UTI BSE Low Volatility Index Fund Growth

UTI BSE Low Volatility Index Fund Growth

+13.24%
3Y annualised
-1.74% 1D
1M
6M
1Y
3Y
All
NAV: 13 Mar '26
₹15.55
Min. for SIP
Not Supported
Fund size
₹531.61 Cr
Expense ratio
0.90%

Holdings (30)

NameSectorInstrumentsAssets
State Bank of IndiaFinancialEquity4.67%
AIA Engineering Ltd.Metals & MiningEquity4.05%
Axis Bank Ltd.FinancialEquity3.99%
Nestle India Ltd.Consumer StaplesEquity3.83%
ICICI Bank Ltd.FinancialEquity3.70%
Titan Company Ltd.Consumer DiscretionaryEquity3.70%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.63%
HDFC Bank Ltd.FinancialEquity3.55%
Pidilite Industries Ltd.ChemicalsEquity3.53%
Coal India Ltd.EnergyEquity3.41%
Marico Ltd.Consumer StaplesEquity3.35%
Reliance Industries Ltd.EnergyEquity3.32%
MRF Ltd.AutomobileEquity3.30%
SBI Life Insurance Company Ltd.InsuranceEquity3.29%
Dr. Reddy's Laboratories Ltd.HealthcareEquity3.24%
Maruti Suzuki India Ltd.AutomobileEquity3.22%
ITC Ltd.Consumer StaplesEquity3.20%
Britannia Industries Ltd.Consumer StaplesEquity3.18%
Ultratech Cement Ltd.ConstructionEquity3.16%
Bharti Airtel Ltd.CommunicationEquity3.12%
Asian Paints Ltd.ChemicalsEquity3.11%
Hindustan Unilever Ltd.Consumer StaplesEquity3.11%
Dabur India Ltd.Consumer StaplesEquity3.11%
Grasim Industries Ltd.ConstructionEquity3.09%
Procter & Gamble Hygiene and Health Care Ltd.Consumer StaplesEquity3.03%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.96%
Tata Consultancy Services Ltd.TechnologyEquity2.89%
Shree Cement Ltd.ConstructionEquity2.83%
HDFC Life Insurance Co Ltd.InsuranceEquity2.79%
ACC Ltd.ConstructionEquity2.60%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns-7.3%+4.9%+13.2%+11.6%
Category average (Equity Large & MidCap)-0.3%+0.9%+17.5%--
Rank (Equity Large & MidCap)--5438--

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

Name1Y3YFund Size(Cr)
Bandhan Large & Mid Cap Fund Growth
Bandhan Large & Mid Cap Fund Growth
+10.97%+21.63%14,780.40
UTI Large & Mid Cap Fund Plan Growth
UTI Large & Mid Cap Fund Plan Growth
+10.19%+20.41%5,723.94
ICICI Prudential Large & Mid Cap Fund Growth
ICICI Prudential Large & Mid Cap Fund Growth
+8.56%+19.09%28,505.90
Nippon India Vision Large & Mid Cap Growth
Nippon India Vision Large & Mid Cap Growth
+8.03%+18.82%6,962.81
SBI Large & Midcap Fund Growth
SBI Large & Midcap Fund Growth
+12.82%+16.63%38,765.94
Compare

Fund management

About UTI BSE Low Volatility Index Fund Growth

UTI BSE Low Volatility Index Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,96,376 Cr and the Latest NAV as of 13 Mar 2026 is ₹15.55. The UTI BSE Low Volatility Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. ;

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₹3,96,376.13 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mail--
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,