- Mutual Funds
- UTI Mutual Fund
- UTI S&P BSE Low Volatility Index Fund (Growth)
UTI S&P BSE Low Volatility Index Fund (Growth)
₹ 15.4804
NAV (Apr 23)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.4804
NAV (Apr 23)
Fund Returns
Last 1Y | 39.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 24.9% |
6 Month CAGR | 23.1% |
Scheme Information
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 | 0.91 |
Launched (2y ago) | Mar 07, 2022 |
AUM in Crores | 350.471 |
ISIN | INF789F1AVE5 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Low Volatility |
SIP Minimum | 1000 |
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI S&P BSE Low Volatility Index Fund (Growth) | 21,54,246 | 14,21,634 | 39.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
maruti suzuki india ltd
3.9%icici bank ltd
3.8%itc ltd
3.7%sun pharmaceuticals industries ltd
3.7%asian paints ltd
3.7%Allocation by Sector
consumer defensive
27%consumer cyclical
17%basic materials
16.8%financial services
13.4%healthcare
9.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.8% | 7.3% | ||
16.9% | 11.9% | ||
5.5% | 6.8% | ||
19.4% | 15.2% |
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 24.9% over a period of 2 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 4/23/2024 is ₹15.48 with the total AUM as of 4/24/2024 is ₹350.471. 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 ₹1000 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 39.8% 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)?
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 ₹1000. 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 0.91% for regular plan.