Uti Bse Low Volatility Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 63
Rating
Growth Option 13-03-2026
NAV ₹15.55(R) -1.74% ₹15.84(D) -1.74%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.93% 13.25% -% -% -%
Direct 5.43% 13.78% -% -% -%
Benchmark
SIP (XIRR) Regular -9.41% 3.21% -% -% -%
Direct -8.96% 3.72% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.81 0.39 0.58 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
11.81% -13.13% -17.18% - 8.74%
Fund AUM As on: 30/12/2025 570 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 15.55
-0.2800
-1.7400%
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option 15.84
-0.2800
-1.7400%

Review Date: 13-03-2026

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 0.81 which is lower than the category average of 1.0.
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 -7.08%, -8.6 and -6.85 in last one, three and six months respectively. In the same period the category average return was -7.33%, -8.51% and -6.7% respectively.
  • UTI BSE Low Volatility Index Fund has given a return of 5.43% in last one year. In the same period the Index Funds category average return was 7.71%.
  • The fund has given a return of 13.78% in last three years and ranked 48.0th out of one hundred and one funds in the category. In the same period the Index Funds category average return was 14.67%.
  • The fund has given a SIP return of -8.96% in last one year whereas category average SIP return is -8.46%. The fund one year return rank in the category is 92nd in 200 funds
  • The fund has SIP return of 3.72% in last three years and ranks 61st in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (21.51%) in the category in last three years.

UTI BSE Low Volatility Index Fund Risk Analysis

  • The fund has a standard deviation of 11.81 and semi deviation of 8.74. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -13.13 and a maximum drawdown of -17.18. The category average VaR is -15.41 and the maximum drawdown is -15.82.

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 % -7.11
    -7.43
    		-14.39 | 2.82 86 | 240 Good
    3M Return % -8.71
    -8.67
    		-24.12 | 4.91 98 | 238 Good
    6M Return % -7.06
    -6.95
    		-25.73 | 18.69 105 | 231 Good
    1Y Return % 4.93
    7.18
    		-18.51 | 51.00 134 | 202 Average
    3Y Return % 13.25
    14.15
    		1.04 | 24.40 48 | 101 Good
    1Y SIP Return % -9.41
    -9.05
    		-36.17 | 22.18 86 | 195 Good
    3Y SIP Return % 3.21
    5.08
    		-10.85 | 20.86 57 | 96 Average
    Standard Deviation 11.81
    12.06
    		0.60 | 22.45 42 | 102 Good
    Semi Deviation 8.74
    8.86
    		0.37 | 16.91 49 | 102 Good
    Max Drawdown % -17.18
    -15.82
    		-29.16 | 0.00 55 | 102 Average
    VaR 1 Y % -13.13
    -15.41
    		-34.57 | 0.00 36 | 102 Good
    Average Drawdown % -5.29
    -5.73
    		-14.55 | 0.00 52 | 102 Good
    Sharpe Ratio 0.81
    1.00
    		-0.17 | 2.42 56 | 102 Average
    Sterling Ratio 0.58
    0.66
    		0.05 | 1.48 61 | 102 Average
    Sortino Ratio 0.39
    0.59
    		-0.02 | 2.60 57 | 102 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -7.08 -7.33 -14.35 | 2.87 91 | 248 Good
    3M Return % -8.60 -8.51 -24.00 | 5.08 104 | 245 Good
    6M Return % -6.85 -6.70 -25.50 | 18.96 110 | 237 Good
    1Y Return % 5.43 7.71 -17.98 | 51.99 136 | 204 Average
    3Y Return % 13.78 14.67 1.56 | 25.10 48 | 101 Good
    1Y SIP Return % -8.96 -8.46 -35.73 | 22.85 92 | 200 Good
    3Y SIP Return % 3.72 5.68 -10.36 | 21.51 61 | 99 Average
    Standard Deviation 11.81 12.06 0.60 | 22.45 42 | 102 Good
    Semi Deviation 8.74 8.86 0.37 | 16.91 49 | 102 Good
    Max Drawdown % -17.18 -15.82 -29.16 | 0.00 55 | 102 Average
    VaR 1 Y % -13.13 -15.41 -34.57 | 0.00 36 | 102 Good
    Average Drawdown % -5.29 -5.73 -14.55 | 0.00 52 | 102 Good
    Sharpe Ratio 0.81 1.00 -0.17 | 2.42 56 | 102 Average
    Sterling Ratio 0.58 0.66 0.05 | 1.48 61 | 102 Average
    Sortino Ratio 0.39 0.59 -0.02 | 2.60 57 | 102 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 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
    13-03-2026 15.5494 15.8448
    12-03-2026 15.825 16.1254
    11-03-2026 15.9507 16.2534
    10-03-2026 16.166 16.4726
    09-03-2026 15.9229 16.2247
    06-03-2026 16.2388 16.5458
    05-03-2026 16.4065 16.7166
    04-03-2026 16.2778 16.5851
    02-03-2026 16.5415 16.8534
    27-02-2026 16.7196 17.0342
    26-02-2026 16.986 17.3054
    25-02-2026 16.9828 17.3019
    24-02-2026 16.9257 17.2436
    23-02-2026 16.9808 17.2994
    20-02-2026 16.867 17.1828
    19-02-2026 16.7858 17.0999
    18-02-2026 17.0094 17.3275
    17-02-2026 16.9089 17.2249
    16-02-2026 16.842 17.1565
    13-02-2026 16.7398 17.0517

    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.