{"id":247645,"date":"2026-09-16T08:05:06","date_gmt":"2026-09-16T02:35:06","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-16T08:05:06","modified_gmt":"2026-09-16T02:35:06","slug":"uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/","title":{"rendered":"UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/uti-nifty-alpha-low-volatility-30-index-fund-g-direct-plan\">UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Plan<\/a> has a NAV of \u20b99.5915 as of 11 September 2026 and a scheme AUM of \u20b969 Cr. Its 1-year, 3-year and 5-year returns are -1.63%, 0% and 0%, and it sits in the High Risk category. Our view is that this is a narrow-fit fund for investors who can tolerate uneven near-term outcomes and are comfortable with an index-style process that has not yet built a long return history.<\/p>\n<p>The current numbers show a mixed profile: recent performance is weak, but the portfolio is built around 30 holdings and the top names are mostly established businesses. That combination can suit investors who want a systematic equity exposure and can stay patient through periods of underperformance relative to the benchmark.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_UTI_Nifty_Alpha_Low-Volatility_30_Index\" title=\"Should you BUY or HOLD UTI Nifty Alpha Low-Volatility 30 Index?\">Should you BUY or HOLD UTI Nifty Alpha Low-Volatility 30 Index?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_UTI_Nifty_Alpha_Low-Volatility_30_Index_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Plan?\">What is the current NAV of UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#How_has_the_fund_done_versus_the_benchmark\" title=\"How has the fund done versus the benchmark?\">How has the fund done versus the benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_peer_funds_listed_here\" title=\"How does it compare with the peer funds listed here?\">How does it compare with the peer funds listed here?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/uti-nifty-alpha-low-volatility-30-index-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b99.5915 as of 11 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b969 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.69%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>28 Nov 2024<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Index Funds<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Sharwan Kumar Goyal, Ayush Jain, Lokesh Kulthia<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Sharwan Kumar Goyal, Ayush Jain and Lokesh Kulthia.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 11 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-5.83%<\/td>\n<td>-4.81%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-1.22%<\/td>\n<td>-3.63%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-1.63%<\/td>\n<td>-8.27%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent movement has been choppy. The 1-month pattern shows a noticeable slide, which explains why the fund ended the period weaker than the benchmark over that very short window. Over 3 months, however, the fund held up better than the benchmark and stayed close to flat for much of the period before easing lower at the end.<\/p>\n<p>The 1-year picture is more favourable than the benchmark because the benchmark decline was deeper. That said, both series still point to a difficult year rather than a smooth compounding path. The fund has not yet shown a clean, persistent upward trend over the available history, which is important for investors to understand before expecting stable short-cycle gains.<\/p>\n<p>Because this scheme launched only in late 2024, there is no meaningful 3-year or 5-year track record yet. For that reason, our read-through should focus on how it has behaved since launch: modest recovery in some stretches, but repeated reversals and a weak finish to the recent month. That pattern suggests the fund is still in a discovery phase rather than an established compounding record.<\/p>\n<p>Against the benchmark, the fund has been ahead on the 1-year period but behind over 1 month and slightly ahead over 3 months. So the short-term comparison is mixed, while the longer available history is simply too short to call it a dependable long-term winner.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 11 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_UTI_Nifty_Alpha_Low-Volatility_30_Index\"><\/span>Should you BUY or HOLD UTI Nifty Alpha Low-Volatility 30 Index?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding UTI Nifty Alpha Low-Volatility 30 Index? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/uti-nifty-alpha-low-volatility-30-index-fund-g-direct-plan\">UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Plan<\/a><\/td>\n<td>-1.63%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nasdaq-100-index-fund-g-direct-plan\">ICICI Pru NASDAQ 100 Index Fund Direct Growth Plan<\/a><\/td>\n<td>32.61%<\/td>\n<td>29.92%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-india-defence-index-fund-g-direct-plan\">Motilal Oswal Nifty India Defence Index Fund Direct Growth Plan<\/a><\/td>\n<td>26.23%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-nifty-india-defence-index-fund-g-direct-plan\">Aditya Birla SL Nifty India Defence Index Fund Direct Growth Plan<\/a><\/td>\n<td>26.22%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-capital-market-index-fund-g-direct-plan\">Motilal Oswal Nifty Capital Market Index Fund Direct Growth Plan<\/a><\/td>\n<td>26.18%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-nifty-capital-markets-index-fund-g-direct-plan\">Tata Nifty Capital Markets Index Fund Direct Growth Plan<\/a><\/td>\n<td>25.91%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return is far below the stronger peer figures in the table, so recent momentum looks subdued when set beside those schemes. The longer comparisons are harder to read because the current fund does not yet have a usable 3-year or 5-year record, while one peer does show a solid 3-year outcome and the rest do not provide longer figures. That creates a clear contrast between the current fund\u2019s weak short-term result and the stronger multi-period evidence available for at least one peer.<\/p>\n<p>For investors, that means the peer set tells two different stories. On the one hand, the current fund\u2019s near-term behaviour has lagged the strongest comparables. On the other hand, the comparison is limited because the fund itself is still young, so it has not had time to build a deeper track record against these peers.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 11 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Eq &#8211; Torrent Pharmaceuticals Ltd.<\/td>\n<td>Healthcare<\/td>\n<td>4.63%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Bajaj Auto Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>4.14%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Apollo Hospitals Enterprise LT<\/td>\n<td>Healthcare<\/td>\n<td>3.96%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Nestle India Ltd.<\/td>\n<td>FMCG<\/td>\n<td>3.94%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; NTPC Ltd.