Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 56/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)6.75%
- Expense ratio (20%)0.51%
- AUM (15%)₹453 Cr
Not investment advice — an analytical read of public fund data. Methodology →
UTI Mutual Fund · Equity · Large & MidCap
₹15.57
AUM: ₹452 Cr
NAV updated 2 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.51%
Exit Load
Nil
Fund Manager
Sharwan Kumar Goyal
Inception
Mar 2022
Benchmark
BSE Low Volatility Total Return Index
Sharpe Ratio
-1.07
Std Dev (1Y)
11.75%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-4.75%
3m
-4.75%
6m
+0.79%
1y
-7.57%
3y
+6.75%
5y
—
10y
—
since inception
+11.11%
TopFund's Take on UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option sits in the middle of the pack for Large & MidCap funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 56/100.
Cost: At 0.51%, the expense ratio is meaningfully cheaper — about 43% below the Large & MidCap category average of 0.89% (based on 290 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.07 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 11.75% is on the lower side for a Large & MidCap fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option is ₹15.57. NAV is updated every business day after market close by AMFI.
1Y: -7.57% · 3Y CAGR: 6.75%
The expense ratio of UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option is 0.51% per annum. This is the annual fee charged by the fund to manage your investment.
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option is managed by Sharwan Kumar Goyal at UTI Mutual Fund.
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option is ₹453 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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