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Fund Overview of UTI Bse Low Volatility Index Fund Regular - Growth
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₹563.9 CrAUM
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₹17.14NAV
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0.91%Expense Ratio
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EquityFund Category
Returns of UTI Bse Low Volatility Index Fund Regular - Growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.58% | NA | 2.80% |
| 6 Months | 9.83% | NA | 12.07% |
| 1 Year | -3.50% | -3.50% | -3.06% |
| 2 Years | 30.76% | 14.35% | 20.08% |
| 3 Years | 57.66% | 16.39% | 19.56% |
Asset Allocation
equities
99.97%other assets or cash equivalents
0.03%UTI Bse Low Volatility Index Fund Regular - Growth is one Equity mutual fund offered by UTI Mutual Fund. Launched on 03 Mar 2022, the fund aims Capital growth in tune with the index returns. Passive investment in equity instruments comprised in S&P BSE Low Volatility Index. It manages assets worth ₹563.9 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.91%. Fund Manager Manager Education Fund Manager Manager EducationAbout UTI Bse Low Volatility Index Fund Regular - Growth
The portfolio allocation consists of 99.97% in equities, 0.03% in other assets or cash equivalents. Managed by Sharwan Kumar Goyal, it has delivered a return of -3.50% in the last year, a total return since inception of 15.09%.
Key Metrics of UTI Bse Low Volatility Index Fund Regular - Growth
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Standard Deviation12.53%
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Sharpe Ratio0.65%
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Alpha1.35%
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Beta0.90%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Quant Large And Mid Cap Fund Direct-growth  |
₹3,651 | 0.98% | 5.49% | 1.67% | 17.16% | 23.72% |
| Quant Large And Mid Cap Fund-growth |
₹3,651 | 0.84% | 5.14% | 0.39% | 15.50% | 21.86% |
| Bank Of India Large & Mid Cap Fund Direct-bonus |
₹410 | 2.30% | 6.21% | 5.17% | 17.73% | 19.71% |
Canara Robeco Large And Mid Cap Fund Direct-growth  |
₹25,551 | -0.25% | 1.35% | 4.06% | 17.26% | 19.43% |
| Bank Of India Large & Mid Cap Fund Regular-bonus |
₹410 | 2.16% | 5.80% | 3.83% | 16.44% | 18.44% |
| Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth |
₹5,736 | 0.32% | 3.53% | 5.52% | 15.10% | 15.70% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from UTI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
UTI Nifty200 Momentum 30 Index Fund Regular - Growth
|
₹8,199 | 1.43% | 6.57% | 5.08% | -4.68% | 17.12% |
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UTI Nifty200 Momentum 30 Index Fund Direct - Growth
|
₹8,199 | 1.48% | 6.69% | 5.33% | -4.22% | 17.69% |
|
UTI Large & Mid Cap Fund Direct-growth
|
₹4,865 | 2.90% | 5.91% | 6.89% | 7.42% | 22.68% |
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UTI Large & Mid Cap Fund Regular Plan-growth
|
₹4,865 | 2.82% | 5.67% | 6.40% | 6.44% | 21.69% |
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UTI Nifty200 Quality 30 Index Fund Regular-growth
|
₹633 | 1.08% | 4.04% | 3.44% | 0.49% | - |
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UTI Nifty200 Quality 30 Index Fund Direct-growth
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₹633 | 1.11% | 4.15% | 3.70% | 1.04% | - |
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UTI Bse Low Volatility Index Fund Direct - Growth
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₹564 | 1.54% | 3.79% | 4.41% | 7.54% | 15.56% |
