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  • UTI Mutual Fund
  • UTI S&P BSE Low Volatility Index Fund (Growth)
UTI Mutual Fund

UTI S&P BSE Low Volatility Index Fund (Growth)

EquityIndex Funds

11.2546

NAV (Nov 25)

16.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.2546

NAV (Nov 25)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

16.8%

6 Month CAGR

13.8%

Scheme Information

Investment Objective

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

Expense Ratio

0.9

Launched (0y ago)

Mar 07, 2022

AUM in Crores

108.579

ISIN

INF789F1AVE5

Lock-in

No Lock-in

Benchmark

S&P BSE Low Volatility

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Sharwan Kumar Goyal

Fund Manager

Ayush Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

nestle india ltd

4.4%
4.4%

indian railway finance corp ltd ordinary shares

4.4%
4.4%

colgate-palmolive (india) ltd

4.2%
4.2%

castrol india ltd

4%
4%

sun pharmaceuticals industries ltd

3.7%
3.7%
See all holdings

Allocation by Sector

consumer defensive

25.7%
25.7%

healthcare

20.1%
20.1%

financial services

16.6%
16.6%

basic materials

11.3%
11.3%

consumer cyclical

9.6%
9.6%
See all sectors

Compare UTI S&P BSE Low Volatility Index Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 190,891 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4%

    6.8%

    16.2%

    11.7%

    17.3%

    14.6%

    3.9%

    6.7%

    16.4%

    15.7%

    UTI S&P BSE Low Volatility Index Fund (G) Review

    UTI S&P BSE Low Volatility Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 16.8% over a period of 0 years. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Ayush Jain, Sharwan Kumar Goyal.

    Nav of UTI S&P BSE Low Volatility Index Fund (G) as of 11/25/2022 is ₹11.25 with the total AUM as of 11/26/2022 is ₹108.579. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI S&P BSE Low Volatility Index Fund (G) was launched on Mar 07, 2022. The category risk of the fund is Very High Risk.

    The minimum SIP amount for UTI S&P BSE Low Volatility Index Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    UTI S&P BSE Low Volatility Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE Low Volatility.

    UTI S&P BSE Low Volatility Index Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI S&P BSE Low Volatility Index Fund (G).

    Frequently Asked Questions

    What is UTI S&P BSE Low Volatility Index Fund (G)?

    UTI S&P BSE Low Volatility Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in UTI S&P BSE Low Volatility Index Fund (G)?

    You can invest in UTI S&P BSE Low Volatility Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of UTI S&P BSE Low Volatility Index Fund (G)?

    The minimum sip amount for UTI S&P BSE Low Volatility Index Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is UTI S&P BSE Low Volatility Index Fund (G) good to invest in?

    As per Scripbox experts, UTI S&P BSE Low Volatility Index Fund (G) is a Not Reviewed Yet fund. You can investUTI S&P BSE Low Volatility Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the UTI S&P BSE Low Volatility Index Fund (G)?

    The expense ratio of the UTI S&P BSE Low Volatility Index Fund (G) is 0.9% for regular plan.