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)

486 Cr

Lock In Period

N/A

Expense Ratio

0.93

Exit Load

Nil

Benchmark

BSE Low Volatility Total Return

Summary

UTI BSE Low Volatility Index Fund Growth NAV is ₹16.0262 as of 27 Jun, 2026. UTI BSE Low Volatility Index Fund Growth has delivered 35.41% returns since its launch. The minimum SIP investment amount in UTI BSE Low Volatility Index Fund Growth is ₹500. The AUM of UTI BSE Low Volatility Index Fund Growth is ₹486 Cr. The expense ratio of the fund is 0.93%, and its benchmark is BSE Low Volatility Total Return. The current exit load of the fund is Nil. In the last 1M months, UTI BSE Low Volatility Index Fund Growth has delivered -0.23% returns.

UTI BSE Low Volatility Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.23-0.489.17
6M-5.860.8936.03
1Y-3.343.36105.31
3Y10.6311.75210.43

Portfolio Analysis

  • Equity: 99.77%
  • Debt: 0.24%
  • Others
As on: 2026-05-31
View allocation % by

1. SHREE CEMENT LTD.3.72%
2. GRASIM INDUSTRIES LTD.3.59%
3. ULTRATECH CEMENT LTD.3.51%
4. ACC LTD3.35%

1. CIPLA LTD.3.35%
2. SUN PHARMACEUTICALS INDUSTRIES3.21%
3. DR REDDYS LABORATORIES LTD.3.03%

1. HDFC BANK LIMITED3.83%
2. ICICI BANK LTD3.72%

1. NESTLE INDIA LTD.3.85%
2. BRITANNIA INDUSTRIES LTD.2.84%

1. HINDUSTAN UNILEVER LTD3.47%
2. DABUR INDIA LTD.3.00%

1. SBI LIFE INSURANCE COMPANY LTD3.26%
2. HDFC LIFE INSURANCE COMPANY LI3.09%

1. PIDILITE INDUSTRIES LTD.4.24%

1. MARICO LTD3.70%

1. ASIAN PAINTS (INDIA) LTD.3.65%

1. APOLLO HOSPITALS ENTERPRISE LT3.47%

1. LARSEN & TOUBRO LTD.3.42%

1. NTPC LTD.3.33%

1. BHARTI AIRTEL LTD.3.32%

1. ITC LTD.3.18%

1. COAL INDIA LTD.3.14%

1. TITAN COMPANY LTD.3.12%

1. MARUTI SUZUKI INDIA LTD.3.09%

1. RELIANCE INDUSTRIES LTD.3.06%

1. STATE BANK OF INDIA2.88%

1. TATA CONSULTANCY SERVICES LTD.2.79%

1. UNITED BREWERIES LTD.2.56%

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 ₹486 Crore. The fund benchmarks its performance against the BSE Low Volatility Total Return while maintaining an expense ratio of 0.93. 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 Name1Y3Y
This FundMotilal Oswal BSE Low Volatility Index Fund Growth-3.607134.2627
This FundAditya Birla Sun Life Nifty 200 Quality 30 ETF Growth-3.737334.3472
This FundUTI BSE Low Volatility Index Fund Growth-3.338435.4125
This FundICICI Prudential Silver ETF Growth104.7736210.2352
This FundAxis Silver ETF Growth104.255210.4286

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 0.93. 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 : -0.23%
  • 6 Months : -5.86%
  • 1 Year : -3.34%
  • 3 Years : 10.63%
Returns of UTI BSE Low Volatility Index Fund Growth are updated daily based on NAV of ₹ 16.0262 as on Jun 25,2026. Since inception, the return has been 35.41%.

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 ₹486 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.