ReviewDirect · Growth
UTI Nifty Alpha Low-Volatility 30 Index Fund
- NAV
- 9.4104
- 15 Sept 2026
- 1Y
- -3.6%
- Trailing CAGR
- AUM
- ₹75.77 Cr
- 31 Aug 2026
- Volatility
- Medium
- 12.8% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-3.6%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-4.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-5.1%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -4.6%
- Calendar-day CAGR
- Excess 1Y
- -5.0%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 1 days
- 1 recovered episodes
- Longest recovery
- 1 days
- Trough to prior peak
- Current spell
- 648 days
- Days below latest peak
- Time below peak
- +99%
- NAV observations
6 Dec 2024 – open
Trough 28 Feb 2025 · not recovered
-16.6%
3 Dec 2024 – 5 Dec 2024
Trough 4 Dec 2024 · recovered in 1 days
-0.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
14
Vs category
19
Consistency
9
Risk-adjusted
0
Drawdown
59
Mean
20
Portfolio
31 Aug 2026 · 31 holdings · top 10 are 39.2%.
- Top 5
- 20.5%
- Top 10
- 39.2%
- Largest holding
- 4.6%
- Effective holdings
- 29.3
Torrent Pharmaceuticals Ltd
Healthcare
4.6%
Bajaj Auto Ltd
Consumer Discretionary
4.1%
Apollo Hospitals Enterprise Ltd
Healthcare
4.0%
Nestle India Ltd
Consumer Staples
3.9%
NTPC Ltd
Energy & Utilities
3.9%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +2.4%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -15.4%
- Sharpe
- 0.08
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -0.6%
- 3Y
- n/a
- Vol
- 13.6%
- Max DD
- -11.4%
- Sharpe
- -0.02
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Groww Nifty Next 50 Index Fund
Groww Mutual Fund
- 1Y
- +2.9%
- 3Y
- n/a
- Vol
- 16.6%
- Max DD
- -14.3%
- Sharpe
- 0.09
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
JioBlackRock Nifty Midcap 150 Index Fund
Jio BlackRock Mutual Fund
- 1Y
- +3.6%
- 3Y
- n/a
- Vol
- 15.8%
- Max DD
- -14.0%
- Sharpe
- 0.02
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
360 ONE ELSS Tax Saver Nifty 50 Index Fund
360 ONE Mutual Fund
- 1Y
- -6.9%
- 3Y
- +5.6%
- Vol
- 12.5%
- Max DD
- -15.4%
- Sharpe
- 0.24
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns