UTI S&P BSE Low Volatility Index Fund Regular Growth

Other
Index
Very High Risk
1M
6M
1Y
All
NAV: 23 Mar 2023₹10.72
Min. SIP amountNot Supported
RatingNA
Fund size₹124.10Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other Index
Absolute returns
3M6M1YAll
Fund returns6.2%14.1%NA11.8%
Category averageNANA0.2%NA
Rank with in category1414NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
Indian Railway Finance Corporation Ltd.FinancialEquity5.3%
Britannia Industries Ltd.Consumer StaplesEquity4.4%
Nestle India Ltd.Consumer StaplesEquity4.1%
Power Finance Corporation Ltd.FinancialEquity3.9%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity3.9%
Castrol India Ltd.EnergyEquity3.8%
ITC Ltd.Consumer StaplesEquity3.7%
Tata Consultancy Services Ltd.TechnologyEquity3.6%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.6%
Alkem Laboratories Ltd.HealthcareEquity3.5%
See All

Expense ratio, exit load and tax

Expense ratio: 0.90%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Sharwan Kumar Goyal
Feb 2022 - Present
View details

Education
Mr.Goyal is B.Com, CFA and MMS.
Experience
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
Website
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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