FundLens
30
Index — Factor / Smart BetaAvoid

UTI Nifty Alpha Low Volatility 30 Index

UTI · Direct–Growth · rank #47 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
0.9%
-1.8% vs index
3 Years
5 Years
Since launch
-2.8%

Year-by-year performance

last entry = YTD
2025
-0.2%
2026
-1.3%

Why this score

UTI Nifty Alpha Low Volatility 30 Index scores 30/100 — #47 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for volatility — beating 77% of peers on volatility. The main drag is its sharpe ratio (better than only 5% of peers).

Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.

Sharpe ratio-0.72 · 5th percentile in category
Sortino ratio-0.97 · 5th percentile in category
Volatility12.83 · 77th percentile in category
Alpha-5.97 · 20th percentile in category
Expense ratio0.92% · 31st percentile in category
Fund size75.77 Cr · 39th percentile in category

Top holdings

top 5 = 20.6% of portfolio
1.Torrent Pharmaceuticals Ltd4.62%
2.NTPC Ltd4.04%
3.Marico Ltd4.04%
4.Apollo Hospitals Enterprise Ltd3.94%
5.Nestle India Ltd3.92%

30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Factor / Smart Beta funds