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UTI Nifty Alpha Low-volatility 30 Index Fund Direct-growth
|
₹80 | 0.16% | 2.80% | 1.94% | - | - |
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UTI Nifty Alpha Low-volatility 30 Index Fund Regular-growth
|
₹80 | 0.13% | 2.71% | 1.70% | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Canara Robeco Large And Mid Cap Fund Direct-growth |
₹25,551 | ₹298.05 | 17.26% | 19.43% | 16.71% |
| Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth |
₹5,736 | ₹1,026.84 | 15.10% | 15.70% | 13.42% |
| Quant Large And Mid Cap Fund Direct-growth |
₹3,651 | ₹127.80 | 17.16% | 23.72% | 17.20% |
| Quant Large And Mid Cap Fund-growth |
₹3,651 | ₹116.22 | 15.50% | 21.86% | 16.23% |
| ICICI Prudential Nifty 200 Momentum 30 Etf - Growth |
₹571 | ₹32.74 | 17.26% | - | - |
| Bank Of India Large & Mid Cap Fund Direct-bonus |
₹410 | ₹54.46 | 17.73% | 19.71% | 14.38% |
| Bank Of India Large & Mid Cap Fund Regular-bonus |
₹410 | ₹91.37 | 16.44% | 18.44% | 13.08% |
| Aditya Birla Sun Life Nifty 200 Momentum 30 Etf-growth |
₹46 | ₹32.56 | 17.39% | - | - |
| Aditya Birla Sun Life Nifty 200 Quality 30 Etf-growth |
₹28 | ₹22.18 | 14.59% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Mrf Ltd | Consumer Discretionary | 4.57% | ₹25.77 Cr |
| Itc Ltd | Consumer Staples | 4.27% | ₹24.30 Cr |
| Itc Ltd | Consumer Staples | 4.27% | ₹24.30 Cr |
| Itc Ltd | Consumer Staples | 4.22% | ₹23.65 Cr |
| Hdfc Bank Ltd | Financial | 3.93% | ₹22.35 Cr |
| Hdfc Bank Ltd | Financial | 3.93% | ₹22.35 Cr |
| Icici Bank Ltd | Financial | 3.91% | ₹22.06 Cr |
| Hdfc Bank Ltd | Financial | 3.91% | ₹21.92 Cr |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | 3.88% | ₹21.78 Cr |
| Britannia Industries Ltd | Consumer Staples | 3.85% | ₹21.72 Cr |
| Hdfc Bank Ltd | Financial | 3.82% | ₹21.52 Cr |
| Nestle India Ltd | Consumer Staples | 3.76% | ₹21.35 Cr |
| Nestle India Ltd | Consumer Staples | 3.76% | ₹21.35 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 3.76% | ₹21.20 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 3.71% | ₹20.94 Cr |
| Icici Bank Ltd | Financial | 3.72% | ₹20.86 Cr |
| Mrf Ltd | Consumer Discretionary | 3.66% | ₹20.83 Cr |
| Mrf Ltd | Consumer Discretionary | 3.66% | ₹20.83 Cr |
| State Bank Of India | Financial | 3.63% | ₹20.63 Cr |
| State Bank Of India | Financial | 3.63% | ₹20.63 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.63% | ₹20.49 Cr |
| Icici Bank Ltd | Financial | 3.59% | ₹20.43 Cr |
| Icici Bank Ltd | Financial | 3.59% | ₹20.43 Cr |
| Nestle India Ltd | Consumer Staples | 3.59% | ₹20.24 Cr |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | 3.55% | ₹20.19 Cr |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | 3.55% | ₹20.19 Cr |
| Axis Bank Ltd | Financial | 3.54% | ₹20.14 Cr |
| Axis Bank Ltd | Financial | 3.54% | ₹20.14 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.53% | ₹20.04 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.53% | ₹20.04 Cr |
| Pidilite Industries Ltd | Materials | 3.57% | ₹20.01 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 3.56% | ₹19.98 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 3.51% | ₹19.95 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 3.51% | ₹19.95 Cr |
| Pi Industries Ltd | Materials | 3.52% | ₹19.86 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 3.49% | ₹19.82 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 3.49% | ₹19.82 Cr |
| Nestle India Ltd | Consumer Staples | 3.52% | ₹19.72 Cr |
| Mrf Ltd | Consumer Discretionary | 3.50% | ₹19.65 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.48% | ₹19.60 Cr |
