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UTI Mutual Fund · Index Fund
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option
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.
EquityBenchmark · BSE Low Volatility TRITER · 0.93%Inception · 03-03-2022
NAV
₹16.13
-0.41% · as of 13-07-2026
Since inception
12.55%
CAGR
Benchmark (inception)
16.98%
CAGR
Fund size
₹486 Cr
AUM
Expense ratio
0.93%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +12.55% CAGR vs benchmark +16.98%.
Portfolio
Where the money is invested
Top holdings
PIDILITE INDUSTRIES LIMITED EQ NEW FV RE.1/-4.24%
Nestle India Ltd3.85%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.83%
SHREE CEMENT LIMITED EQ3.72%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.72%
MARICO LIMITED NEW EQ RE.13.70%
ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-3.65%
GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/-3.59%
ULTRATECH CEMENT LIMITED EQ3.51%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 13.47%
Sector allocation
Fast Moving Consumer Goods22.60%
Financial Services16.78%
Construction Materials14.17%
Healthcare13.06%
Consumer Durables6.77%
Oil, Gas & Consumable Fuels6.20%
Chemicals4.24%
Construction3.42%
Power3.33%
Telecommunication3.32%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.6% p.a.₹10,000
10 years
Projected value
₹24,00,995
Invested: ₹12,00,000
Gained: ₹12,00,995
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Sharwan Kumar Goyal & Mr. Ayush Jain, Mr. Sharwan Kumar Goyal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149880
ISIN (Growth)
INF789F1AVE5
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Index Fund funds
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Motilal Oswal Nifty Mid Small FInancial Services Index Fund Reg Gr
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+19.1%
3Y
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Motilal Oswal Nifty Capital Market Index Fund Reg Gr
₹13.01
1Y
+18.9%
3Y
+0.0%
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+0.0%
Tata Nifty Capital Markets Index Fund Reg Gr
₹14.88
1Y
+18.6%
3Y
+0.0%
5Y
+0.0%
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