UTI BSE Low Volatility Index Fund Regular-Growth
Equity, Thematic-Factor-based, Principal at very high risk
1 Year Return -13.47% at 30 Oct 2026 02:26 PM
UTI BSE Low Volatility Index Fund Regular-Growth: Mutual Fund Overview
UTI BSE Low Volatility Index Fund Regular-Growth is an Thematic-Factor-based mutual fund with over 4.66 years of performance history. The scheme manages an AUM of ₹417.81 Cr and has a NAV of ₹14.7143. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -13.47%.
Fund Details
NAV 14.7143
Sub-Type Thematic-Factor-based
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 4.66
Fund Size(in Crores) 417.81
Fund Performance
1 Month -1.9%
3 Month -9.89%
6 Month -8.47%
1 Year -13.47%
3 Year 5.7%
5 Year 0.0%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.21%) Market Cap Large Cap 64.71 Small Cap 13.75 Mid Cap 16.75 Top Sectors Consumer Staples 22.29 Healthcare 20.13 Energy 13 Materials 11.77 Financial 10.09 Chemicals 7.99 Insurance 6.53 Communication 3.42 Top Holding HDFC Bank 3.38 ACC 2.88 Cipla 3.17 Apollo Hospitals Enterprise 3.48 Procter & Gamble Hygiene and Health Care 3.08 Tata Power Company 3.22 Sun Pharmaceutical Industries 3.45 Lupin 3.23 Nestle India 3.09 Bharti Airtel 3.42 Alkem Laboratories 3.19 Coal India 2.95 HDFC Life Insurance 3.12 Pidilite Industries 3.05 Castrol India 4.94 SBI Life Insurance Company 3.41 Power Grid Corporation Of India 3.25 Kotak Mahindra Bank 3.34 Reliance Industries 3.1 Hindustan Unilever 3.05 Abbott India 3.62 Shree Cement 3.06 United Breweries 2.85 Britannia Industries 3.11 Grasim Industries 2.87 Marico 3.65 ICICI Bank 3.36 NTPC 3.42 ITC 3.47
Debt & Others (4.79%) Sector Allocation Net Current Assets 0.32 Real Estate Investment Trusts 4.47 Debt Credit Ratings Debt Category Others 0.32 Mindspace Business Parks REIT 4.47
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-Growth Ret 1M -2.62% Ret 1Y -2.06% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW Ret 1M -2.62% Ret 1Y -2.06% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-Growth Ret 1M -1.54% Ret 1Y -4.62% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-IDCW Ret 1M -1.54% Ret 1Y -4.62% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Angel One Nifty Total Market Momentum Quality 50 Index Fund Regular-Growth Ret 1M -2.16% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-Growth Ret 1M -2.08% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Payout Ret 1M -2.08% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Reinvestment Ret 1M -2.08% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M -1.83% Ret 1Y -7.77% Ret 3Y 7.57% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-IDCW Payout Ret 1M -1.83% Ret 1Y -7.77% Ret 3Y 7.57% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-IDCW Reinvestment Ret 1M -1.83% Ret 1Y -7.77% Ret 3Y 7.57% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.1%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Ayush Jain
Education Mr. Jain is B.Com, C.A and CFA (level 1).
Experience Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
Sharwan Kumar Goyal
Education Mr.Goyal is B.Com, CFA and MMS.
Experience He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Lokesh Kulthia
Education BCom (Hons), MBA (Finance), PGPFM
Experience Mr. Kulthia is associated with Equity Research team as a Manager since the year 2021. He joined UTI AMC as Assistance Manager at Dept of Sales. He has over 4 years of experience in the field of Research.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 99
Date of Incorporation 2022-03-03
Total AUM 389855.02
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
UTI BSE Low Volatility Index Fund Regular-Growth FAQs
How to invest in UTI BSE Low Volatility Index Fund Regular-Growth?
Investing in UTI BSE Low Volatility Index Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for UTI BSE Low Volatility Index Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of UTI BSE Low Volatility Index Fund Regular-Growth?
The term expense ratio for UTI BSE Low Volatility Index Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of UTI BSE Low Volatility Index Fund Regular-Growth is 1.1% as of 30 Oct 2026.
What is the NAV of UTI BSE Low Volatility Index Fund Regular-Growth?
The NAV of UTI BSE Low Volatility Index Fund Regular-Growth is ₹14.7143 as of 30 Oct 2026.
What is the AUM of UTI BSE Low Volatility Index Fund Regular-Growth?
The AUM (Assets Under Management) of UTI BSE Low Volatility Index Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of UTI BSE Low Volatility Index Fund Regular-Growth is ₹417.81 Cr as of 30 Oct 2026.
What is the PE and PB ratio of UTI BSE Low Volatility Index Fund Regular-Growth?
The PE ratio of UTI BSE Low Volatility Index Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in UTI BSE Low Volatility Index Fund Regular-Growth?
Yes, you can invest in UTI BSE Low Volatility Index Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of UTI BSE Low Volatility Index Fund Regular-Growth in the last 5 years?
The return of UTI BSE Low Volatility Index Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in UTI BSE Low Volatility Index Fund Regular-Growth?
The minimum SIP investment in UTI BSE Low Volatility Index Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For UTI BSE Low Volatility Index Fund Regular-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of UTI BSE Low Volatility Index Fund Regular-Growth?
The NAV of UTI BSE Low Volatility Index Fund Regular-Growth, as of 30 Oct 2026, is ₹14.7143.
Who manages the UTI BSE Low Volatility Index Fund Regular-Growth?
The fund managers responsible for UTI BSE Low Volatility Index Fund Regular-Growth are:
- Ayush Jain
- Sharwan Kumar Goyal
- Lokesh Kulthia