| State Bank Of India | Financial | 3.49% | ₹19.57 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 3.47% | ₹19.56 Cr |
| Aia Engineering Ltd | Industrials | 3.43% | ₹19.50 Cr |
| Aia Engineering Ltd | Industrials | 3.43% | ₹19.50 Cr |
| Itc Ltd | Consumer Staples | 3.43% | ₹19.35 Cr |
| Pidilite Industries Ltd | Materials | 3.40% | ₹19.35 Cr |
| Pidilite Industries Ltd | Materials | 3.40% | ₹19.35 Cr |
| Bharti Airtel Ltd | Technology | 3.39% | ₹19.29 Cr |
| Bharti Airtel Ltd | Technology | 3.39% | ₹19.29 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 3.43% | ₹19.26 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 3.42% | ₹19.18 Cr |
| Bharti Airtel Ltd | Technology | 3.40% | ₹19.18 Cr |
| Tata Consultancy Services Ltd | Technology | 3.33% | ₹18.94 Cr |
| Tata Consultancy Services Ltd | Technology | 3.33% | ₹18.94 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.35% | ₹18.90 Cr |
| Axis Bank Ltd | Financial | 3.36% | ₹18.84 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 3.34% | ₹18.82 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.34% | ₹18.73 Cr |
| Asian Paints Ltd | Materials | 3.27% | ₹18.62 Cr |
| Asian Paints Ltd | Materials | 3.27% | ₹18.62 Cr |
| Aia Engineering Ltd | Industrials | 3.32% | ₹18.62 Cr |
| Asian Paints Ltd | Materials | 3.29% | ₹18.57 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 3.26% | ₹18.55 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 3.26% | ₹18.55 Cr |
| Abbott India Ltd | Healthcare | 3.26% | ₹18.39 Cr |
| Britannia Industries Ltd | Consumer Staples | 3.27% | ₹18.35 Cr |
| Shree Cement Ltd | Materials | 3.27% | ₹18.34 Cr |
| Tata Consultancy Services Ltd | Technology | 3.25% | ₹18.23 Cr |
| Shree Cement Ltd | Materials | 3.22% | ₹18.18 Cr |
| Titan Company Ltd | Consumer Discretionary | 3.19% | ₹18.13 Cr |
| Titan Company Ltd | Consumer Discretionary | 3.19% | ₹18.13 Cr |
| Grasim Industries Ltd | Materials | 3.21% | ₹18.10 Cr |
| Grasim Industries Ltd | Materials | 3.18% | ₹18.08 Cr |
| Grasim Industries Ltd | Materials | 3.18% | ₹18.08 Cr |
| Pidilite Industries Ltd | Materials | 3.20% | ₹18.02 Cr |
| Bharti Airtel Ltd | Technology | 3.20% | ₹17.96 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.14% | ₹17.85 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.14% | ₹17.85 Cr |
| Coal India Ltd | Materials | 3.17% | ₹17.79 Cr |
| Asian Paints Ltd | Materials | 3.17% | ₹17.76 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 3.16% | ₹17.74 Cr |
| Ultratech Cement Ltd | Materials | 3.13% | ₹17.59 Cr |
| Britannia Industries Ltd | Consumer Staples | 3.09% | ₹17.55 Cr |
| Britannia Industries Ltd | Consumer Staples | 3.09% | ₹17.55 Cr |
| Grasim Industries Ltd | Materials | 3.13% | ₹17.55 Cr |
| Dabur India Ltd | Consumer Staples | 3.10% | ₹17.49 Cr |
| Coal India Ltd | Materials | 3.06% | ₹17.41 Cr |
| Coal India Ltd | Materials | 3.06% | ₹17.41 Cr |
| Shree Cement Ltd | Materials | 3.06% | ₹17.38 Cr |
| Shree Cement Ltd | Materials | 3.06% | ₹17.38 Cr |
| Acc Ltd | Materials | 3.06% | ₹17.38 Cr |
| Acc Ltd | Materials | 3.06% | ₹17.38 Cr |
| Marico Ltd | Consumer Staples | 3.05% | ₹17.35 Cr |
| Marico Ltd | Consumer Staples | 3.05% | ₹17.35 Cr |
| Titan Company Ltd | Consumer Discretionary | 3.06% | ₹17.23 Cr |
| Acc Ltd | Materials | 3.06% | ₹17.18 Cr |
| Marico Ltd | Consumer Staples | 3.05% | ₹17.09 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 3.00% | ₹17.05 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 3.00% | ₹17.05 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 3.03% | ₹17.00 Cr |
| Relaxo Footwears Ltd | Consumer Discretionary | 3.01% | ₹16.99 Cr |
