UTI BSE Low Volatility Index Fund Direct Growth

Equity
Large & MidCap
Very High Risk
1M
6M
1Y
All
NAV: 10 Jan 2025₹16.04
Min. SIP amount₹500
RatingNA
Fund size₹560.16Cr

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-7.9%-6.4%10.1%60.4%
Category averageNANA16.3%NA
Rank with in category343238NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
HealthcareEquity4.24%
FinancialEquity4.01%
TextilesEquity3.94%
HealthcareEquity3.93%
FinancialEquity3.81%
Consumer StaplesEquity3.78%
HealthcareEquity3.63%
CommunicationEquity3.62%
AutomobileEquity3.54%
HealthcareEquity3.48%
Consumer StaplesEquity3.45%
FinancialEquity3.44%
TechnologyEquity3.40%
TechnologyEquity3.40%
AutomobileEquity3.38%
Consumer StaplesEquity3.36%
Consumer StaplesEquity3.31%
AutomobileEquity3.15%
FinancialEquity3.13%
ChemicalsEquity3.12%
TechnologyEquity3.10%
FinancialEquity3.09%
ConstructionEquity3.09%
Consumer DiscretionaryEquity3.03%
EnergyEquity3.01%
ChemicalsEquity2.85%
Consumer StaplesEquity2.83%
Consumer StaplesEquity2.68%
InsuranceEquity2.63%
Consumer StaplesEquity2.57%
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 6.26%

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
Stock Holding Corp. of India Ltd.
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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