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OmniAsset › Mutual funds › UTI BSE Low Volatility Index Fund

UTI BSE Low Volatility Index Fund

Index Fund fund benchmarked to BSE Low Volatility TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202615.7264
CategoryIndex Fund
PlanRegular · Growth
Launched14 Feb 2022
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE Low Volatility TRI
Expense ratiodirect plan, a year0.95%
AUM₹238 Cr
Growth of ₹10,000₹16,3177 Mar 2022 to 2 Sep 2026
₹18,551₹16,395₹14,240₹12,084₹9,929Mar 2022Apr 2023Jun 2024Jul 2025Sep 2026
₹16,317 (+11.5% a year) UTI BSE Low Volatility Index Fund

Performance (trailing, annualised)

1Y annualised-5.39%
3Y annualised8.04%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,15,530-6.81%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,61,2660.23%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202329.36%
Calendar 202410.24%
Calendar 20257.66%

Rolling returns

Rolling 1Y · average181 windows since 8 Mar 202314.17%
Rolling 1Y · median9.72%
Rolling 1Y · worst window-9.05%
Rolling 1Y · best window43.00%
Rolling 1Y · windows positive79%
Rolling 3Y · average77 windows since 10 Mar 202514.15%
Rolling 3Y · median14.91%
Rolling 3Y · worst window8.30%
Rolling 3Y · best window19.90%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)11.35%
Downside deviation (3Y)8.00%
Maximum drawdown-18.38%

Management

Fund managerMr. Sharwan Kumar Goyal, Mr Ayush Jain, Mr. Lokesh Kulthia
Managing since1 Mar 2022

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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