UTI BSE Low Volatility Index Fund Direct Growth

Equity
Large & MidCap
Very High Risk
01234567890123456789.01234567890123456789%
3Y annualised
-1.31% 1D
1M
6M
1Y
3Y
All
NAV: 04 Apr 2025₹15.37
Min. SIP amount₹500
Rating3
Fund size₹518.31Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
6 months
1 year
3 years
Total investment of ₹0
Would have become ₹0 (-0.00%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-2.0%14.1%14.9%
Category averageNA-1.4%13.3%NA
Rank with in categoryNA2916NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
FinancialEquity4.19%
FinancialEquity4.04%
FinancialEquity4.01%
FinancialEquity4.00%
FinancialEquity3.93%
HealthcareEquity3.85%
CommunicationEquity3.85%
HealthcareEquity3.83%
Consumer StaplesEquity3.74%
AutomobileEquity3.71%
TextilesEquity3.60%
Consumer StaplesEquity3.43%
Consumer StaplesEquity3.40%
HealthcareEquity3.40%
Consumer StaplesEquity3.31%
TechnologyEquity3.28%
HealthcareEquity3.24%
EnergyEquity3.19%
ConstructionEquity3.13%
TechnologyEquity3.10%
Consumer DiscretionaryEquity3.08%
ChemicalsEquity3.07%
AutomobileEquity3.06%
Consumer StaplesEquity2.96%
ChemicalsEquity2.92%
Consumer StaplesEquity2.91%
AutomobileEquity2.83%
TechnologyEquity2.66%
InsuranceEquity2.23%
Consumer StaplesEquity1.99%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Exit load is zero
3Y annualised returns higher than category average by 0.71%

Cons

Higher expense ratio: 0.45%
1Y annualised returns lower than category average by 0.62%

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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