UTI BSE Low Volatility Index Fund - Growth - Regular Plan

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  • Net Change on 25-02-2025

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE Low Volatility Index - TRI -3.59 -5.21 N/A N/A N/A -9.00
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 0.32 12.81 15.85 0.88 2,039.81
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 1.03 20.04 22.61 1.00 1,981.68
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 1.34 11.00 14.10 0.92 1,680.51
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 -5.43 17.18 22.49 1.04 796.09
Motilal Oswal Nifty Bank Index - Regular Plan Sep 06, 2019 3.74 9.92 9.26 1.00 585.68

Fund Holdings as on 31-January-2025

  • EQ - SUN PHARMACEUTICALS INDUSTRIES

  • EQ - ICICI BANK LTD

  • EQ - BHARTI AIRTEL LTD.

  • EQ - PAGE INDUSTRIES

  • EQ - NESTLE INDIA LTD.

  • EQ - KOTAK MAHINDRA BANK LTD.

  • EQ - HDFC BANK LIMITED

  • EQ - SBI CARDS & PAYMENTS SERVICES

  • EQ - HINDUSTAN UNILEVER LTD

  • EQ - MARUTI SUZUKI INDIA LTD.

  • EQ - BRITANNIA INDUSTRIES LTD.

  • EQ - ITC LTD.

  • EQ - BAJAJ FINSERV LTD.

  • EQ - DR REDDYS LABORATORIES LTD.

  • EQ - TATA CONSULTANCY SERVICES LTD.

  • EQ - INFOSYS LTD.

  • EQ - APOLLO HOSPITALS ENTERPRISE LT

  • EQ - TITAN COMPANY LTD.

  • EQ - GRASIM INDUSTRIES LTD.

  • EQ - RELIANCE INDUSTRIES LTD.

  • EQ - PIDILITE INDUSTRIES LTD.

  • EQ - MRF LTD.

  • EQ - ABBOTT INDIA LTD.

  • EQ - DABUR INDIA LTD.

  • EQ - TATA ELXSI LTD.

  • EQ - TATA CONSUMER PRODUCTS LTD

  • EQ - ASIAN PAINTS (INDIA) LTD.

  • EQ - BOSCH LTD.

  • EQ - STAR HEALTH & ALLIED INSURANCE

  • EQ - RELAXO FOOTWEARS LTD

  • EQ - ITC HOTELS LTD.

  • NET CURRENT ASSETS

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Consumer Food

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Textile

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Cigarettes/Tobacco

  • Finance - Investment

  • Hospital & Healthcare Services

  • Diamond & Jewellery

  • Diversified

  • Refineries

  • Chemicals

  • Tyres & Allied

  • Tea/Coffee

  • Paints

  • Auto Ancillary

  • Insurance

  • Footwear

  • Hotel, Resort & Restaurants

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About UTI BSE Low Volatility Index Fund

Scheme Analysis

UTI BSE Low Volatility Index Fund is a Index Funds - Other fund and belongs to UTI Mutual Fund. It was launched on 03-Mar-2022 and currently has an AUM of ₹550.42 crore. UTI BSE Low Volatility Index Fund is benchmarked against BSE Low Volatility Index - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of UTI BSE Low Volatility Index Fund ended down ₹0(0%)yesterday to ₹15.1404.

Among its top 3 holdings the fund has exposure to EQ - SUN PHARMACEUTICALS INDUSTRIES, and

The UTI BSE Low Volatility Index Fund is managed by Sharwan Kumar Goyal and Ayush Jain.

Fund House Contact

UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051

+91 (22) 66786666
service@uti.co.in
+91 (22) 66786503,56786578
www.utimf.com