UTI Nifty Alpha Low-Volatility 30 Index Fund

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Fund Overview Image

Fund Name

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, STP, Flexi STP

Benchmark Risk image and icon

VeryHigh_Benchmark

Inception Date

28/11/2024

Riskometer of Benchmark

Very High

Scheme Risk Category for image & icon

VeryHigh

Type Ended

OPEN

scheme Fund Category

Index Fund

Scheme Riskometer

Very High

Fund Manager

Type (Primary/Comanage/Description)

Fund Manager

Name

Sharwan Kumar Goyal

From Date

Wed, 11/06/2024 - 12:00

Type (Primary/Comanage/Description)

Assistant Fund Manager

Name

Ayush Jain

From Date

Mon, 07/14/2025 - 12:00

Potential Risk Class

Maturity Date

1900-01-01T00:00:00

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

Fund Type

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

Features

Smart Beta Index Fund which provides exposure to two factors – ‘Alpha’ and ‘Low Volatility’ in a single fund
Exposure to companies with better growth potential and Stability
Portfolio of 30 stocks, diversified among aggressive and defensive sectors
Provides Alpha generation opportunity by virtue of multifactor smart beta strategy

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

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

Who should Invest?

Investors with a High-risk appetite
Interested to take exposure in Smart Beta strategies
Seeking long term capital growth
Seeking investments in equity and equity related securities and portfolio replicating the composition of the Nifty Alpha Low-Volatility 30 Index, subject to tracking errors

Scheme Code

Scheme plan details

DofaPlanCode

Plan