Uti Bse Low Volatility Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 51
Rating
Growth Option 27-04-2026
NAV ₹16.04(R) +0.97% ₹16.35(D) +0.97%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -0.01% 12.83% -% -% -%
Direct 0.47% 13.36% -% -% -%
Benchmark
SIP (XIRR) Regular -4.98% 4.1% -% -% -%
Direct -4.53% 4.61% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.36 0.17 0.4 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.73% -23.07% -17.18% - 10.63%
Fund AUM As on: 30/12/2025 570 Cr
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Mirae Asset Nifty SDL Jun 2027 Index Fund 7
Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund 8
ICICI Prudential Nifty SDL Sep 2027 Index Fund 9
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Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund 11
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund 12
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund 13
ICICI Prudential Nifty Auto Index Fund 14
ICICI Prudential PSU Bond plus SDL 40:60 Index Fund - Sep 2027 15
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund 16
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund 17
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund 18
Bandhan CRISIL Gilt 2027 Index Fund 19
DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund 20
Bandhan CRISIL Gilt 2028 Index Fund 21

NAV Date: 27-04-2026

Scheme Name NAV Rupee Change Percent Change
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 16.04
0.1500
0.9700%
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option 16.35
0.1600
0.9700%

Review Date: 27-04-2026

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 0.36 which is lower than the category average of 0.63.
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 5.54%, -3.46 and -5.33 in last one, three and six months respectively. In the same period the category average return was 8.52%, 0.76% and -2.93% respectively.
  • UTI BSE Low Volatility Index Fund has given a return of 0.47% in last one year. In the same period the Index Funds category average return was 5.36%.
  • The fund has given a return of 13.36% in last three years and ranked 54.0th out of one hundred and four funds in the category. In the same period the Index Funds category average return was 15.53%.
  • The fund has given a SIP return of -4.53% in last one year whereas category average SIP return is 1.72%. The fund one year return rank in the category is 149th in 201 funds
  • The fund has SIP return of 4.61% in last three years and ranks 88th in 101 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (26.79%) in the category in last three years.

UTI BSE Low Volatility Index Fund Risk Analysis

  • The fund has a standard deviation of 13.73 and semi deviation of 10.63. The category average standard deviation is 13.58 and semi deviation is 10.42.
  • The fund has a Value at Risk (VaR) of -23.07 and a maximum drawdown of -17.18. The category average VaR is -21.49 and the maximum drawdown is -16.43.

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 % 5.50
    8.50
    		-1.20 | 19.83 189 | 239 Poor
    3M Return % -3.57
    0.59
    		-24.44 | 16.59 170 | 239 Average
    6M Return % -5.55
    -3.21
    		-19.14 | 13.71 161 | 232 Average
    1Y Return % -0.01
    4.80
    		-18.84 | 43.29 148 | 206 Average
    3Y Return % 12.83
    15.00
    		3.46 | 26.46 54 | 104 Average
    1Y SIP Return % -4.98
    1.48
    		-29.93 | 35.37 150 | 202 Average
    3Y SIP Return % 4.10
    7.58
    		-10.70 | 26.12 89 | 102 Poor
    Standard Deviation 13.73
    13.58
    		0.49 | 22.47 44 | 102 Good
    Semi Deviation 10.63
    10.42
    		0.33 | 16.92 45 | 102 Good
    Max Drawdown % -17.18
    -16.43
    		-31.62 | 0.00 54 | 102 Average
    VaR 1 Y % -23.07
    -21.49
    		-38.54 | 0.00 54 | 102 Average
    Average Drawdown % -5.29
    -7.11
    		-14.55 | 0.00 22 | 102 Very Good
    Sharpe Ratio 0.36
    0.63
    		-0.17 | 2.35 66 | 102 Average
    Sterling Ratio 0.40
    0.50
    		0.04 | 1.20 63 | 102 Average
    Sortino Ratio 0.17
    0.36
    		-0.02 | 1.97 67 | 102 Average
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 5.54 8.52 -1.14 | 19.89 195 | 247 Poor
    3M Return % -3.46 0.76 -24.32 | 16.76 176 | 247 Average
    6M Return % -5.33 -2.93 -18.87 | 14.01 165 | 239 Average
    1Y Return % 0.47 5.36 -18.32 | 44.04 149 | 207 Average
    3Y Return % 13.36 15.53 3.99 | 27.15 54 | 104 Average
    1Y SIP Return % -4.53 1.72 -29.45 | 36.21 149 | 201 Average
    3Y SIP Return % 4.61 8.07 -10.20 | 26.79 88 | 101 Poor
    Standard Deviation 13.73 13.58 0.49 | 22.47 44 | 102 Good
    Semi Deviation 10.63 10.42 0.33 | 16.92 45 | 102 Good
    Max Drawdown % -17.18 -16.43 -31.62 | 0.00 54 | 102 Average
    VaR 1 Y % -23.07 -21.49 -38.54 | 0.00 54 | 102 Average
    Average Drawdown % -5.29 -7.11 -14.55 | 0.00 22 | 102 Very Good
    Sharpe Ratio 0.36 0.63 -0.17 | 2.35 66 | 102 Average
    Sterling Ratio 0.40 0.50 0.04 | 1.20 63 | 102 Average
    Sortino Ratio 0.17 0.36 -0.02 | 1.97 67 | 102 Average
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    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
    27-04-2026 16.0388 16.3528
    24-04-2026 15.8853 16.1956
    23-04-2026 16.0444 16.3577
    22-04-2026 16.0592 16.3725
    21-04-2026 16.076 16.3895
    20-04-2026 15.9442 16.2549
    17-04-2026 15.9189 16.2285
    16-04-2026 15.7512 16.0574
    15-04-2026 15.7948 16.1016
    13-04-2026 15.5561 15.8579
    10-04-2026 15.6768 15.9803
    09-04-2026 15.5327 15.8333
    08-04-2026 15.618 15.92
    07-04-2026 15.1894 15.4829
    06-04-2026 15.1484 15.441
    02-04-2026 14.9647 15.2529
    01-04-2026 15.0152 15.3043
    30-03-2026 14.8967 15.1831
    27-03-2026 15.2022 15.4939

    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.