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UTI BSE Low Volatility Index Fund Direct Growth
+6.23%
3Y annualised
+0.58% 1D
NAV: 16 Sep '26
₹15.60
Min. for SIP
₹500
Fund size (AUM)
₹452.64 Cr
Expense ratio
0.51%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,412 | -3.92% | |
| 6 months | ₹30,000 | ₹29,007 | -3.31% | |
| 1 year | ₹60,000 | ₹56,480 | -5.87% | |
| 3 years | ₹1,80,000 | ₹1,74,780 | -2.90% |
Holdings (31)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Pidilite Industries Ltd | Materials | Equity | 4.70% |
| ICICI Bank Ltd | Financial | Equity | 4.29% |
| Nestle India Ltd | Consumer Staples | Equity | 3.99% |
| Titan Company Ltd | Consumer Discretionary | Equity | 3.91% |
| Grasim Industries Ltd | Materials | Equity | 3.82% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 3.76% |
| Marico Ltd | Consumer Staples | Equity | 3.74% |
| HDFC Bank Ltd | Financial | Equity | 3.65% |
| Ultratech Cement Ltd | Materials | Equity | 3.53% |
| Asian Paints Ltd | Materials | Equity | 3.52% |
| Shree Cement Ltd | Materials | Equity | 3.49% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 3.49% |
| Cipla Ltd | Healthcare | Equity | 3.39% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.38% |
| Bharti Airtel Ltd | Technology | Equity | 3.32% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 3.23% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 3.17% |
| State Bank of India | Financial | Equity | 3.17% |
| SBI Life Insurance Company Ltd | Financial | Equity | 3.11% |
| ACC Ltd | Materials | Equity | 3.06% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.98% |
| Tata Consultancy Services Ltd | Technology | Equity | 2.93% |
| Britannia Industries Ltd | Consumer Staples | Equity | 2.87% |
| ITC Ltd | Consumer Staples | Equity | 2.84% |
| NTPC Ltd | Energy & Utilities | Equity | 2.83% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 2.83% |
| Coal India Ltd | Materials | Equity | 2.76% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 2.71% |
| Dabur India Ltd | Consumer Staples | Equity | 2.60% |
| United Breweries Ltd | Consumer Staples | Equity | 2.54% |
| Net Current Assets | Unspecified | Net Current Assets | 0.38% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -2.1% | -8.7% | +6.2% | +10.3% |
| Category average (Equity Large & MidCap) | -- | +0.9% | +17.5% | -- |
| Rank (Equity Large & MidCap) | -- | 66 | 17 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +5.26% | +21.44% | 12,387.43 | |
 | +6.16% | +21.07% | 20,159.10 | |
 | +2.28% | +16.73% | 21,020.50 | |
 | -1.70% | +13.86% | 33,591.78 | |
 | -2.45% | +13.37% | 7,903.50 | |
| Compare | ||||
Fund management
SKGSharwan Kumar GoyalFeb 2022 - PresentView details
SKG
Sharwan Kumar Goyal
Feb 2022 - Present
View details
AJAyush JainMay 2022 - PresentView details
AJ
Ayush Jain
May 2022 - Present
View details
LKLokesh KulthiaJun 2026 - PresentView details
LK
Lokesh Kulthia
Jun 2026 - Present
View details
About UTI BSE Low Volatility Index Fund Direct Growth
UTI BSE Low Volatility Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Sharwan Kumar Goyal is the Current Fund Manager of UTI BSE Low Volatility Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,09,225 Cr and the Latest NAV as of 16 Sep 2026 is ₹15.60.
The UTI BSE Low Volatility Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000.
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Investment Objective
The scheme seeks 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.
Fund benchmarkBSE Low Volatility Total Return Index
Fund house
Rank (total assets)#8 in India
Total AUM₹4,09,224.68 Cr
Date of Incorporation14 Nov 2002
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,