• Mutual Funds
  • UTI Mutual Fund
  • UTI BSE Low Volatility Index Fund (Growth)

Formerly UTI S&P BSE Low Volatility Index Reg Gr

UTI Mutual Fund

UTI BSE Low Volatility Index Fund (Growth)

EquityIndex Funds

16.2927

NAV (Jun 12)

26.1%
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

16.2927

NAV (Jun 12)

Fund Returns

Last 1Y
39.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
23.9%
6 Month CAGR
19.2%

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
0.91
Launched (2y ago)
Mar 07, 2022
AUM in Crores
377.418
ISIN
INF789F1AVE5
Lock-in
No Lock-in
Benchmark
BSE Low Volatility TR INR
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

Sharwan Kumar Goyal

Fund Manager

Ayush Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI BSE Low Volatility Index Fund (Growth)70%21,15,315 13,82,70339.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-12

Top Stock Holdings

honeywell automation india ltd

4.4%
4.4%

bharti airtel ltd

3.9%
3.9%

icici bank ltd

3.8%
3.8%

maruti suzuki india ltd

3.8%
3.8%

itc ltd

3.7%
3.7%
See all holdings

Allocation by Sector

consumer defensive

27%
27%

basic materials

17%
17%

consumer cyclical

16.1%
16.1%

financial services

13.8%
13.8%

healthcare

9%
9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 230,654 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
phone-img022-62278000
Fund NameScripbox Opinion
Till Date CAGR

5.7%

6.9%

6%

7.3%

5.7%

6.8%

14.8%

12.1%

17.8%

15.3%

UTI BSE Low Volatility Index Fund (G) Review

UTI BSE Low Volatility Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 26.1% over a period of 2 years. The fund was previously known as UTI S&P BSE Low Volatility Index Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Ayush Jain, Sharwan Kumar Goyal.

Nav of UTI BSE Low Volatility Index Fund (G) as of 6/12/2024 is ₹16.29 with the total AUM as of 6/13/2024 is ₹377.418. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI 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 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 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 BSE Low Volatility TR INR.

UTI BSE Low Volatility Index Fund (G) is rated as a 0 fund in Equity and delivered 39.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI BSE Low Volatility Index Fund (G).

Frequently Asked Questions

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

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

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

You can invest in UTI 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 BSE Low Volatility Index Fund (G)?

The minimum sip amount for UTI BSE Low Volatility Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

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

As per Scripbox experts, UTI BSE Low Volatility Index Fund (G) is a Not Reviewed Yet fund. You can investUTI 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 BSE Low Volatility Index Fund (G)?

The expense ratio of the UTI BSE Low Volatility Index Fund (G) is 0.91% for regular plan.