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UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option

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NAV
₹ 16.2988 ₹ -0.05 (-0.33 %)
as on 19-06-2025
Asset Size (AUM)
563.92 Cr
Launch Date
Mar 03, 2022
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 can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Minimum Investment 1000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Mar 03, 2022
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17.33

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
0.91%
Volatility
14.63 %
Fund House
UTI Mutual Fund
Fund Manager
Mr. Sharwan Kumar Goyal FM 1,Mr. Ayush Jain FM 2,Not Applicable FM 3,Not Applicable FM 4
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 1000.0 (plus in multiples of Rs. 1000.0)

Entry Load
Not applicable
Exit Load
Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFD
Fund₹ 10036
FD₹ 10600
Performance

Scheme Performance (%)

Data as on - 19-06-2025
Created with Highcharts 4.1.4ReturnsUTI BSE Low Volatility Index Fund - Regular Plan - Growth OptionNifty 100 Low Volatility 30 TRIIndex FundYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesUTI BSE Low Volatility Index Fund - Regular Plan - Growth OptionNifty 100 Low Volatility 30 TRIIndex Fund2016201720182019202020212022202320242025-505101520253035
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000120,6526521.19
Benchmark---
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 03-03-2022 0.36 17.11 19.57 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 19.0 0.0 0.0 0.0 0.0
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth 26-04-2024 15.15 0.0 0.0 0.0 0.0
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 13.51 0.0 0.0 0.0 0.0
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 12.61 22.82 28.1 0.0 0.0
Portfolio Analysis
Portfolio as on 31-05-2025
Sector Allocation
SectorAllocation (%)
Financial Services20.8
Fast Moving Consumer Goods17.47
Healthcare13.26
Consumer Durables9.33
Information Technology9
Automobile and Auto Components7.29
Chemicals6.69
Construction Materials6.13
Oil, Gas & Consumable Fuels3.45
Telecommunication3.33
Capital Goods3.14
N/A0.11
Portfolio Holdings
CompanyHoldings (%)
MRF LIMITED EQ4.33
Nestle India Ltd3.86
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.85
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.71
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 13.71
Dr. Reddys Laboratories Ltd3.69
SBI LIFE INSURANCE COMPANY LIMITED EQ3.61
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 13.53
ITC LIMITED EQ NEW FV RE.1/-3.51
PIDILITE INDUSTRIES LIMITED EQ NEW FV RE.1/-3.49
HDFC LIFE INSURANCE COMPANY LIMITED EQ3.46
RELIANCE INDUSTRIES LIMITED EQ3.45
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-3.44
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.33
TITAN COMPANY LIMITED EQ NEW Re.1/-3.27
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-3.22
PI INDUSTRIES LIMITED EQ NEW FV Re.1/-3.2
SBI CARDS AND PAYMENT SERVICES LIMITED EQ3.16
AIA ENGINEERING LIMITED EQ NEW RE.2/-3.14
ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-3.13
SHREE CEMENT LIMITED EQ3.13
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-3.07
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-3.04
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-3.01
GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/-3
MARUTI SUZUKI INDIA LIMITED EQ2.96
RELAXO FOOTWEARS LIMITED EQ NEW FV RE. 1/-2.93
ABBOTT INDIA LIMITED EQ2.91
INFOSYS LIMITED EQ FV RS 52.89
DABUR INDIA LIMITED EQ F.V. RE.12.86
NET CURRENT ASSETS0.09
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesFast Moving Consumer GoodsHealthcareConsumer DurablesInformation TechnologyAutomobile and Auto ComponentsChemicalsConstruction MaterialsOil, Gas & Consumable FuelsOthers
Portfolio Holdings
Created with Highcharts 4.1.4MRF LIMITED EQNestle India LtdICICI BANK LIMITED EQ NEW FV RS. 2/-HDFC BANK LIMITED EQ NEW FV RE. 1/-BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1Dr. Reddys Laboratories LtdSBI LIFE INSURANCE COMPANY LIMITED EQHINDUSTAN UNILEVER LIMITED EQ F.V. RS 1ITC LIMITED EQ NEW FV RE.1/-Others