| Dabur India Ltd | Consumer Staples | 3.02% | ₹16.96 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 3.00% | ₹16.94 Cr |
| Ultratech Cement Ltd | Materials | 2.97% | ₹16.87 Cr |
| Ultratech Cement Ltd | Materials | 2.97% | ₹16.87 Cr |
| Sbi Life Insurance Company Ltd | Financial | 2.97% | ₹16.66 Cr |
| Titan Company Ltd | Consumer Discretionary | 2.96% | ₹16.60 Cr |
| Dabur India Ltd | Consumer Staples | 2.91% | ₹16.54 Cr |
| Dabur India Ltd | Consumer Staples | 2.91% | ₹16.54 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.89% | ₹16.43 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.89% | ₹16.43 Cr |
| Bajaj Finserv Ltd | Financial | 2.88% | ₹16.24 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.88% | ₹16.15 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 2.84% | ₹16.15 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 2.84% | ₹16.15 Cr |
| Aia Engineering Ltd | Industrials | 2.78% | ₹15.65 Cr |
| Infosys Ltd | Technology | 2.77% | ₹15.62 Cr |
| Sbi Cards & Payments Services Ltd | Financial | 2.75% | ₹15.49 Cr |
| Hcl Technologies Ltd | Technology | 2.70% | ₹15.21 Cr |
| Tata Consultancy Services Ltd | Technology | 2.67% | ₹15.06 Cr |
| Net Current Assets | Unspecified | 0.27% | ₹1.54 Cr |
| Net Current Assets | Unspecified | 0.05% | ₹0.29 Cr |
| Net Current Assets | Unspecified | 0.03% | ₹0.17 Cr |
| Net Current Assets | Unspecified | 0.03% | ₹0.17 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant Large And Mid Cap Fund Direct-growth |
₹127.80 | 17.16% | 23.72% | - |
| Quant Large And Mid Cap Fund-growth |
₹116.22 | 15.50% | 21.86% | - |
| Bank Of India Large & Mid Cap Fund Direct-bonus |
₹54.46 | 17.73% | 19.71% | - |
| Canara Robeco Large And Mid Cap Fund Direct-growth |
₹298.05 | 17.26% | 19.43% | - |
| Bank Of India Large & Mid Cap Fund Regular-bonus |
₹91.37 | 16.44% | 18.44% | - |
| Aditya Birla Sun Life Large & Mid Cap Fund Direct -growth |
₹1,026.84 | 15.10% | 15.70% | - |
growth is based on 5Y returns of the funds
UTI Bse Low Volatility Index Fund Regular - Growth
What is the current AUM of UTI Bse Low Volatility Index Fund Regular - Growth?
As of Thu Jul 31, 2025, UTI Bse Low Volatility Index Fund Regular - Growth manages assets worth ₹563.9 crore
How has UTI Bse Low Volatility Index Fund Regular - Growth performed recently?
- 3 Months: -1.58%
- 6 Months: 9.83%
What is the long-term performance of UTI Bse Low Volatility Index Fund Regular - Growth?
- 3 Years CAGR: 16.39%
- Since Inception: 15.09%
What is the portfolio composition of UTI Bse Low Volatility Index Fund Regular - Growth?
Equity: 99.97%, Others: 0.03%.
Who manages UTI Bse Low Volatility Index Fund Regular - Growth?
UTI Bse Low Volatility Index Fund Regular - Growth is managed by Sharwan Kumar Goyal from UTI Mutual Fund.
What is the market-cap allocation of UTI Bse Low Volatility Index Fund Regular - Growth?
Large Cap: 80.33%, Mid Cap: 19.67%.
Which are the top companies UTI Bse Low Volatility Index Fund Regular - Growth has invested in?
- MRF Ltd – 4.57% of the fund's portfolio
- ITC Ltd – 4.27% of the fund's portfolio
- ITC Ltd – 4.27% of the fund's portfolio
- ITC Ltd – 4.22% of the fund's portfolio
- HDFC Bank Ltd – 3.93% of the fund's portfolio
Which are the major sectors UTI Bse Low Volatility Index Fund Regular - Growth focuses on?
- Consumer Staples – 89.90% of the fund's portfolio
- Materials – 82.94% of the fund's portfolio
- Financial – 82.14% of the fund's portfolio
- Consumer Discretionary – 44.34% of the fund's portfolio
- Healthcare – 42.17% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
