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Fund Overview of UTI Bse Low Volatility Index Fund Direct-growth
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₹486.3 CrAUM
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₹16.28NAV
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0.48%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of UTI Bse Low Volatility Index Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.74% | NA | 2.80% |
| 6 Months | -5.41% | NA | 12.07% |
| 1 Year | -2.30% | -2.30% | -3.06% |
| 2 Years | -1.62% | -0.82% | 20.08% |
| 3 Years | 35.66% | 10.70% | 19.56% |
Compare UTI Bse Low Volatility Index Fund Direct-growth with other mutual funds in the same category
UTI Bse Low Volatility Index Fund Direct-growth
Motilal Oswal Large And Midcap Fund Direct-growth
Motilal Oswal Large And Midcap Fund Direct-idcw
Asset Allocation
equities
99.76%other assets or cash equivalents
0.24%UTI Bse Low Volatility Index Fund Direct-growth is one Equity mutual fund offered by UTI Mutual Fund. Launched on 03 Mar 2022, the fund aims Capital growth in tune with the index returns. Passive investment in equity instruments comprised in S&P BSE Low Volatility Index. It manages assets worth ₹486.3 crore as on Sun May 31, 2026. The expense ratio stands at 0.48%. Fund Manager Manager Education Fund Manager Manager EducationAbout UTI Bse Low Volatility Index Fund Direct-growth
The portfolio allocation consists of 99.76% in equities, 0.24% in other assets or cash equivalents.Managed by Sharwan Kumar Goyal, it has delivered a return of -2.30% in the last year, a total return since inception of 12.03%.
Choosing the right best sip plan has a key role in financial planning.
Key Metrics of UTI Bse Low Volatility Index Fund Direct-growth
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Standard Deviation14.12%
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Sharpe Ratio0.42%
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Alpha-0.60%
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Beta0.90%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Large And Midcap Fund Direct-growth  |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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UTI Nifty200 Momentum 30 Index Fund Regular-growth
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₹8,433 | 3.17% | 7.49% | 0.45% | -0.78% | 13.55% |
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UTI Nifty200 Momentum 30 Index Fund Direct-growth
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₹8,433 | 3.21% | 7.61% | 0.69% | -0.32% | 14.09% |
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UTI Large & Mid Cap Fund Regular Plan-growth
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₹5,964 | 1.48% | 5.66% | -1.22% | 2.80% | 18.28% |
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UTI Large & Mid Cap Fund Direct-growth
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₹5,964 | 1.56% | 5.90% | -0.77% | 3.75% | 19.31% |
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UTI Large & Mid Cap Fund Direct-idcw
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₹5,964 | 1.56% | 5.90% | -0.77% | 3.75% | 19.31% |
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UTI Large & Mid Cap Fund Regular Plan-idcw
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₹5,964 | 1.48% | 5.66% | -1.22% | 2.80% | 18.28% |
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UTI Nifty200 Quality 30 Index Fund Direct-growth
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₹562 | 1.06% | 6.74% | -3.67% | -1.67% | - |
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UTI Nifty200 Quality 30 Index Fund Regular-growth
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₹562 | 1.01% | 6.62% | -3.87% | -2.11% | - |
UTI Bse Low Volatility Index Fund Regular-growth
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₹486 | -0.15% | 1.63% | -5.63% | -2.75% | 10.19% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Mirae Asset Large & Midcap Fund Regular-growth |
₹42,792 | ₹153.22 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-growth |
₹42,792 | ₹173.90 | 15.52% | 13.23% | 17.71% |
| Mirae Asset Large & Midcap Fund Regular-idcw |
