Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
UTI Nifty Alpha Low-Volatility 30 Index Fund Direct-Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 31 |
| Top 10 Stocks (%) | 40.67999999999999 % |
| Top 5 Stocks (%) | 22.96 % |
| Top 3 Stocks (%) | 14.41 % |
Portfolio Aggregates
Large Cap Stocks (%) 95.47
83.77 %
This fund
Vs
95.47 %
Category
Mid Cap Stocks (%)
16.23%
This fund
Vs
4.53%
Category
Small Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | May 25 | Apr 25 | Mar 25 | Dec 24 | |||||
|---|---|---|---|---|---|---|---|---|---|
| Healthcare | 25.049999999999997 % | 20.33 Crs | 25.48 % | 20.78 Crs | 25.71 % | 20.13 Crs | 25.990000000000002 % | 20.23 Crs | |
| Consumer Staples | 13.83 % | 11.22 Crs | 14.22 % | 11.61 Crs | 13.770000000000001 % | 10.78 Crs | 13.940000000000001 % | 10.84 Crs | |
| Technology | 11.92 % | 9.67 Crs | 11.620000000000001 % | 9.49 Crs | 12.36 % | 9.69 Crs | 13.39 % | 10.42 Crs | |
| Automobile | 11.82 % | 9.58 Crs | 11.34 % | 9.24 Crs | 10.94 % | 8.57 Crs | 11.12 % | 8.65 Crs | |
| Capital Goods | 7.49 % | 6.08 Crs | 7.180000000000001 % | 5.86 Crs | 8.85 % | 6.93 Crs | 9.2 % | 7.16 Crs | |
| Financial | 6.949999999999999 % | 5.63 Crs | 6.869999999999999 % | 5.61 Crs | 6.91 % | 5.4 Crs | 6.18 % | 4.81 Crs | |
| Materials | 6.31 % | 5.12 Crs | 6.74 % | 5.49 Crs | 6.869999999999999 % | 5.37 Crs | 6.05 % | 4.7 Crs | |
| Communication | 5.05 % | 4.09 Crs | 5.11 % | 4.17 Crs | 4.99 % | 3.91 Crs | 4.18 % | 3.25 Crs | |
| Chemicals | 4.0 % | 3.24 Crs | 3.94 % | 3.21 Crs | 3.88 % | 3.04 Crs | 3.62 % | 2.81 Crs | |
| Insurance | 3.33 % | 2.7 Crs | 3.36 % | 2.74 Crs | 3.37 % | 2.64 Crs | 3.08 % | 2.39 Crs | |
| Services | 2.68 % | 2.17 Crs | 2.68 % | 2.18 Crs | 2.86 % | 2.23 Crs | 3.16 % | 2.46 Crs | |
| Energy | 1.32 % | 1.07 Crs | 1.32 % | 1.07 Crs | 0 % | 0 | 0 % | 0 |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Bharti Airtel Ltd. | Communication | 5.05% | 4.09Cr | 4.18% | ||
| Divi's Laboratories Ltd. | Healthcare | 4.68% | 3.79Cr | 4.18% | ||
| Sun Pharmaceutical Industries Ltd. | Healthcare | 4.68% | 3.79Cr | 5.09% | ||
| ICICI Bank Ltd. | Financial | 4.55% | 3.68Cr | 3.9% | ||
| Pidilite Industries Ltd. | Chemicals | 4.0% | 3.24Cr | 3.62% | ||
| United Spirits Ltd. | Consumer Staples | 3.76% | 3.05Cr | 3.9% | ||
| Britannia Industries Ltd. | Consumer Staples | 3.75% | 3.04Cr | 3.14% | ||
| ITC Ltd. | Consumer Staples | 3.41% | 2.76Cr | 3.82% | ||
| Lupin Ltd. | Healthcare | 3.41% | 2.77Cr | 3.98% | ||
| Apollo Hospitals Enterprise Ltd. | Healthcare | 3.39% | 2.75Cr | 3.48% | ||
| Dr. Reddy's Laboratories Ltd. | Healthcare | 3.36% | 2.73Cr | 3.62% | ||
| ICICI Lombard General Insurance Company Ltd. | Insurance | 3.33% | 2.7Cr | 3.08% | ||
| Grasim Industries Ltd. | Materials | 3.3% | 2.68Cr | 3.07% | ||
| HCL Technologies Ltd. | Technology | 3.17% | 2.57Cr | 3.59% | ||
| TVS Motor Company Ltd. | Automobile | 3.15% | 2.55Cr | 2.6% | ||
| Torrent Pharmaceuticals Ltd. | Healthcare | 3.11% | 2.52Cr | 3.19% | ||
| Tata Consultancy Services Ltd. | Technology | 3.11% | 2.52Cr | 3.56% | ||
| Ultratech Cement Ltd. | Materials | 3.01% | 2.44Cr | 2.98% | ||
| Havells India Ltd. | Capital Goods | 2.97% | 2.4Cr | 3.15% | ||
| MRF Ltd. | Automobile | 2.93% | 2.37Cr | 2.67% | ||
| Tech Mahindra Ltd. | Technology | 2.93% | 2.37Cr | 3.08% | ||
| Colgate-Palmolive (India) Ltd. | Consumer Staples | 2.91% | 2.36Cr | 3.08% | ||
| Bajaj Auto Ltd. | Automobile | 2.9% | 2.35Cr | 2.87% | ||
| Bosch Ltd. | Automobile | 2.84% | 2.3Cr | 2.98% | ||
| Cummins India Ltd. | Capital Goods | 2.81% | 2.28Cr | 2.73% | ||
| Infosys Ltd. | Technology | 2.71% | 2.2Cr | 3.16% | ||
| Info Edge (India) Ltd. | Services | 2.68% | 2.17Cr | 3.16% | ||
| Zydus Lifesciences Ltd. | Healthcare | 2.42% | 1.96Cr | 2.45% | ||
| State Bank of India | Financial | 2.4% | 1.94Cr | 2.28% | ||
| Siemens Ltd. | Capital Goods | 1.71% | 1.39Cr | 3.32% | ||
| Siemens Energy India Ltd. | Energy | 1.32% | 1.07Cr | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Divi's Laboratories Ltd. | Healthcare | 3.79Cr | 3.54Cr | 25.27L |
| Cummins India Ltd. | Capital Goods | 2.28Cr | 2.05Cr | 23.24L |
| Siemens Ltd. | Capital Goods | 1.39Cr | 1.25Cr | 13.79L |
| Bajaj Auto Ltd. | Automobile | 2.35Cr | 2.22Cr | 12.73L |
| Bosch Ltd. | Automobile | 2.3Cr | 2.19Cr | 11.12L |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Torrent Pharmaceuticals Ltd. | Healthcare | 2.52Cr | 2.67Cr | 15.37L |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | 2.36Cr | 2.52Cr | 16.11L |
| Lupin Ltd. | Healthcare | 2.77Cr | 3Cr | 23.63L |
| Grasim Industries Ltd. | Materials | 2.68Cr | 2.92Cr | 24.17L |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 3.79Cr | 4.2Cr | 40.77L |