- Mutual Funds
- UTI Mutual Fund
- UTI BSE Low Volatility Index Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.6599
NAV (Sep 13)
Fund Returns
Last 1Y | 37.5% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 25.2% |
6 Month CAGR | 15.7% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 0.91 |
Launched (0y ago) | 0.91 |
AUM in Crores | 517.8 |
ISIN | INF789F1AVE5 |
Lock-in | |
Benchmark | BSE Low Volatility Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI BSE Low Volatility Index Fund (G) | 20,10,233 | 12,77,621 | 37.5% | |
| 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
Honeywell Automation India Ltd.
4.2%ITC Ltd.
3.9%Hindustan Unilever Ltd.
3.8%Bharti Airtel Ltd.
3.8%Britannia Industries Ltd.
3.8%Allocation by Sector
Consumer Staples
27.694602%Financial
13.055191%Materials
10.642912%Automobile
9.78261%Healthcare
9.305544%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
UTI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.273% | 7.257% | ||
5.924% | 6.799% | ||
18.514% | 15.41% | ||
6.004% | 6.856% | ||
23.454% | 14.304% |
UTI BSE Low Volatility Index Fund (G) Review
UTI BSE Low Volatility Index Fund (G) is a Equity Equity fund and has delivered an annualised return of 25.158% over a period of 2 years. The fund is managed by UTI Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of UTI BSE Low Volatility Index Fund (G) as of 9/13/2024 is ₹17.66 with the total AUM as of 9/15/2024 is ₹517.8429. 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 2022-03-03. The category risk of the fund is null.
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 Total Return Index.
UTI BSE Low Volatility Index Fund (G) is rated as a null fund in Equity and delivered 37.514% 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)?
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 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.