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)

₹418 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-5.58-1.8013.45
6M-9.510.1821.70
1Y-14.481.6839.97
3Y4.909.95176.39

Portfolio Analysis

  • Equity: 95.21%
  • Debt: 0.32%
  • Others
As on: 2026-09-30
View allocation % by

1. ABBOTT INDIA LTD.3.62%
2. SUN PHARMACEUTICALS INDUSTRIES3.45%
3. LUPIN LTD.3.23%
4. ALKEM LABORATORIES LTD3.19%
5. CIPLA LTD.3.17%

1. HDFC BANK LIMITED3.38%
2. ICICI BANK LTD3.36%
3. KOTAK MAHINDRA BANK LTD.3.34%

1. SHREE CEMENT LTD.3.06%
2. ACC LTD2.88%
3. GRASIM INDUSTRIES LTD.2.87%

1. NTPC LTD.3.42%
2. TATA POWER COMPANY LTD.3.22%

1. SBI LIFE INSURANCE COMPANY LTD3.41%
2. HDFC LIFE INSURANCE COMPANY LI3.12%

1. BRITANNIA INDUSTRIES LTD.3.11%
2. NESTLE INDIA LTD.3.09%

1. PROCTER & GAMBLE HYGIENE & HEL3.08%
2. HINDUSTAN UNILEVER LTD3.05%

1. CASTROL INDIA LTD.4.94%

1. MARICO LTD3.65%

1. APOLLO HOSPITALS ENTERPRISE LT3.48%

1. ITC LTD.3.47%

1. BHARTI AIRTEL LTD.3.42%

1. POWER GRID CORPORATION OF INDI3.25%

1. RELIANCE INDUSTRIES LTD.3.10%

1. PIDILITE INDUSTRIES LTD.3.05%

1. COAL INDIA LTD.2.95%

1. UNITED BREWERIES LTD.2.85%
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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 ₹418 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

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 : -5.58%
  • 6 Months : -9.51%
  • 1 Year : -14.48%
  • 3 Years : 4.90%
Returns of UTI BSE Low Volatility Index Fund Growth are updated daily based on NAV of ₹ 14.576 as on Oct 26,2026. Since inception, the return has been 15.44%.

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 ₹418 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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