₹42,792 | ₹47.13 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-idcw |
₹42,792 | ₹81.54 | 15.52% | 13.23% | 17.71% |
| SBI Large & Midcap Fund-growth |
₹39,424 | ₹636.90 | 14.28% | 14.35% | 14.89% |
| SBI Large & Midcap Fund Direct Plan-growth |
₹39,424 | ₹696.08 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund Direct Plan-idcw |
₹39,424 | ₹362.81 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund-idcw |
₹39,424 | ₹287.74 | 14.28% | 14.35% | 14.89% |
| ICICI Prudential Large & Mid Cap Fund-growth |
₹30,147 | ₹1,015.04 | 17.69% | 17.55% | 15.55% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | ₹1,142.87 | 18.72% | 18.56% | 16.62% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Pidilite Industries Ltd | Materials | 4.24% | ₹20.60 Cr |
| Nestle India Ltd | Consumer Staples | 3.85% | ₹18.71 Cr |
| Hdfc Bank Ltd | Financial | 3.83% | ₹18.62 Cr |
| Shree Cement Ltd | Materials | 3.72% | ₹18.11 Cr |
| Icici Bank Ltd | Financial | 3.72% | ₹18.07 Cr |
| Marico Ltd | Consumer Staples | 3.70% | ₹18.00 Cr |
| Asian Paints Ltd | Materials | 3.65% | ₹17.76 Cr |
| Grasim Industries Ltd | Materials | 3.59% | ₹17.45 Cr |
| Ultratech Cement Ltd | Materials | 3.51% | ₹17.08 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 3.47% | ₹16.89 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.47% | ₹16.87 Cr |
| Larsen & Toubro Ltd | Industrials | 3.42% | ₹16.63 Cr |
| Acc Ltd | Materials | 3.35% | ₹16.28 Cr |
| Cipla Ltd | Healthcare | 3.35% | ₹16.28 Cr |
| Ntpc Ltd | Energy & Utilities | 3.33% | ₹16.20 Cr |
| Bharti Airtel Ltd | Technology | 3.32% | ₹16.14 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.26% | ₹15.88 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 3.21% | ₹15.59 Cr |
| Itc Ltd | Consumer Staples | 3.18% | ₹15.47 Cr |
| Coal India Ltd | Materials | 3.14% | ₹15.28 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund Direct-growth |
₹39.49 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹27.91 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹35.87 | 23.32% | 19.78% | - |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹25.47 | 23.32% | 19.78% | - |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹125.59 | 24.01% | 18.96% | - |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹53.49 | 24.01% | 18.96% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹1,142.87 | 18.72% | 18.56% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹53.39 | 18.72% | 18.56% | - |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹163.00 | 22.08% | 18.54% | - |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹36.26 | 22.08% | 18.54% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
UTI Bse Low Volatility Index Fund Direct-growth
What is the current AUM of UTI Bse Low Volatility Index Fund Direct-growth?
As of Sun May 31, 2026, UTI Bse Low Volatility Index Fund Direct-growth manages assets worth ₹486.3 crore
How has UTI Bse Low Volatility Index Fund Direct-growth performed recently?
- 3 Months: 1.74%
- 6 Months: -5.41%
What is the long-term performance of UTI Bse Low Volatility Index Fund Direct-growth?
- 3 Years CAGR: 10.70%
- Since Inception: 12.03%
What is the portfolio composition of UTI Bse Low Volatility Index Fund Direct-growth?
Equity: 99.76%, Others: 0.24%.
Who manages UTI Bse Low Volatility Index Fund Direct-growth?
UTI Bse Low Volatility Index Fund Direct-growth is managed by Sharwan Kumar Goyal from UTI Mutual Fund.
What is the market-cap allocation of UTI Bse Low Volatility Index Fund Direct-growth?
Large Cap: 83.63%, Mid Cap: 13.02%, Small Cap: 3.36%.
Which are the top companies UTI Bse Low Volatility Index Fund Direct-growth has invested in?
- Pidilite Industries Ltd – 4.24% of the fund's portfolio
- Nestle India Ltd – 3.85% of the fund's portfolio
- HDFC Bank Ltd – 3.83% of the fund's portfolio
- Shree Cement Ltd – 3.72% of the fund's portfolio
- ICICI Bank Ltd – 3.72% of the fund's portfolio
Which are the major sectors UTI Bse Low Volatility Index Fund Direct-growth focuses on?
- Materials – 25.20% of the fund's portfolio
- Consumer Staples – 14.20% of the fund's portfolio
- Financial – 10.81% of the fund's portfolio
- Healthcare – 10.02% of the fund's portfolio
- Industrials – 3.42% of the fund's portfolio
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