UTI Nifty Alpha Low Volatility 30 Index Fund
Direct · Growth ₹9.95
18 Aug 2026
NAV
1.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-1.19
Sharpe
-16.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.78%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.21 L | 0.9% | -19.3% | 13.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 0.9% | 14.4% | 9.4% | -13.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 1.3% | 0.3% | -5.7% | 14.0% | -1.19 | -0.78 | 52% | — | — |
-16.6%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-6.8%
Avg Drawdown
Calmar Ratio by Duration
0.08
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.95 | 0.91 | 90.5% | 82.7% | 2.9% | -2.9% |
| 3 Years | -1.20 | 0.89 | 88.2% | 89.4% | -0.9% | -0.4% |
| 5 Years | -1.00 | 0.89 | 88.2% | 89.4% | -0.5% | -0.3% |
| 7 Years | -0.92 | 0.89 | 88.2% | 89.4% | -0.4% | -0.2% |
| 10 Years | -0.85 | 0.89 | 88.2% | 89.4% | -0.3% | -0.1% |
| 12 Years | -0.83 | 0.89 | 88.2% | 89.4% | -0.2% | -0.1% |
| 15 Years | -0.80 | 0.89 | 88.2% | 89.4% | -0.2% | -0.1% |