UTI Nifty Alpha Low Volatility 30 Index Fund Direct Growth

Scheme code: INF789F1AZM9 NAV value: ₹ 9.0113 NAV date: 19 March, 2026 TER: 0.78%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-4.31	13.99	2.38	3.23	9.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	3.23
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	3.23
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	3.23
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	3.23
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,31,467 - Absolute Returns: ₹31,467 - CAGR: %

Max Drawdown

-16.60 %

Drawdown Duration

3 months

Avg Drawdown

-6.53 %

1 Y

0.1946

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.05	0.87	89.7	88.3	4.38 %	4.00 %
3 years	-3.01	0.89	87.4	95.2	-3.60 %	-1.46 %
5 years	-2.10	0.89	87.4	95.2	-2.18 %	-0.88 %
7 years	-1.71	0.89	87.4	95.2	-1.56 %	-0.63 %
10 years	-1.41	0.89	87.4	95.2	-1.09 %	-0.44 %
12 years	-1.29	0.89	87.4	95.2	-0.91 %	-0.37 %
15 years	-1.18	0.89	87.4	95.2	-0.73 %	-0.29 %