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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)

₹479 Cr

Lock In Period

N/A

Expense Ratio

0.94

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(%)
1M0.97-0.4710.77
6M-5.001.5928.16
1Y-4.234.2093.65
3Y9.2612.66182.63

Portfolio Analysis

  • Equity: 99.77%
  • Debt: 0.23%
  • Others
As on: 2026-06-30
View allocation % by

1. SHREE CEMENT LTD.3.68%
2. GRASIM INDUSTRIES LTD.3.53%
3. ULTRATECH CEMENT LTD.3.42%
4. ACC LTD3.15%

1. CIPLA LTD.3.47%
2. SUN PHARMACEUTICALS INDUSTRIES3.29%
3. DR REDDYS LABORATORIES LTD.3.12%

1. HDFC BANK LIMITED4.07%
2. ICICI BANK LTD4.03%

1. NESTLE INDIA LTD.3.77%
2. BRITANNIA INDUSTRIES LTD.2.79%

1. HINDUSTAN UNILEVER LTD3.40%
2. DABUR INDIA LTD.2.83%

1. SBI LIFE INSURANCE COMPANY LTD3.12%
2. HDFC LIFE INSURANCE COMPANY LI2.96%

1. PIDILITE INDUSTRIES LTD.4.51%

1. MARICO LTD3.73%

1. APOLLO HOSPITALS ENTERPRISE LT3.65%

1. ASIAN PAINTS (INDIA) LTD.3.57%

1. LARSEN & TOUBRO LTD.3.45%

1. TITAN COMPANY LTD.3.34%

1. BHARTI AIRTEL LTD.3.33%

1. MARUTI SUZUKI INDIA LTD.3.29%

1. ITC LTD.3.15%

1. NTPC LTD.3.05%

1. STATE BANK OF INDIA3.04%

1. COAL INDIA LTD.2.99%

1. RELIANCE INDUSTRIES LTD.2.97%

1. UNITED BREWERIES LTD.2.57%

1. TATA CONSULTANCY SERVICES LTD.2.50%

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 ₹479 Crore. The fund benchmarks its performance against the BSE Low Volatility Total Return while maintaining an expense ratio of 0.94. 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
Axis Nifty 100 Index Fund Growth02,023 CR0.94
HDFC Nifty 100 Index Fund Growth0448 CR0.8
UTI BSE Low Volatility Index Fund Growth0479 CR0.94
Aditya Birla Sun Life Silver ETF Growth02,796 CR0.35
ICICI Prudential Silver ETF Growth013,863 CR0.4
Fund Name1Y3Y
This FundAxis Nifty 100 Index Fund Growth-2.790129.702
This FundHDFC Nifty 100 Index Fund Growth-2.63930.1314
This FundUTI BSE Low Volatility Index Fund Growth-4.226430.4289
This FundAditya Birla Sun Life Silver ETF Growth92.8858182.5365
This FundICICI Prudential Silver ETF Growth93.0125182.6284

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 0.94. 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 : 0.97%
  • 6 Months : -5.00%
  • 1 Year : -4.23%
  • 3 Years : 9.26%
Returns of UTI BSE Low Volatility Index Fund Growth are updated daily based on NAV of ₹ 16.0734 as on Jul 16,2026. Since inception, the return has been 30.43%.

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 ₹479 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.