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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.
Benchmark · BSE Low Volatility TRITER · 0.92%Inception · 03-03-2022
NAV
₹15.82
-1.37% · as of 29-05-2026
Since inception
12.43%
CAGR
Benchmark (inception)
16.92%
CAGR
Fund size
₹497 Cr
AUM
Expense ratio
0.92%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +12.43% CAGR vs benchmark +16.92%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.00%
PIDILITE INDUSTRIES LIMITED EQ NEW FV RE.1/-3.90%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.79%
SHREE CEMENT LIMITED EQ3.60%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 13.54%
MARICO LIMITED NEW EQ RE.13.52%
ULTRATECH CEMENT LIMITED EQ3.50%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.44%
NTPC LIMITED EQ3.40%
ITC LIMITED EQ NEW FV RE.1/-3.39%
Sector allocation
Fast Moving Consumer Goods23.12%
Financial Services17.54%
Construction Materials13.41%
Healthcare12.89%
Oil, Gas & Consumable Fuels6.60%
Consumer Durables6.36%
Chemicals3.90%
Telecommunication3.44%
Power3.40%
Construction3.13%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.4% p.a.₹10,000
10 years
Projected value
₹23,83,802
Invested: ₹12,00,000
Gained: ₹11,83,802
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
ICICI Prudential NASDAQ 100 Index Fund Gr
₹24.64
1Y
+57.4%
3Y
+34.1%
5Y
+0.0%
Motilal Oswal S&P 500 Index Reg Gr
₹32.06
1Y
+42.0%
3Y
+27.1%
5Y
+18.5%
Motilal Oswal Nifty Capital Market Index Fund Reg Gr
₹12.88
1Y
+31.1%
3Y
+0.0%
5Y
+0.0%
Tata Nifty Capital Markets Index Fund Reg Gr
₹14.74
1Y
+30.6%
3Y
+0.0%
5Y
+0.0%
Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr
₹14.28
1Y
+24.9%
3Y
+0.0%
5Y
+0.0%
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