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-11.22%
Cat. Avg.-1.42%
2Y
Fund-7.00%
Cat. Avg.-0.02%
3Y
Fund5.24%
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund9.90%
Cat. Avg.5.09%
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
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Market Cap
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Top Sectors
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | EQ - PIDILITE INDUSTRIES LTD. | 21.59 | 4.51% |
| 2 | EQ - HDFC BANK LIMITED | 19.48 | 4.07% |
| 3 | EQ - ICICI BANK LTD | 19.33 | 4.03% |
| 4 | EQ - NESTLE INDIA LTD. | 18.07 | 3.77% |
| 5 | EQ - MARICO LTD | 17.87 | 3.73% |
| 6 | EQ - SHREE CEMENT LTD. | 17.64 | 3.68% |
| 7 | EQ - APOLLO HOSPITALS ENTERPRISE LT | 17.49 | 3.65% |
| 8 | EQ - ASIAN PAINTS (INDIA) LTD. | 17.12 | 3.57% |
| 9 | EQ - GRASIM INDUSTRIES LTD. | 16.93 | 3.53% |
| 10 | EQ - CIPLA LTD. | 16.65 | 3.47% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 55437 | -7.6% | -15.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.11 L. | -7.4% | -7.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.69 L. | -6.3% | -4.3% |
| SI | 07 Mar, 22 | 2.80 L. | 3.04 L. | +8.4% | +3.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 88784 | -11.2% | -11.2% |
| 2Y | 16 Oct, 24 | 1 L. | 86489 | -13.5% | -7.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.17 L. | +16.6% | +5.2% |
| SI | 07 Mar, 22 | 1 L. | 1.55 L. | +54.6% | +9.9% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
%
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.