UTI BSE Low Volatility Index Fund Growth

UTI BSE Low Volatility Index Fund Growth

+9.23%
3Y annualised
-0.20% 1D
1M
6M
1Y
3Y
All
NAV: 16 Jul '26
₹16.07
Min. for SIP
₹500
Fund size (AUM)
₹479.19 Cr
Expense ratio
0.95%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,199
+1.33%
6 months₹30,000₹30,351
+1.17%
1 year₹60,000₹59,326
-1.12%
3 years₹1,80,000₹1,86,939
+3.85%

Holdings (31)

NameSectorInstrumentsAssets
Pidilite Industries LtdMaterialsEquity4.51%
HDFC Bank LtdFinancialEquity4.07%
ICICI Bank LtdFinancialEquity4.03%
Nestle India LtdConsumer StaplesEquity3.77%
Marico LtdConsumer StaplesEquity3.73%
Shree Cement LtdMaterialsEquity3.68%
Apollo Hospitals Enterprise LtdHealthcareEquity3.65%
Asian Paints LtdMaterialsEquity3.57%
Grasim Industries LtdMaterialsEquity3.53%
Cipla LtdHealthcareEquity3.47%
Larsen & Toubro LtdIndustrialsEquity3.45%
Ultratech Cement LtdMaterialsEquity3.42%
Hindustan Unilever LtdConsumer StaplesEquity3.40%
Titan Company LtdConsumer DiscretionaryEquity3.34%
Bharti Airtel LtdTechnologyEquity3.33%
Maruti Suzuki India LtdConsumer DiscretionaryEquity3.29%
Sun Pharmaceutical Industries LtdHealthcareEquity3.29%
ITC LtdConsumer StaplesEquity3.15%
ACC LtdMaterialsEquity3.15%
Dr. Reddy's Laboratories LtdHealthcareEquity3.12%
SBI Life Insurance Company LtdFinancialEquity3.12%
NTPC LtdEnergy & UtilitiesEquity3.05%
State Bank of IndiaFinancialEquity3.04%
Coal India LtdMaterialsEquity2.99%
Reliance Industries LtdEnergy & UtilitiesEquity2.97%
HDFC Life Insurance Co LtdFinancialEquity2.96%
Dabur India LtdConsumer StaplesEquity2.83%
Britannia Industries LtdConsumer StaplesEquity2.79%
United Breweries LtdConsumer StaplesEquity2.57%
Tata Consultancy Services LtdTechnologyEquity2.50%
Net Current AssetsUnspecifiedNet Current Assets0.23%
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
Name6M1Y3YAll
Fund returns-5.0%-4.2%+9.2%+11.5%
Category average (Equity Large & MidCap)--+0.9%+17.5%--
Rank (Equity Large & MidCap)--7429--

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

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 ₹3,93,467 Cr and the Latest NAV as of 16 Jul 2026 is ₹16.07. The UTI BSE Low Volatility Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. ;

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₹3,93,467.45 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,