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UTI Nifty Alpha Low-Volatility 30 Index Fund Direct-Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 31 |
| Top 10 Stocks (%) | 41.46 % |
| Top 5 Stocks (%) | 23.060000000000002 % |
| Top 3 Stocks (%) | 14.780000000000001 % |
Portfolio Aggregates
Large Cap Stocks (%) 95.45
83.28 %
This fund
Vs
95.45 %
Category
Mid Cap Stocks (%)
16.72%
This fund
Vs
4.55%
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 | Apr 25 | Mar 25 | Dec 24 | ||||
|---|---|---|---|---|---|---|---|
| Healthcare | 25.48 % | 20.78 Crs | 25.71 % | 20.13 Crs | 25.990000000000002 % | 20.23 Crs | |
| Consumer Staples | 14.22 % | 11.61 Crs | 13.770000000000001 % | 10.78 Crs | 13.940000000000001 % | 10.84 Crs | |
| Technology | 11.620000000000001 % | 9.49 Crs | 12.36 % | 9.69 Crs | 13.39 % | 10.42 Crs | |
| Automobile | 11.34 % | 9.24 Crs | 10.94 % | 8.57 Crs | 11.12 % | 8.65 Crs | |
| Capital Goods | 7.180000000000001 % | 5.86 Crs | 8.85 % | 6.93 Crs | 9.2 % | 7.16 Crs | |
| Financial | 6.869999999999999 % | 5.61 Crs | 6.91 % | 5.4 Crs | 6.18 % | 4.81 Crs | |
| Materials | 6.74 % | 5.49 Crs | 6.869999999999999 % | 5.37 Crs | 6.05 % | 4.7 Crs | |
| Communication | 5.11 % | 4.17 Crs | 4.99 % | 3.91 Crs | 4.18 % | 3.25 Crs | |
| Chemicals | 3.94 % | 3.21 Crs | 3.88 % | 3.04 Crs | 3.62 % | 2.81 Crs | |
| Insurance | 3.36 % | 2.74 Crs | 3.37 % | 2.64 Crs | 3.08 % | 2.39 Crs | |
| Services | 2.68 % | 2.18 Crs | 2.86 % | 2.23 Crs | 3.16 % | 2.46 Crs | |
| Energy | 1.32 % | 1.07 Crs | 0 % | 0 | 0 % | 0 |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Sun Pharmaceutical Industries Ltd. | Healthcare | 5.15% | 4.2Cr | 5.09% | ||
| Bharti Airtel Ltd. | Communication | 5.11% | 4.17Cr | 4.18% | ||
| ICICI Bank Ltd. | Financial | 4.52% | 3.69Cr | 3.9% | ||
| Divi's Laboratories Ltd. | Healthcare | 4.34% | 3.54Cr | 4.18% | ||
| Pidilite Industries Ltd. | Chemicals | 3.94% | 3.21Cr | 3.62% | ||
| United Spirits Ltd. | Consumer Staples | 3.9% | 3.18Cr | 3.9% | ||
| Britannia Industries Ltd. | Consumer Staples | 3.73% | 3.04Cr | 3.14% | ||
| Lupin Ltd. | Healthcare | 3.69% | 3Cr | 3.98% | ||
| Grasim Industries Ltd. | Materials | 3.58% | 2.92Cr | 3.07% | ||
| ITC Ltd. | Consumer Staples | 3.5% | 2.85Cr | 3.82% | ||
| Apollo Hospitals Enterprise Ltd. | Healthcare | 3.47% | 2.82Cr | 3.48% | ||
| ICICI Lombard General Insurance Company Ltd. | Insurance | 3.36% | 2.74Cr | 3.08% | ||
| Torrent Pharmaceuticals Ltd. | Healthcare | 3.28% | 2.67Cr | 3.19% | ||
| Dr. Reddy's Laboratories Ltd. | Healthcare | 3.21% | 2.61Cr | 3.62% | ||
| Ultratech Cement Ltd. | Materials | 3.16% | 2.57Cr | 2.98% | ||
| Havells India Ltd. | Capital Goods | 3.14% | 2.55Cr | 3.15% | ||
| Tata Consultancy Services Ltd. | Technology | 3.12% | 2.54Cr | 3.56% | ||
| Colgate-Palmolive (India) Ltd. | Consumer Staples | 3.09% | 2.52Cr | 3.08% | ||
| HCL Technologies Ltd. | Technology | 3.06% | 2.49Cr | 3.59% | ||
| TVS Motor Company Ltd. | Automobile | 3.05% | 2.48Cr | 2.6% | ||
| MRF Ltd. | Automobile | 2.87% | 2.34Cr | 2.67% | ||
| Tech Mahindra Ltd. | Technology | 2.82% | 2.3Cr | 3.08% | ||
| Bajaj Auto Ltd. | Automobile | 2.73% | 2.22Cr | 2.87% | ||
| Bosch Ltd. | Automobile | 2.69% | 2.19Cr | 2.98% | ||
| Info Edge (India) Ltd. | Services | 2.68% | 2.18Cr | 3.16% | ||
| Infosys Ltd. | Technology | 2.62% | 2.14Cr | 3.16% | ||
| Cummins India Ltd. | Capital Goods | 2.51% | 2.05Cr | 2.73% | ||
| State Bank of India | Financial | 2.35% | 1.91Cr | 2.28% | ||
| Zydus Lifesciences Ltd. | Healthcare | 2.34% | 1.9Cr | 2.45% | ||
| Siemens Ltd. | Capital Goods | 1.53% | 1.25Cr | 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 |
|---|---|---|---|---|
| Siemens Energy India Ltd. | Energy | 1.07Cr | -- | 1.07Cr |
| MRF Ltd. | Automobile | 2.34Cr | 1.97Cr | 36.85L |
| United Spirits Ltd. | Consumer Staples | 3.18Cr | 2.87Cr | 30.76L |
| Bharti Airtel Ltd. | Communication | 4.17Cr | 3.91Cr | 26.17L |
| Britannia Industries Ltd. | Consumer Staples | 3.04Cr | 2.78Cr | 25.83L |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| HCL Technologies Ltd. | Technology | 2.49Cr | 2.55Cr | 6.07L |
| Infosys Ltd. | Technology | 2.14Cr | 2.26Cr | 11.89L |
| Cummins India Ltd. | Capital Goods | 2.05Cr | 2.18Cr | 12.85L |
| Tata Consultancy Services Ltd. | Technology | 2.54Cr | 2.68Cr | 13.41L |
| Siemens Ltd. | Capital Goods | 1.25Cr | 2.29Cr | 1.04Cr |