%
Marico LtdConsumers3.97%
Apollo Hospitals Enterprise LtdServices3.91%
Hindalco Industries LtdCapital Goods3.79%
ICICI Bank LtdFinancial Services3.76%
Nestle India LtdConsumers3.71%
JSW Steel LtdCapital Goods3.61%
Grasim Industries LtdCapital Goods3.60%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.27%
Regulatory & Tax Information
INF789F1AZL1
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)