UTI BSE Low Volatility Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

UTI BSE Low Volatility Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹453 Cr

Lock In Period

N/A

Expense Ratio

0.95

Exit Load

Nil

Benchmark

BSE Low Volatility Total Return

UTI BSE Low Volatility Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-6.30-2.296.39
6M-1.431.8837.51
1Y-9.712.1753.39
3Y5.2610.81201.13

Portfolio Analysis

  • Equity: 99.61%
  • Debt: 0.38%
  • Others
As on: 2026-08-31
View allocation % by

1. GRASIM INDUSTRIES LTD.3.82%
2. ULTRATECH CEMENT LTD.3.53%
3. SHREE CEMENT LTD.3.49%
4. ACC LTD3.06%

1. SUN PHARMACEUTICALS INDUSTRIES3.49%
2. CIPLA LTD.3.39%
3. DR REDDYS LABORATORIES LTD.2.71%

1. ICICI BANK LTD4.29%
2. HDFC BANK LIMITED3.65%

1. NESTLE INDIA LTD.3.99%
2. BRITANNIA INDUSTRIES LTD.2.87%

1. SBI LIFE INSURANCE COMPANY LTD3.11%
2. HDFC LIFE INSURANCE COMPANY LI2.83%

1. HINDUSTAN UNILEVER LTD3.23%
2. DABUR INDIA LTD.2.60%

1. PIDILITE INDUSTRIES LTD.4.70%

1. TITAN COMPANY LTD.3.91%

1. APOLLO HOSPITALS ENTERPRISE LT3.76%

1. MARICO LTD3.74%

1. ASIAN PAINTS (INDIA) LTD.3.52%

1. LARSEN & TOUBRO LTD.3.38%

1. BHARTI AIRTEL LTD.3.32%

1. MARUTI SUZUKI INDIA LTD.3.17%

1. STATE BANK OF INDIA3.17%

1. RELIANCE INDUSTRIES LTD.2.98%

1. TATA CONSULTANCY SERVICES LTD.2.93%

1. ITC LTD.2.84%

1. NTPC LTD.2.83%

1. COAL INDIA LTD.2.76%

1. UNITED BREWERIES LTD.2.54%
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About Fund UTI BSE Low Volatility Index Fund Growth

UTI BSE Low Volatility Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹453 Crore. The fund benchmarks its performance against the BSE Low Volatility Total Return while maintaining an expense ratio of 0.95. Under the expert guidance of Sharwan Kumar Goyal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sharwan Kumar Goyal

Mr. Sharwan Kumar Goyal holds B.Com, CFA and MMS. He began his career with UTI in June 2006 and has 12 years of overall experience in Risk / portfolio management. Presently he is working as Fund Manager for Overseas Investment.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
DSP Nifty Private Bank ETF Growth0782 CR
Kotak Nifty 50 Index Fund Growth01,156 CR0.38
UTI BSE Low Volatility Index Fund Growth0452 CR0.95
HDFC Silver ETF Growth08,312 CR0.58
Axis Silver ETF Growth02,068 CR0.42
Fund Name1Y3Y
This FundDSP Nifty Private Bank ETF Growth1.345817.2862
This FundKotak Nifty 50 Index Fund Growth-7.410417.3217
This FundUTI BSE Low Volatility Index Fund Growth-8.369217.3837
This FundHDFC Silver ETF Growth53.4026199.5158
This FundAxis Silver ETF Growth53.9436200.6906

UTI BSE Low Volatility Index Fund Growth FAQs

UTI BSE Low Volatility Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI BSE Low Volatility Index Fund Growth is 0.95. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI BSE Low Volatility Index Fund Growth’s fund performance is as follows:
  • 1 Month : -6.30%
  • 6 Months : -1.43%
  • 1 Year : -9.71%
  • 3 Years : 5.26%
Returns of UTI BSE Low Volatility Index Fund Growth are updated daily based on NAV of ₹ 14.8005 as on Oct 01,2026. Since inception, the return has been 16.63%.

You can invest in UTI BSE Low Volatility Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI BSE Low Volatility Index Fund Growth is ₹453 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI BSE Low Volatility Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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