UTI BSE Low Volatility Index Fund Growth

UTI BSE Low Volatility Index Fund Growth

Equity
Large & MidCap
Very High Risk
+14.63%
3Y annualised
-0.80% 1D
1M
6M
1Y
3Y
All
NAV: 09 Jan '26
₹16.95
Min. SIP amount
Not Supported
Fund size
₹569.57 Cr
Expense ratio
0.90%

Holdings (31)

NameSectorInstrumentsAssets
AIA Engineering Ltd.Metals & MiningEquity4.15%
ITC Ltd.Consumer StaplesEquity4.02%
HDFC Bank Ltd.FinancialEquity3.87%
Nestle India Ltd.Consumer StaplesEquity3.73%
State Bank of IndiaFinancialEquity3.73%
Reliance Industries Ltd.EnergyEquity3.65%
Axis Bank Ltd.FinancialEquity3.58%
Asian Paints Ltd.ChemicalsEquity3.55%
Maruti Suzuki India Ltd.AutomobileEquity3.53%
ICICI Bank Ltd.FinancialEquity3.52%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.50%
MRF Ltd.AutomobileEquity3.49%
Tata Consultancy Services Ltd.TechnologyEquity3.43%
Pidilite Industries Ltd.ChemicalsEquity3.42%
Bharti Airtel Ltd.CommunicationEquity3.41%
Titan Company Ltd.Consumer DiscretionaryEquity3.38%
Procter & Gamble Hygiene and Health Care Ltd.Consumer StaplesEquity3.38%
SBI Life Insurance Company Ltd.InsuranceEquity3.21%
Britannia Industries Ltd.Consumer StaplesEquity3.13%
Dr. Reddy's Laboratories Ltd.HealthcareEquity3.12%
Marico Ltd.Consumer StaplesEquity3.12%
Coal India Ltd.EnergyEquity3.08%
Grasim Industries Ltd.ConstructionEquity3.05%
Hindustan Unilever Ltd.Consumer StaplesEquity3.00%
Dabur India Ltd.Consumer StaplesEquity2.95%
Ultratech Cement Ltd.ConstructionEquity2.87%
HDFC Life Insurance Co Ltd.InsuranceEquity2.85%
Shree Cement Ltd.ConstructionEquity2.82%
ACC Ltd.ConstructionEquity2.77%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.60%
Kwality Walls India Ltd.Consumer StaplesEquity0.05%
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-0.0%+6.1%+14.6%+14.7%
Category average (Equity Large & MidCap)-0.3%+0.9%+17.5%--
Rank (Equity Large & MidCap)--1739--

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

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.
Check past data

Compare similar funds

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 ₹4,00,535 Cr and the Latest NAV as of 09 Jan 2026 is ₹16.95. 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₹4,00,535.15 Cr
Date of Incorporation14 Nov 2002
Phone0263 2296993
E-mailNA
Launch Date14 Nov 2002
AddressUTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
CustodianNA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,