Q: What are the returns of UTI BSE Low Volatility Index Fund?

The UTI BSE Low Volatility Index Fund is a 3 yrs 2 m old fund and has delivered average annual returns of 18.25% since inception. UTI BSE Low Volatility Index Fund Returns 1-Year 3-Year Since Inception 3.87% 17.24% 18.25%

Question 1

What is the current NAV of UTI BSE Low Volatility Index Fund?

Accepted Answer

The current Net Asset Value (NAV) of the UTI BSE Low Volatility Index Fund - Direct Growth plan is approximately ₹16.3013 as of Apr 23, 2025.

Question 2

What are the returns of UTI BSE Low Volatility Index Fund?

Accepted Answer

The UTI BSE Low Volatility Index Fund is a 3 yrs 2 m old fund and has delivered average annual returns of 18.25% since inception.

UTI BSE Low Volatility Index Fund Returns

1-Year	3-Year	Since Inception
3.87%	17.24%	18.25%

Question 3

How much does UTI BSE Low Volatility Index Fund charge as the expense ratio?

Accepted Answer

The UTI BSE Low Volatility Index Fund - Direct Growth has an expense ratio of 0.45%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of UTI BSE Low Volatility Index Fund?

Accepted Answer

The UTI BSE Low Volatility Index Fund currently has assets under management (AUM) or fund size valued at approximately ₹534 Crs crore as of Mar 31, 2025.

Question 5

What are the top stock holdings of UTI BSE Low Volatility Index Fund?

Accepted Answer

The UTI BSE Low Volatility Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Nestle India Ltd.	3.84%
ICICI Bank Ltd.	3.8%
Sun Pharmaceutical Industries Ltd.	3.77%
MRF Ltd.	3.72%
HDFC Bank Ltd.	3.69%
ITC Ltd.	3.65%
Hindustan Unilever Ltd.	3.6%
Dr. Reddy's Laboratories Ltd.	3.57%
Britannia Industries Ltd.	3.52%
Asian Paints Ltd.	3.43%

Question 6

What are the top sectors UTI BSE Low Volatility Index Fund has invested in?

Accepted Answer

The UTI BSE Low Volatility Index Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Nestle India Ltd.	3.84%
ICICI Bank Ltd.	3.8%
Sun Pharmaceutical Industries Ltd.	3.77%
MRF Ltd.	3.72%
HDFC Bank Ltd.	3.69%
ITC Ltd.	3.65%
Hindustan Unilever Ltd.	3.6%
Dr. Reddy's Laboratories Ltd.	3.57%
Britannia Industries Ltd.	3.52%
Asian Paints Ltd.	3.43%

Question 7

What is the risk level of UTI BSE Low Volatility Index Fund?

Accepted Answer

This is a Factor fund comes with Very High risk.

Question 8

Is there any lock-in period in UTI BSE Low Volatility Index Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in UTI BSE Low Volatility Index Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for UTI BSE Low Volatility Index Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in UTI BSE Low Volatility Index Fund is complete.

Question 10

How can I redeem my investments in UTI BSE Low Volatility Index Fund?

Accepted Answer

Redeeming your investments in UTI BSE Low Volatility Index Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in UTI BSE Low Volatility Index Fund from anywhere else, you can go to the fund house website and put a request through it.

VRO rating	3
Expense ratio	0.45% as on Mar 31, 2025
Exit load	0%
AUM (Fund size)	₹534 Crs
Lock-in	No Lockin
Age	3 yrs 2 m since Feb 14, 2022
Benchmark	BSE Low Volatility TRI
Min. investment	SIP ₹500 & Lump. ₹5000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Period	This fund	Category average
1 month	3.66%	3.16%
3 months	2.35%	1.17%
6 months	-2.58%	-7.48%
1 year	3.87%	3.33%
3 years	17.24%	15.93%

