Uti Bse Low Volatility Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 78
Rating
Growth Option 24-07-2026
NAV ₹16.04(R) -0.13% ₹16.37(D) -0.13%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -3.48% 8.84% -% -% -%
Direct -3.04% 9.35% -% -% -%
Benchmark
SIP (XIRR) Regular -4.45% 2.11% -% -% -%
Direct -4.01% 2.6% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.27 0.14 0.36 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.99% -23.07% -17.18% - 10.53%
Fund AUM As on: 30/12/2025 570 Cr
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NAV Date: 24-07-2026

Scheme Name NAV Rupee Change Percent Change
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 16.04
-0.0200
-0.1300%
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option 16.37
-0.0200
-0.1300%

Review Date: 24-07-2026

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 0.27 which is lower than the category average of 0.56.
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 Funds

UTI BSE Low Volatility Index Fund Return Analysis

  • The fund has given a return of 0.17%, 1.07 and -3.37 in last one, three and six months respectively. In the same period the category average return was -0.43%, 2.36% and 2.37% respectively.
  • UTI BSE Low Volatility Index Fund has given a return of -3.04% in last one year. In the same period the Index Funds category average return was 0.91%.
  • The fund has given a return of 9.35% in last three years and ranked 62.0nd out of one hundred and twelve funds in the category. In the same period the Index Funds category average return was 12.3%.
  • The fund has given a SIP return of -4.01% in last one year whereas category average SIP return is 2.27%. The fund one year return rank in the category is 174th in 230 funds
  • The fund has SIP return of 2.6% in last three years and ranks 80th in 108 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (27.98%) in the category in last three years.

UTI BSE Low Volatility Index Fund Risk Analysis

  • The fund has a standard deviation of 13.99 and semi deviation of 10.53. The category average standard deviation is 14.64 and semi deviation is 10.77.
  • The fund has a Value at Risk (VaR) of -23.07 and a maximum drawdown of -17.18. The category average VaR is -22.25 and the maximum drawdown is -17.1.

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 % 0.13
    -0.46
    		-4.55 | 7.03 83 | 274 Good
    3M Return % 0.95
    2.23
    		-12.43 | 14.14 191 | 265 Average
    6M Return % -3.58
    2.08
    		-25.31 | 22.25 190 | 254 Average
    1Y Return % -3.48
    0.38
    		-24.71 | 34.53 171 | 233 Average
    3Y Return % 8.84
    11.78
    		-0.21 | 28.43 60 | 112 Average
    1Y SIP Return % -4.45
    1.84
    		-25.26 | 29.58 173 | 228 Poor
    3Y SIP Return % 2.11
    6.11
    		-11.80 | 27.37 90 | 108 Poor
    Standard Deviation 13.99
    14.64
    		0.55 | 22.91 44 | 110 Good
    Semi Deviation 10.53
    10.77
    		0.37 | 17.17 45 | 110 Good
    Max Drawdown % -17.18
    -17.10
    		-37.89 | 0.00 54 | 110 Good
    VaR 1 Y % -23.07
    -22.25
    		-38.54 | 0.00 54 | 110 Good
    Average Drawdown % 5.29
    7.28
    		0.00 | 14.99 90 | 110 Poor
    Sharpe Ratio 0.27
    0.56
    		-0.34 | 2.15 75 | 110 Average
    Sterling Ratio 0.36
    0.49
    		-0.05 | 1.48 71 | 110 Average
    Sortino Ratio 0.14
    0.33
    		-0.09 | 1.81 75 | 110 Average
    Return data last Updated On : July 24, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.17 -0.43 -4.51 | 7.07 85 | 285 Good
    3M Return % 1.07 2.36 -12.33 | 14.29 203 | 276 Average
    6M Return % -3.37 2.37 -25.07 | 22.62 197 | 263 Average
    1Y Return % -3.04 0.91 -24.29 | 35.19 173 | 235 Average
    3Y Return % 9.35 12.30 0.46 | 29.02 62 | 112 Average
    1Y SIP Return % -4.01 2.27 -24.86 | 30.22 174 | 230 Average
    3Y SIP Return % 2.60 6.54 -11.15 | 27.98 80 | 108 Average
    Standard Deviation 13.99 14.64 0.55 | 22.91 44 | 110 Good
    Semi Deviation 10.53 10.77 0.37 | 17.17 45 | 110 Good
    Max Drawdown % -17.18 -17.10 -37.89 | 0.00 54 | 110 Good
    VaR 1 Y % -23.07 -22.25 -38.54 | 0.00 54 | 110 Good
    Average Drawdown % 5.29 7.28 0.00 | 14.99 90 | 110 Poor
    Sharpe Ratio 0.27 0.56 -0.34 | 2.15 75 | 110 Average
    Sterling Ratio 0.36 0.49 -0.05 | 1.48 71 | 110 Average
    Sortino Ratio 0.14 0.33 -0.09 | 1.81 75 | 110 Average
    Return data last Updated On : July 24, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 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
    24-07-2026 16.0367 16.3681
    23-07-2026 16.0571 16.3887
    22-07-2026 16.173 16.5068
    21-07-2026 16.2301 16.5649
    20-07-2026 16.2046 16.5386
    17-07-2026 16.1434 16.4756
    16-07-2026 16.0734 16.404
    15-07-2026 16.1059 16.4369
    14-07-2026 16.0455 16.3751
    13-07-2026 16.1288 16.4599
    10-07-2026 16.1942 16.5261
    09-07-2026 16.1001 16.4298
    08-07-2026 16.0139 16.3417
    07-07-2026 16.3588 16.6934
    06-07-2026 16.3574 16.6918
    03-07-2026 16.2866 16.6189
    02-07-2026 16.226 16.5568
    01-07-2026 16.1219 16.4504
    30-06-2026 15.9878 16.3134
    29-06-2026 15.9949 16.3205
    25-06-2026 16.0262 16.3517
    24-06-2026 16.0161 16.3411

    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.