SKG
Sharwan Kumar GoyalFund Manager Since 7 Mar 2022
EquityIndex Funds
UTI BSE Low Volatility Index Fund Direct Growth
3Y Annualised
18.71%
0.52% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.43%
0.52% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years
NIFTY 50
4 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹556.29 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Nifty India Defence Index Fund Direct Payout Inc Dist cum Cap Wdrl
28.75%
2nd
Aditya Birla Sun Life Nifty India Defence Index Fund Direct Growth
28.74%
3rd
Motilal Oswal Nifty India Defence Index Fund Direct Growth
28.72%
4th
Aditya Birla Sun Life Nifty India Defence Index Fund Regular Payout Inc Dist cum Cap Wdrl
28.66%
5th
Aditya Birla Sun Life Nifty India Defence Index Fund Regular Growth
28.66%
781st
UTI BSE Low Volatility Index Fund Direct Growth
3.43%
Fund Managers
AJ
Ayush JainFund Manager Since 2 May 2022
About UTI BSE Low Volatility Index Fund Direct Growth
UTI BSE Low Volatility Index Fund Direct Growth is a Equity mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 3 years, having been launched on 2022-03-07. UTI BSE Low Volatility Index Fund Direct Growth has ₹556.29 Cr worth of assets under management (AUM) as of Tue May 27 2025. The latest Net Asset Value (NAV) of UTI BSE Low Volatility Index Fund Direct Growth as of Mon May 26 2025 is ₹16.7058. The fund has an expense ratio of 0.45%, which is medium comparable to most other Equity funds.
UTI BSE Low Volatility Index Fund Direct Growth returns for the last 1 year are 4.31%. Since launch, it has delivered 18.63% average annual returns.
The UTI BSE Low Volatility Index Fund Direct Growth has the majority of its money invested in Consumer Cyclical, Consumer Defensive, Financial Services, Healthcare sectors.
Top 5 Holdings of UTI BSE Low Volatility Index Fund Direct Growth.
- MRF Ltd: 4.26%
- Nestle India Ltd: 3.89%
- ICICI Bank Ltd: 3.84%
- Sun Pharmaceuticals Industries Ltd: 3.81%
- HDFC Bank Ltd: 3.72%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2022-03-07 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI BSE Low Volatility Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
What is the current NAV of UTI BSE Low Volatility Index Fund Direct Growth?
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How to Redeem UTI BSE Low Volatility Index Fund Direct Growth?
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