UTI Nifty Alpha Low-Volatility 30 Index Fund

Fund Overview Image
Image
default_img
Fund Name
UTI Nifty Alpha Low-Volatility 30 Index Fund
Fund Short Description

An open-ended scheme replicating/tracking Nifty Alpha Low-Volatility 30 TRI

Fund Long Description

An open-ended scheme replicating/tracking Nifty Alpha Low-Volatility 30 TRI. The Investment objective of the Scheme is to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.

However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

BM Index
Nifty Alpha Low-Volatility 30 TRI
Exit Load

NIL

Special Facilities

SIP, SWP, STRIP, Flexi STRIP

Benchmark Risk image and icon
Inception Date
28/11/2024
Riskometer of Benchmark
Very High
Scheme Risk Category for image & icon
Type Ended
OPEN
scheme Fund Category
Index Fund
Scheme Riskometer
Very High
Fund Manager
Type (Primary/Comanage/Description)
Fund Manager
From Date
Potential Risk Class

NA

Investment Objective

The Investment objective of the Scheme is to provide returns that, before
expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.

However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

DOFA SchCode
781
Features
  • Long term wealth creation
  • Focused and disciplined
Product Labeling

The product is suitable for investors who are seeking*:

  • Returns that are commensurate with the performance of the Nifty Alpha Low-Volatility 30 Index over long term, subject to tracking error.
  • Investment in securities covered by the Nifty Alpha Low-Volatility 30 Index

Product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
#Based on the Index Composition as on October 31, 2024.

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them

Who should Invest?

Returns that are commensurate with the performance of the Nifty Alpha Low-Volatility 30 Index over long term, subject to tracking error.

Scheme Code
NA
Scheme plan details
DofaPlanCode
GR
Plan
GP
Category
EQUITY
OptionName
G
OptionDescription
Growth
PlanMode
REGULAR
PlanDescription
Regular Growth Plan
Nav since inception Data
Face Value
10
Show in SIP Calculator
Off
Investment Purpose
Scheme faq
Question
Why should one invest in this fund?
Answer
  • Provides exposure to two factors in a single fund.
  • Exposure to companies with better growth potential and stability. 
  • Provides alpha generation opportunity with reduced volatility.
  • Build style diversification in your portfolio.
NFO
On
Min. Lumpsum
1000
Min. SIP
500
Start date
END Date
Features Details
More About the NFO
Tags
spotlight banner
Off
Segregated
Off
MFD Choice
On
Curated Fund
On
Fund of Month
Off
Plan info for investor
Category
EQUITY
DofaPlanCode
DGR
MinimumInvestmentAmount
0.00
OptionDescription
Growth
OptionName
G
Plan
G1
PlanDescription
Direct Growth Plan
PlanMode
DIRECT
since inception data
isSmallcaseInvest
Off
Show in Contingency Calculator
Off
Campaign Content
Campaign Content Details
Campaign Banner
Enable Campaign page
Off
Hide from Our Fund
Off
User Roles
administrator
Non Investment Fund
Off