UTI BSE Low Volatility Index Fund Regular Growth | Mutual Fund Performance | Mint
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Business News/Market/Market Stats/    UTI BSE Low Volatility Index Fund Regular Growth

UTI BSE Low Volatility Index Fund Regular Growth

+
  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
17.66 -0.03 (-0.18%) NAV as on 13 Sep, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)483.85
  • CAGR 38.12%
  • Exit Load0.00%
  • Expense ratio0.91%
  • CategoryIndex Funds
  • Min Investment1000
  • Min SIP500
  • Launch Date2022-03-07

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 16 September 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 20.28
  • 3.91%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved

 

The UTI BSE Low Volatility Index Fund Regular Growth has an AUM of 483.85 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.91%. The minimum investment in UTI BSE Low Volatility Index Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Bharti Airtel, Honeywell Automation India, Hindustan Unilever & ITC.

 

The major sectors where the fund is invested are Regional Banks, Personal & Household Prods., Biotechnology & Drugs & Food Processing.

 

Some of the similar funds are Axis Nifty 50 Index Fund Regular Growth, Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth, UTI BSE Low Volatility Index Fund Regular Growth, ICICI Prudential Nifty Bank Index Fund Regular Growth, UTI Nifty 500 Value 50 Index Fund Regular Growth. UTI BSE Low Volatility Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about UTI BSE Low Volatility Index Fund Regular Growth

According to the morning star rating UTI BSE Low Volatility Index Fund Regular Growth has a Moderate risk & Exceptional return.
UTI BSE Low Volatility Index Fund Regular Growth is managed by Sharwan Kumar Goyal,Ayush Jain.
The expense ratio of UTI BSE Low Volatility Index Fund Regular Growth is 0.91%.
The 5 year annualized return on UTI BSE Low Volatility Index Fund Regular Growth is 0.00% & it has generated 38.12% in the last 1 year.
The minimum investment in UTI BSE Low Volatility Index Fund Regular Growth is 1000 Rs.
UTI BSE Low Volatility Index Fund Regular Growth has an AUM of 483.85 crores.
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