UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option
Expense Ratio: 0.91
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: BSE Low Volatility TRI
Inception: 14-02-2022
Exit Load: Nil
Fund Size:₹567.90 Cr
Performance
1Y
Fund-4.23%
Cat. Avg.1.75%
2Y
Fund-3.00%
Cat. Avg.2.72%
3Y
Fund9.26%
Cat. Avg.10.69%
5Y
FundN/A
Cat. Avg.10.71%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund12.44%
Cat. Avg.6.89%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | EQ - HDFC BANK LIMITED | 18.69 | 4.00% |
| 2 | EQ - PIDILITE INDUSTRIES LTD. | 18.24 | 3.90% |
| 3 | EQ - ICICI BANK LTD | 17.71 | 3.79% |
| 4 | EQ - SHREE CEMENT LTD. | 16.83 | 3.60% |
| 5 | EQ - HINDUSTAN UNILEVER LTD | 16.53 | 3.54% |
| 6 | EQ - MARICO LTD | 16.47 | 3.52% |
| 7 | EQ - ULTRATECH CEMENT LTD. | 16.38 | 3.50% |
| 8 | EQ - BHARTI AIRTEL LTD. | 16.08 | 3.44% |
| 9 | EQ - NTPC LTD. | 15.88 | 3.40% |
| 10 | EQ - ITC LTD. | 15.85 | 3.39% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59014 | -1.6% | -3.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.3% | -1.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.86 L. | +3.1% | +2.0% |
| SI | 07 Mar, 22 | 2.65 L. | 3.12 L. | +17.7% | +7.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 95774 | -4.2% | -4.2% |
| 2Y | 16 Jul, 24 | 1 L. | 94098 | -5.9% | -3.0% |
| 3Y | 17 Jul, 23 | 1 L. | 1.30 L. | +30.0% | +9.1% |
| SI | 07 Mar, 22 | 1 L. | 1.67 L. | +66.8% | +12.5% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.