How to check the XIRR of UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option

Q: How to check portfolio overlap for UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

UTI Mutual Fund

Expense Ratio: 0.44

Risk: Very High

Other Scheme - Index Funds

Plan: Direct

Benchmark: BSE Low Volatility TRI

Inception: 14-02-2022

Exit Load: Nil

Fund Size:₹567.90 Cr

Performance

Fund-3.78%

Cat. Avg.2.26%

Fund-2.54%

Cat. Avg.3.16%

Fund9.77%

Cat. Avg.11.16%

FundN/A

Cat. Avg.11.31%

10Y

FundN/A

Cat. Avg.11.84%

Fund12.97%

Cat. Avg.7.39%

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	EQ - HDFC BANK LIMITED	Equity	Listed	Large Cap	Banks	18.69	4.00%
2	EQ - PIDILITE INDUSTRIES LTD.	Equity	Listed	Large Cap	Chemicals & Petrochemicals	18.24	3.90%
3	EQ - ICICI BANK LTD	Equity	Listed	Large Cap	Banks	17.71	3.79%
4	EQ - SHREE CEMENT LTD.	Equity	Listed	Mid Cap	Cement & Cement Products	16.83	3.60%
5	EQ - HINDUSTAN UNILEVER LTD	Equity	Listed	Large Cap	Diversified FMCG	16.53	3.54%
6	EQ - MARICO LTD	Equity	Listed	Mid Cap	Agricultural Food & other Products	16.47	3.52%
7	EQ - ULTRATECH CEMENT LTD.	Equity	Listed	Large Cap	Cement & Cement Products	16.38	3.50%
8	EQ - BHARTI AIRTEL LTD.	Equity	Listed	Large Cap	Telecom - Services	16.08	3.44%
9	EQ - NTPC LTD.	Equity	Listed	Large Cap	Power	15.88	3.40%
10	EQ - ITC LTD.	Equity	Listed	Large Cap	Diversified FMCG	15.85	3.39%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	59142	-1.4%	-3.0%
2Y	07 Aug, 24	1.20 L.	1.19 L.	-0.9%	-0.9%
3Y	07 Aug, 23	1.80 L.	1.87 L.	+3.8%	+2.5%
SI	07 Mar, 22	2.65 L.	3.15 L.	+19.1%	+8.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	96217	-3.8%	-3.8%
2Y	16 Jul, 24	1 L.	94978	-5.0%	-2.5%
3Y	17 Jul, 23	1 L.	1.32 L.	+31.8%	+9.6%
SI	07 Mar, 22	1 L.	1.70 L.	+70.2%	+13.0%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.