Uti Bse Low Volatility Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 51
Rating
Growth Option 27-01-2026
NAV ₹16.63(R) +0.52% ₹16.94(D) +0.53%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.16% 14.88% -% -% -%
Direct 7.67% 15.41% -% -% -%
Benchmark
SIP (XIRR) Regular 4.08% 9.06% -% -% -%
Direct 4.58% 9.59% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.77 0.37 0.56 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
11.85% -11.82% -17.18% - 8.72%
Fund AUM As on: 30/12/2025 570 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
ICICI Prudential Nifty Auto Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
AXIS Nifty Midcap 50 Index Fund 4
HDFC NIFTY50 Equal Weight Index Fund 5
DSP Nifty 50 Equal Weight Index Fund 6
ICICI Prudential Nifty50 Equal Weight Index Fund 7
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
Nippon India Nifty Midcap 150 Index Fund 10
Motilal Oswal Nifty Midcap 150 Index Fund 11
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty Midcap 150 Index Fund 13
Navi Nifty Midcap 150 Index Fund 14
Bandhan Nifty100 Low Volatility 30 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
UTI Nifty 50 Index Fund 17
Navi Nifty 50 Index Fund 18
HDFC NIFTY 100 Equal Weight Index Fund 19
Dsp Nifty 50 Index Fund 20

NAV Date: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 16.63
0.0900
0.5200%
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option 16.94
0.0900
0.5300%

Review Date: 27-01-2026

Beginning of Analysis

UTI BSE Low Volatility Index Fund is the 50th ranked fund in the Index Funds category. 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 0.77 which is lower than the category average of 0.88.
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 -1.87%, -1.94 and 1.52 in last one, three and six months respectively. In the same period the category average return was -2.78%, -3.32% and 0.61% respectively.
  • UTI BSE Low Volatility Index Fund has given a return of 7.67% in last one year. In the same period the Index Funds category average return was 9.27%.
  • The fund has given a return of 15.41% in last three years and ranked 49.0th out of 101 funds in the category. In the same period the Index Funds category average return was 15.94%.
  • The fund has given a SIP return of 4.58% in last one year whereas category average SIP return is 3.92%. The fund one year return rank in the category is 76th in 146 funds
  • The fund has SIP return of 9.59% in last three years and ranks 61st in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (26.64%) in the category in last three years.

UTI BSE Low Volatility Index Fund Risk Analysis

  • The fund has a standard deviation of 11.85 and semi deviation of 8.72. The category average standard deviation is 12.15 and semi deviation is 8.91.
  • The fund has a Value at Risk (VaR) of -11.82 and a maximum drawdown of -17.18. The category average VaR is -15.3 and the maximum drawdown is -15.81.

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 % -1.90
    -2.83
    		-13.52 | 3.69 43 | 147 Good
    3M Return % -2.05
    -3.47
    		-20.72 | 7.06 37 | 147 Very Good
    6M Return % 1.28
    0.33
    		-16.98 | 17.38 76 | 147 Average
    1Y Return % 7.16
    8.76
    		-10.82 | 29.62 103 | 146 Average
    3Y Return % 14.88
    15.41
    		7.10 | 33.37 49 | 101 Good
    1Y SIP Return % 4.08
    3.38
    		-26.72 | 33.76 72 | 144 Good
    3Y SIP Return % 9.06
    10.01
    		5.74 | 25.97 60 | 99 Average
    Standard Deviation 11.85
    12.15
    		0.68 | 20.30 42 | 99 Good
    Semi Deviation 8.72
    8.91
    		0.46 | 14.48 46 | 99 Good
    Max Drawdown % -17.18
    -15.81
    		-29.16 | 0.00 53 | 99 Average
    VaR 1 Y % -11.82
    -15.30
    		-29.82 | 0.00 18 | 99 Very Good
    Average Drawdown % -5.02
    -5.98
    		-13.66 | 0.00 49 | 99 Good
    Sharpe Ratio 0.77
    0.88
    		0.26 | 2.03 42 | 99 Good
    Sterling Ratio 0.56
    0.61
    		0.34 | 1.21 56 | 99 Average
    Sortino Ratio 0.37
    0.48
    		0.15 | 1.37 41 | 99 Good
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -1.87 -2.78 -13.48 | 3.73 44 | 149 Good
    3M Return % -1.94 -3.32 -20.59 | 7.24 38 | 149 Very Good
    6M Return % 1.52 0.61 -16.72 | 17.65 74 | 149 Good
    1Y Return % 7.67 9.27 -10.25 | 30.22 93 | 148 Average
    3Y Return % 15.41 15.94 7.31 | 33.97 49 | 101 Good
    1Y SIP Return % 4.58 3.92 -26.22 | 34.47 76 | 146 Average
    3Y SIP Return % 9.59 10.52 6.36 | 26.64 61 | 99 Average
    Standard Deviation 11.85 12.15 0.68 | 20.30 42 | 99 Good
    Semi Deviation 8.72 8.91 0.46 | 14.48 46 | 99 Good
    Max Drawdown % -17.18 -15.81 -29.16 | 0.00 53 | 99 Average
    VaR 1 Y % -11.82 -15.30 -29.82 | 0.00 18 | 99 Very Good
    Average Drawdown % -5.02 -5.98 -13.66 | 0.00 49 | 99 Good
    Sharpe Ratio 0.77 0.88 0.26 | 2.03 42 | 99 Good
    Sterling Ratio 0.56 0.61 0.34 | 1.21 56 | 99 Average
    Sortino Ratio 0.37 0.48 0.15 | 1.37 41 | 99 Good
    Return data last Updated On : Jan. 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 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
    27-01-2026 16.632 16.9382
    23-01-2026 16.5457 16.8495
    22-01-2026 16.6939 17.0002
    21-01-2026 16.5346 16.8377
    20-01-2026 16.5914 16.8954
    19-01-2026 16.8535 17.1621
    16-01-2026 16.9202 17.2293
    14-01-2026 16.9524 17.2616
    13-01-2026 17.0134 17.3235
    12-01-2026 17.077 17.3881
    09-01-2026 16.9539 17.2621
    08-01-2026 17.0907 17.4011
    07-01-2026 17.2561 17.5693
    06-01-2026 17.3031 17.6169
    05-01-2026 17.2279 17.5401
    02-01-2026 17.1502 17.4604
    01-01-2026 17.0469 17.3549
    31-12-2025 17.0944 17.403
    30-12-2025 16.9726 17.2788
    29-12-2025 16.9547 17.2604

    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.