<\/td>\n<td>Power<\/td>\n<td>3.86%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; ICICI Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>3.85%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Marico Ltd<\/td>\n<td>FMCG<\/td>\n<td>3.85%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Hindalco Industries Ltd.<\/td>\n<td>Non &#8211; Ferrous Metals<\/td>\n<td>3.8%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Federal Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>3.69%<\/td>\n<\/tr>\n<tr>\n<td>Eq &#8211; Grasim Industries Ltd.<\/td>\n<td>Diversified<\/td>\n<td>3.68%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding is Torrent Pharmaceuticals Ltd. at 4.63%, so no single position dominates the portfolio in absolute terms. The weight then steps down gradually, with the tenth holding still at 3.68%; that is a fairly tight band, which suggests the portfolio may be designed to avoid one oversized bet among its leading names.<\/p>\n<p>The top 10 holdings together account for approximately 39.4% of the portfolio, and the scheme discloses 30 holdings in total. That means influence is spread across a longer tail rather than being concentrated only in the headline names, although the leading positions could still matter because each one is close in size.<\/p>\n<p>Sector exposure among the top names is also mixed, with healthcare, FMCG, banks, power, autos and metals all appearing in the list. That diversity may help limit single-sector dependence, but the fund can still move around when several of its larger holdings face the same market conditions.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/uti-nifty-alpha-low-volatility-30-index-fund-g-direct-plan\">UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 11 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is more suitable for investors who can tolerate High Risk and do not need a smooth short-term return path. The available history shows a weak 1-year result, a softer recent month and a better 3-month stretch, so the experience has been uneven rather than steadily positive.<\/p>\n<p>It may suit a medium-to-long horizon where the investor is comfortable with periods of underperformance and wants a rules-based equity exposure. The main trade-off is that the portfolio has a structured diversification profile across 30 holdings, but recent performance has not yet turned that structure into dependable gains.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: No exit load<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 11 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_UTI_Nifty_Alpha_Low-Volatility_30_Index_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b99.5915 as of 11 September 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s 1-year return is -1.63%, while the 3-year and 5-year returns are both 0% in the available record.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_done_versus_the_benchmark\"><\/span>How has the fund done versus the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has done better than the benchmark over 1 year, but it trailed the benchmark over 1 month and slightly outpaced it over 3 months. The shorter windows still show a choppy pattern.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_peer_funds_listed_here\"><\/span>How does it compare with the peer funds listed here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is well below the stronger peer figures shown here. One peer also has a much better 3-year figure, while the other peers do not have longer-period data available.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9500.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Sharwan Kumar Goyal, Ayush Jain and Lokesh Kulthia. There is no exit load.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Plan has a mixed early record: the recent month has been weak, the 3-month trend is less negative, and the 1-year result is still below zero but better than the benchmark\u2019s decline. Compared with the peers listed here, the recent return is clearly softer, while only one peer offers a stronger longer-period record for a direct comparison. The portfolio is spread across 30 holdings, which limits single-stock dependence, but the scheme is still best viewed as a High Risk equity option for investors who can absorb uneven short-term outcomes.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 16 September 2026 at 8:04 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Plan\",\"identifier\":\"uti-nifty-alpha-low-volatility-30-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"28 Nov 2024\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":9.5915,\"valueReference\":\"as of 11 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"69 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.69\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-1.63},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Sharwan Kumar Goyal, Ayush Jain, Lokesh Kulthia\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b99.5915 as of 11 September 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year return is -1.63%, while the 3-year and 5-year returns are both 0% in the available record.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund done versus the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has done better than the benchmark over 1 year, but it trailed the benchmark over 1 month and slightly outpaced it over 3 months. The shorter windows still show a choppy pattern.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is well below the stronger peer figures shown here. One peer also has a much better 3-year figure, while the other peers do not have longer-period data available.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9500.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Sharwan Kumar Goyal, Ayush Jain and Lokesh Kulthia. There is no exit load.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Plan has a \u20b99.5915 NAV as of 11 September 2026 and a \u20b969 Cr AUM. Its 1-year return is -1.63%, while the 3-year and 5-year returns are 0% and 0% in the available record. The fund sits in the High Risk bucket, so it fits investors who can accept sharp swings and want a rules-based index strategy rather than a steady capital-protection profile.<\/p>\n","protected":false},"author":38,"featured_media":247643,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-247645","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["247643"],"rank_math_title":["UTI Nifty Alpha Low-Volatility 30 Index Fund Review"],"rank_math_description":["UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth: \u20b99.5915 NAV, -1.63% 1Y return, High Risk, \u20b969 Cr AUM."],"rank_math_focus_keyword":["UTI Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/UTI_Nifty_Alpha_Low_Volatility_30_Index_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/247645","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=247645"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/247645\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/247643"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=247645"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=247645"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=247645"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}