• Home
  • Mutual Funds
  • 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

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹467 Cr

Lock In Period

N/A

Expense Ratio

0.9

Benchmark

BSE Low Volatility Total Return

Exit Load

Nil

Summary

Latest details for UTI BSE Low Volatility Index Fund Growth include a ₹16.0592 NAV as of Apr 22,2026 and returns since inception of 45.20%. Minimum investments start at SIP ₹500. The UTI BSE Low Volatility Index Fund Growth AUM is ₹467 Cr, with a lock-in of N/A years, expense ratio of 0.9%, and benchmark BSE Low Volatility Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 4.45% returns, against a category average of 0.37% and a category best of 19.17%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.450.3719.17
6M-5.230.8761.10
1Y0.984.55159.29
3Y13.2413.17224.97

Portfolio Analysis

  • Equity: 99.98%
  • Debt: 0.02%
  • Others
As on: 2026-03-31
View allocation % by

1. SHREE CEMENT LTD.3.60%
2. ULTRATECH CEMENT LTD.3.50%
3. ACC LTD3.19%
4. GRASIM INDUSTRIES LTD.3.12%

1. SUN PHARMACEUTICALS INDUSTRIES3.33%
2. CIPLA LTD.3.11%
3. DR REDDYS LABORATORIES LTD.3.10%

1. HDFC BANK LIMITED4.00%
2. ICICI BANK LTD3.79%

1. SBI LIFE INSURANCE COMPANY LTD3.37%
2. HDFC LIFE INSURANCE COMPANY LI3.26%

1. NESTLE INDIA LTD.3.38%
2. BRITANNIA INDUSTRIES LTD.3.16%

1. HINDUSTAN UNILEVER LTD3.54%
2. DABUR INDIA LTD.2.95%

1. PIDILITE INDUSTRIES LTD.3.90%

1. MARICO LTD3.52%

1. BHARTI AIRTEL LTD.3.44%

1. NTPC LTD.3.40%

1. ITC LTD.3.39%

1. APOLLO HOSPITALS ENTERPRISE LT3.35%

1. RELIANCE INDUSTRIES LTD.3.31%

1. COAL INDIA LTD.3.29%

1. TITAN COMPANY LTD.3.21%

1. UNITED BREWERIES LTD.3.18%

1. ASIAN PAINTS (INDIA) LTD.3.15%

1. LARSEN & TOUBRO LTD.3.13%

1. STATE BANK OF INDIA3.12%

1. TATA CONSULTANCY SERVICES LTD.3.11%

1. MARUTI SUZUKI INDIA LTD.3.08%

About Fund

UTI BSE Low Volatility Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹467 Crore. The fund benchmarks its performance against the BSE Low Volatility Total Return while maintaining an expense ratio of 0.9. 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
This FundAditya Birla Sun Life Nifty 50 ETF Growth02866.33 CR0.04
This FundICICI Prudential Nifty 50 ETF Growth036877.34 CR0.02
This FundUTI BSE Low Volatility Index Fund Growth0467.41 CR0.9
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundAditya Birla Sun Life Nifty 50 ETF Growth3.010444.2066
This FundICICI Prudential Nifty 50 ETF Growth2.983944.2386
This FundUTI BSE Low Volatility Index Fund Growth0.982445.1977
This FundKotak Silver ETF Growth155.5388224.0972
This FundICICI Prudential Silver ETF Growth156.1729224.9749

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 0.9. 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 : 4.45%
  • 6 Months : -5.23%
  • 1 Year : 0.98%
  • 3 Years : 13.24%
Returns of UTI BSE Low Volatility Index Fund Growth are updated daily based on NAV of ₹ 16.0592 as on Apr 22,2026. Since inception, the return has been 45.20%.

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 ₹467 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.
Min Inv Amount: ₹500