Uti Bse Low Volatility Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 60
Rating
Growth Option 04-12-2025
NAV ₹17.02(R) -0.08% ₹17.32(D) -0.08%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.86% 14.01% -% -% -%
Direct 5.36% 14.54% -% -% -%
Benchmark
SIP (XIRR) Regular 10.62% 12.01% -% -% -%
Direct 11.15% 12.54% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.74 0.36 0.56 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.28% -13.47% -17.18% - 9.04%
Fund AUM As on: 30/06/2025 556 Cr
Top Index Funds
Fund Name Rank Rating
- 1
Motilal Oswal S&P 500 Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
ICICI Prudential Nifty Auto Index Fund 4
AXIS Nifty Midcap 50 Index Fund 5
Nippon India Nifty Midcap 150 Index Fund 6
Motilal Oswal Nifty Midcap 150 Index Fund 7
HDFC NIFTY50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
DSP Nifty 50 Equal Weight Index Fund 10
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty50 Equal Weight Index Fund 13
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Axis Nifty Smallcap 50 Index Fund 19
- 20

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 17.02
-0.0100
-0.0800%
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option 17.32
-0.0100
-0.0800%

Review Date: 04-12-2025

Beginning of Analysis

In the Index Funds category, UTI BSE Low Volatility Index Fund is the 50th ranked fund. The category has total 90 funds. The 3 star rating shows an average past performance of the UTI BSE Low Volatility Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.74 which is lower than the category average of 0.9.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

UTI BSE Low Volatility Index Fund Return Analysis

  • The fund has given a return of 1.57%, 2.3 and 4.89 in last one, three and six months respectively. In the same period the category average return was 0.31%, 3.62% and 4.04% respectively.
  • UTI BSE Low Volatility Index Fund has given a return of 5.36% in last one year. In the same period the Index Funds category average return was 2.55%.
  • The fund has given a return of 14.54% in last three years and ranked 46.0th out of 98 funds in the category. In the same period the Index Funds category average return was 14.48%.
  • The fund has given a SIP return of 11.15% in last one year whereas category average SIP return is 11.21%. The fund one year return rank in the category is 74th in 142 funds
  • The fund has SIP return of 12.54% in last three years and ranks 66th in 96 funds. ICICI Prudential Nifty Auto Index Fund has given the highest SIP return (26.97%) in the category in last three years.

UTI BSE Low Volatility Index Fund Risk Analysis

  • The fund has a standard deviation of 12.28 and semi deviation of 9.04. The category average standard deviation is 11.94 and semi deviation is 8.76.
  • The fund has a Value at Risk (VaR) of -13.47 and a maximum drawdown of -17.18. The category average VaR is -15.13 and the maximum drawdown is -15.16.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 1.53
    0.25
    		-7.49 | 8.69 46 | 143 Good
    3M Return % 2.18
    3.48
    		-5.40 | 9.73 91 | 143 Average
    6M Return % 4.64
    3.77
    		-11.71 | 20.00 60 | 143 Good
    1Y Return % 4.86
    2.09
    		-18.02 | 21.75 69 | 142 Good
    3Y Return % 14.01
    13.96
    		7.08 | 28.24 46 | 98 Good
    1Y SIP Return % 10.62
    10.67
    		-7.04 | 34.19 73 | 140 Average
    3Y SIP Return % 12.01
    13.09
    		7.15 | 26.30 70 | 96 Average
    Standard Deviation 12.28
    11.94
    		0.54 | 20.24 43 | 96 Good
    Semi Deviation 9.04
    8.76
    		0.35 | 14.61 48 | 96 Good
    Max Drawdown % -17.18
    -15.16
    		-29.16 | 0.00 54 | 96 Average
    VaR 1 Y % -13.47
    -15.13
    		-29.82 | 0.00 19 | 96 Very Good
    Average Drawdown % -5.58
    -6.40
    		-14.65 | 0.00 47 | 96 Good
    Sharpe Ratio 0.74
    0.90
    		0.11 | 2.28 46 | 96 Good
    Sterling Ratio 0.56
    0.62
    		0.26 | 1.61 47 | 96 Good
    Sortino Ratio 0.36
    0.50
    		0.09 | 1.81 42 | 96 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 1.57 0.31 -7.45 | 8.75 47 | 145 Good
    3M Return % 2.30 3.62 -5.25 | 9.93 93 | 145 Average
    6M Return % 4.89 4.04 -11.41 | 20.33 61 | 145 Good
    1Y Return % 5.36 2.55 -17.49 | 22.37 69 | 144 Good
    3Y Return % 14.54 14.48 7.29 | 28.93 46 | 98 Good
    1Y SIP Return % 11.15 11.21 -6.45 | 34.90 74 | 142 Average
    3Y SIP Return % 12.54 13.60 7.36 | 26.97 66 | 96 Average
    Standard Deviation 12.28 11.94 0.54 | 20.24 43 | 96 Good
    Semi Deviation 9.04 8.76 0.35 | 14.61 48 | 96 Good
    Max Drawdown % -17.18 -15.16 -29.16 | 0.00 54 | 96 Average
    VaR 1 Y % -13.47 -15.13 -29.82 | 0.00 19 | 96 Very Good
    Average Drawdown % -5.58 -6.40 -14.65 | 0.00 47 | 96 Good
    Sharpe Ratio 0.74 0.90 0.11 | 2.28 46 | 96 Good
    Sterling Ratio 0.56 0.62 0.26 | 1.61 47 | 96 Good
    Sortino Ratio 0.36 0.50 0.09 | 1.81 42 | 96 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Uti Bse Low Volatility Index Fund NAV Regular Growth Uti Bse Low Volatility Index Fund NAV Direct Growth
    04-12-2025 17.023 17.3243
    03-12-2025 16.9771 17.2774
    02-12-2025 17.0366 17.3378
    01-12-2025 17.0453 17.3464
    28-11-2025 17.0617 17.3624
    27-11-2025 17.1006 17.4018
    26-11-2025 17.1408 17.4425
    25-11-2025 16.9999 17.2988
    24-11-2025 17.0222 17.3214
    21-11-2025 17.0517 17.3507
    20-11-2025 17.1184 17.4183
    19-11-2025 17.0758 17.3747
    18-11-2025 17.0401 17.3383
    17-11-2025 17.0879 17.3866
    14-11-2025 17.0276 17.3246
    13-11-2025 16.9965 17.2928
    12-11-2025 16.9624 17.2578
    11-11-2025 16.8439 17.137
    10-11-2025 16.7878 17.0798
    07-11-2025 16.7241 17.0143
    06-11-2025 16.7406 17.0308
    04-11-2025 16.7659 17.0562

    Fund Launch Date: 03/Mar/2022
    Fund Category: Index Funds
    Investment Objective: However, there can be no assurance that the
    Fund Description: An open-ended scheme replicating/tracking S&P BSE Low Volatility Total Return Index
    Fund Benchmark: S&P BSE Low Volatility Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.