UTI Mutual Fund provides a great opportunity for investors to grow their money with a diversified portfolio.
These funds use a passive strategy, meaning they track specific market indices rather than trying to beat them.
Compared to actively managed funds, UTI’s index funds are cost-effective, making them a more affordable option for investors.
They also benefit from UTI’s strong experience in managing these types of funds.
UTI Nifty Alpha Low-Volatility 30 Index Fund
The UTI Nifty Alpha Low-Volatility 30 Index Fund allows investors to invest in a portfolio of 30 companies. These companies are chosen based on their Alpha (growth potential) and Low Volatility Score (stability). This helps the fund remain stable even during market ups and downs.
Scheme Objective
The goal of this fund is to match the return of the Nifty Alpha Low-Volatility 30 Index, though returns are not guaranteed.
Asset Allocation
1) 95-100% in equities of the Nifty Alpha Low-Volatility 30 Index
2) 0-5% in debt and money market instruments, like treasury bills or liquid mutual funds
Benchmark
The fund tracks the Nifty Alpha Low-Volatility 30 TRI.
Investment Details
Minimum Investment: ₹1000 (subsequent investments in multiples of ₹1)
Entry Load: No entry load for this fund.
UTI Nifty Midcap 150 Index Fund
The UTI Nifty Midcap 150 Index Fund focuses on midcap stocks, which can offer great growth potential. This fund is designed for investors who want to invest in the growing midcap sector.
Scheme Objective
The goal is to match the returns of the Nifty Midcap 150 Index, although returns may vary due to tracking errors.
Asset Allocation
1) 95-100% in equities of the Nifty Midcap 150 Index
2) 0-5% in debt and money market instruments, like treasury bills or liquid mutual funds
Benchmark
The fund tracks the Nifty Midcap 150 TRI.
Investment Details
Minimum Investment: ₹1000 (subsequent investments in multiples of ₹1)
Entry Load: No entry load for this fund.
