November 8, 2024
mayank
UTI Nifty Alpha Low-Volatility 30 Index Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Past Performance & Review of NFO Benchmark Index
- Should You Invest in this NFO?
- Invest Online
What is the UTI Nifty Alpha Low-Volatility 30 Index Fund Open Date, Close Date?
NFO opens on November 11, 2024
NFO will close on November 25, 2024
Invest Stratege for this NFO?
The scheme seeks to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.
Basic Details
| Fund House | UTI Mutual Fund |
| Issue Open | 11 November 2024 |
| Issue Close | 25 November 2024 |
| Type | Open-ended |
| Category | Equity: Large Cap |
| Min. Investment(Rs) | 1,000 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Very High |
| Benchmark | Nifty Alpha Low Volatility 30 TRI |
About Benchmark Index for this NFO?
Nifty Alpha Low-Volatility 30 Index is designed to reflect the performance of a portfolio of stocks selected based on top combination of Alpha and Low Volatility. It intends to counter the cyclicality of single factor index strategy and provides investors a choice to take exposure to multiple factors through a single index product. The Index consists of 30 stocks selected from Nifty 100 and Nifty Midcap 50.
The weight of the stocks are derived from Alpha and Low Volatility factor scores with individual stock weight capped at 5%.
The index can be used for a variety of purposes such as benchmarking, creation of index funds, ETFs and structured products.
Portfolio Characteristics
| Methodology | Factor Weighted |
| No. of Constituents | 30 |
| Launch Date | July 10, 2017 |
| Base Date | April 01, 2005 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-annual |
Fund Managers of UTI Nifty Alpha Low-Volatility 30 Index Fund
1) Sharwan Kumar Goyal
Education: Mr.Goyal is B.Com, CFA and MMS.
Experience: He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
2) Ayush Jain
Education: Mr. Jain is B.Com, C.A and CFA (level 1).
Experience: Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
AMC
UTI Asset Management Company Ltd
Address:UTI Tower, Plot C-1, GN Block, Banrda Kurla Complex, Bandra (East) Mumbai – 400051
Website: http://www.utimf.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Is it good to invest in UTI Nifty Alpha Low-Volatility 30 NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
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Quicklinks
https://sahifund.com/review-of-uti-nifty-alpha-low-volatility-30-index-fund-nfo/