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
UTI BSE Low Volatility Index Fund	N.A.	₹534 Crs	3 yrs 2 m	0.45%
DSP Nifty 50 Equal Weight Index Fund	N.A.	₹1,984 Crs	7 yrs 6 m	0.39%
Sundaram Nifty 100 Equal Weight Fund	N.A.	₹99 Crs	12 yrs 3 m	0.52%
Motilal Oswal BSE Enhanced Value Index Fund	N.A.	₹760 Crs	2 yrs 8 m	0.46%
Tata Nifty Midcap 150 Momentum 50 Index Fund	N.A.	₹753 Crs	2 yrs 6 m	0.4%
UTI NIFTY50 Equal Weight Index Fund	N.A.	₹94 Crs	1 yrs 11 m	0.61%

Fund name	1M	6M	1Y	3Y	5Y	10Y
UTI BSE Low Volatility Index Fund	3.66%	-2.58%	3.87%	17.24%	N.A.	N.A.
DSP Nifty 50 Equal Weight Index Fund	3.24%	-1.58%	8.53%	17.1%	27.98%	9.68%
Sundaram Nifty 100 Equal Weight Fund	3.44%	-2.98%	6.09%	16.26%	25.57%	11.65%
Motilal Oswal BSE Enhanced Value Index Fund	3.36%	-1.66%	2.66%	32.46%	18.37%	8.8%
Tata Nifty Midcap 150 Momentum 50 Index Fund	4.54%	-7.38%	5.54%	19.17%	11.1%	5.4%
UTI NIFTY50 Equal Weight Index Fund	3.21%	-1.69%	8.24%	12.11%	7.1%	3.49%

Fund name	Std. deviation	Beta	Sharpe	Sortino
UTI BSE Low Volatility Index Fund	13.51	0.86	0.69	1.07
DSP Nifty 50 Equal Weight Index Fund	15.0	1.04	0.62	1.04
Sundaram Nifty 100 Equal Weight Fund	16.29	1.12	0.55	0.94
Motilal Oswal BSE Enhanced Value Index Fund	N.A.	N.A.	N.A.	N.A.
Tata Nifty Midcap 150 Momentum 50 Index Fund	N.A.	N.A.	N.A.	N.A.
UTI NIFTY50 Equal Weight Index Fund	N.A.	N.A.	N.A.	N.A.

UTI BSE Low Volatility Index Fund Direct - Growth

Historical NAV & returns

UTI BSE Low Volatility Index Fund overview

UTI BSE Low Volatility Index Fund Returns calculator

Trailing returns as on Apr 22, 2025

Asset allocationas on Mar 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare UTI BSE Low Volatility Index Fund in detail with

About this fund

About UTI BSE Low Volatility Index Fund

Fund managers

Investment objective

UTI Mutual Fund details

More funds from UTI Mutual Fund

Frequently asked questions

UTI BSE Low Volatility Index Fund Returns

ET Money rank

Alpha	2.73 vs. 1.74 Higher outperformance against benchmark
Sharpe	0.69 vs. 1.24 Poor risk-adjusted returns
Beta	0.86 vs. 0.23 More sensitive to market's ups & downs
Standard deviation	13.51 vs. 3.86 More volatile performance

Fund AUM	₹534 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

No. of schemes	62 view all schemes
Total AUM	₹3,39,983 Crs as on Mar 31, 2025
Address	UTI Tower, Plot C-1, GN Block, Banrda Kurla Complex, Bandra (East) Mumbai, 400051
Phone	0263 2296993

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
UTI Transportation and Logistics Fund	N.A.	₹3,163 Crs	2.91%	32.66%
UTI Large & Mid Cap Fund	N.A.	₹4,101 Crs	15.03%	30.99%
UTI Mid Cap Fund	N.A.	₹10,649 Crs	8.34%	29.21%
UTI Infrastructure Fund	N.A.	₹2,097 Crs	4.9%	28.6%
UTI Value Fund	N.A.	₹9,455 Crs	15.82%	26.98%
UTI Banking and Financial Services Fund	N.A.	₹1,211 Crs	19.97%	26.71%

Sector	Percentage of Portfolio
Consumer Staples	17.78%
Financial	13.860000000000001%
Healthcare	13.729999999999999%
Materials	10.1%
Technology	9.59%
Automobile	6.65%
Insurance	6.51%
Chemicals	6.42%
Consumer Discretionary	5.87%
Communication	3.29%