UTI BSE Low Volatility Index Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

UTI BSE Low Volatility Index Growth Direct Plan

NAV
₹15.8448
-1.74%
(13 Mar)
AUM
532 Cr
TER
0.44%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+26.0%
+18.4%
+12.3%
+8.4%
+5.4%
3Y
+32.3%
+25.1%
+25.1%
+23.4%
+13.8%
5Y
NA
NA
NA
NA
NA
ALL
+32.9%
+21.4%
+19.4%
+13.7%
+13.2%
VOL
20.3%
17.2%
14.5%
20.3%
10.9%
TER
0.4%
0.4%
0.4%
0.5%
0.4%
AUM
₹1,749 Cr
₹217 Cr
₹97 Cr
₹255 Cr
₹532 Cr
INFO
1.62
1.25
1.34
0.68
1.21
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
UTI BSE Low Volatility Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
State Bank of India
4.7%
AIA Engineering Ltd
4.0%
Axis Bank Ltd
4.0%
Nestle India Ltd
3.8%
ICICI Bank Ltd
3.7%
Titan Co Ltd
3.7%
Sun Pharmaceuticals Industries Ltd
3.6%
HDFC Bank Ltd
3.5%
Pidilite Industries Ltd
3.5%
Coal India Ltd
3.4%
Top industry exposure
Consumer Defensive
22.8%
Financial Services
22.0%
Basic Materials
18.3%
Consumer Cyclical
10.2%
Healthcare
9.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
58%
Lock-in period
-
Exit load
No exit load
Fund objective
The investment objective of the scheme is 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. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved
Fund manager(s)
Sharwan Goyal
Ayush Jain

FAQs