UTI BSE Low Volatility Index Fund Direct Growth

Equity
Large & MidCap
Very High Risk
1M
6M
1Y
All
NAV: 11 Feb 2025₹15.66
Min. SIP amount₹500
RatingNA
Fund size₹550.42Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Absolute returns
3M6M1YAll
Fund returns-3.2%-6.5%3.3%60.3%
Category averageNANA4.7%NA
Rank with in category21828NA
Understand terms

Holdings (31)

NameSectorInstrumentAssets
HealthcareEquity3.95%
FinancialEquity3.95%
CommunicationEquity3.74%
TextilesEquity3.73%
Consumer StaplesEquity3.70%
FinancialEquity3.68%
FinancialEquity3.68%
FinancialEquity3.65%
Consumer StaplesEquity3.60%
AutomobileEquity3.59%
Consumer StaplesEquity3.58%
Consumer StaplesEquity3.52%
FinancialEquity3.49%
HealthcareEquity3.47%
TechnologyEquity3.43%
TechnologyEquity3.42%
HealthcareEquity3.42%
Consumer DiscretionaryEquity3.27%
ConstructionEquity3.19%
EnergyEquity3.15%
ChemicalsEquity3.11%
AutomobileEquity3.10%
HealthcareEquity3.08%
Consumer StaplesEquity2.97%
TechnologyEquity2.91%
Consumer StaplesEquity2.90%
ChemicalsEquity2.89%
AutomobileEquity2.87%
InsuranceEquity2.42%
Consumer StaplesEquity2.40%
ServicesEquity0.13%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Exit load is zero

Cons

Higher expense ratio: 0.45%
1Y annualised returns lower than category average by 3.49%

Expense ratio, exit load and tax

Expense ratio: 0.45%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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