UTI BSE Low Volatility Index Fund · Regular · Growth
NAV
₹15.9604
as of 17 Jun 2026
Expense Ratio
0.90%
AUM
₹531 Cr
Lumpsum returns (CAGR)
- 1Y
- -2.75%
- 3Y
- +10.21%
- 5Y
- —
- Since Inception
- +11.51%
SIP returns (XIRR)
- 1Y
- -4.43%
- 3Y
- +2.96%
- 5Y
- —
- Since Inception
- +7.57%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹25,500
Invested
₹28,930
Value today
6.0%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,550
Value today
10.8%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹8,92,581
Value today
-4.0%
vs lumpsum
Direct lumpsum would have beaten STP by 4.0% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.46
Sharpe Ratio
—
Alpha
—
Beta
-0.44
Sortino
11.92%
Std Dev
-13.91%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Cement & Cement Products13.00%
- Banks11.00%
- Pharmaceuticals & Biotechnology10.00%
- Food Products7.00%
- Insurance7.00%
- Diversified FMCG7.00%
- Consumer Durables6.00%
- Agricultural Food & other Products4.00%
- Chemicals & Petrochemicals4.00%
- Automobiles3.00%
- Personal Products3.00%
- Telecom - Services3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Investment Objective
UTI BSE Low Volatility Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
UTI BSE Low Volatility Index Fund · Regular · Growth is a Index Fund mutual fund offered by UTI Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹531 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE Low Volatility TRI. The current expense ratio is 0.90%.
Who Should Invest?
- •Aggressive investors comfortable with significant short-term volatility
- •Investors with a long-term horizon of 7+ years who can ride out market cycles
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations