UTI BSE Low Volatility Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹479.19 Cr
Expense Ratio
0.94%
Exit Load
0.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
7 Mar 2022
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.33% | -- |
| 3 Months | +1.63% | -- |
| 6 Months | -2.33% | -- |
| 1 Year | -2.77% | -2.77% |
| 2 Years | -- | -2.15% |
| 3 Years | +29.94% | +9.12% |
| 5 Years | -- | 0% |
| Since Launch | +68.13% | +12.63% |
Holdings as on 21 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Pidilite Industries | 21.59 | 4.51 |
| HDFC Bank | 19.49 | 4.07 |
| ICICI Bank | 19.33 | 4.03 |
| Nestle India | 18.07 | 3.77 |
| Marico | 17.88 | 3.73 |
| Shree Cement | 17.65 | 3.68 |
| Apollo Hospitals Enterprise | 17.50 | 3.65 |
| Asian Paints | 17.12 | 3.57 |
| Grasim Industries | 16.93 | 3.53 |
| Cipla | 16.66 | 3.47 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.29
Sharpe Ratio
13.99%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular Growth | +5.25% | +18.38% | +17.26% |
| Motilal Oswal Nifty Next 50 Index Fund Regular Growth | +6.08% | +17.45% | +13.13% |
| UTI BSE Low Volatility Index Fund Regular Growth | -2.77% | +9.12% | -- |
| HDFC Nifty 100 Index Fund Regular Growth | -1.03% | +8.78% | -- |
| HDFC Nifty500 Multicap 50:25:25 Index Fund Regular Growth | +1% | -- | -- |
Results are calculated on CAGR basis
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 479.19 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 0.94%. 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 Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Pidilite Industries, HDFC Bank, ICICI Bank, Nestle India.
The major sectors where the fund is invested are Construction - Raw Materials, Regional Banks, Personal & Household Prods., Biotechnology & Drugs.
Some of the similar funds are Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular Growth, Motilal Oswal Nifty Next 50 Index Fund Regular Growth, UTI BSE Low Volatility Index Fund Regular Growth, HDFC Nifty 100 Index Fund Regular Growth, HDFC Nifty500 Multicap 50:25:25 Index Fund Regular Growth. UTI BSE Low Volatility Index Fund Regular Growth has a sharpe ratio of 0.29 & a standard deviation of 13.99%.
FAQs
According to the morning star rating UTI BSE Low Volatility Index Fund Regular Growth has a Medium risk & Good return.
UTI BSE Low Volatility Index Fund Regular Growth is managed by Sharwan Goyal,Ayush Jain,Lokesh Kulthia.
The expense ratio of UTI BSE Low Volatility Index Fund Regular Growth is 0.94%.
The 5 year annualized return on UTI BSE Low Volatility Index Fund Regular Growth is 0.00% & it has generated -2.77% 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 479.19 crores.
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