Uti Bse Low Volatility Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 51
Rating
Growth Option 13-04-2026
NAV ₹15.56(R) -0.77% ₹15.86(D) -0.77%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 1.39% 12.17% -% -% -%
Direct 1.87% 12.69% -% -% -%
Benchmark
SIP (XIRR) Regular -10.04% 2.44% -% -% -%
Direct -9.61% 2.94% -% -% -%
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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NAV Date: 13-04-2026

Scheme Name NAV Rupee Change Percent Change
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 15.56
-0.1200
-0.7700%
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option 15.86
-0.1200
-0.7700%

Review Date: 13-04-2026

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 UTI BSE Low Volatility Index Fund has shown an average past performence 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 0.08%, -8.46 and -5.89 in last one, three and six months respectively. In the same period the category average return was 3.76%, -4.51% and -3.6% respectively.
  • UTI BSE Low Volatility Index Fund has given a return of 1.87% in last one year. In the same period the Index Funds category average return was 9.06%.
  • The fund has given a return of 12.69% in last three years and ranked 53.0rd out of one hundred and two funds in the category. In the same period the Index Funds category average return was 14.88%.
  • The fund has given a SIP return of -9.61% in last one year whereas category average SIP return is -3.04%. The fund one year return rank in the category is 181st in 204 funds
  • The fund has SIP return of 2.94% in last three years and ranks 91st in 99 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (24.4%) 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 % 0.04
    3.74
    		-3.28 | 11.41 233 | 241 Poor
    3M Return % -8.57
    -4.66
    		-19.63 | 6.56 219 | 241 Poor
    6M Return % -6.11
    -3.87
    		-19.00 | 12.56 180 | 234 Poor
    1Y Return % 1.39
    8.48
    		-18.99 | 46.25 189 | 208 Poor
    3Y Return % 12.17
    14.36
    		3.96 | 29.70 52 | 102 Good
    1Y SIP Return % -10.04
    -3.20
    		-29.54 | 28.53 182 | 203 Poor
    3Y SIP Return % 2.44
    6.52
    		-7.63 | 23.83 94 | 99 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 13, 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 % 0.08 3.76 -3.23 | 11.46 238 | 249 Poor
    3M Return % -8.46 -4.51 -19.51 | 6.71 227 | 248 Poor
    6M Return % -5.89 -3.60 -18.74 | 12.85 186 | 240 Poor
    1Y Return % 1.87 9.06 -18.46 | 46.95 190 | 209 Poor
    3Y Return % 12.69 14.88 4.49 | 30.29 53 | 102 Average
    1Y SIP Return % -9.61 -3.04 -29.08 | 29.17 181 | 204 Poor
    3Y SIP Return % 2.94 7.01 -7.13 | 24.40 91 | 99 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 13, 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
    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
    25-03-2026 15.4693 15.7657
    24-03-2026 15.1541 15.4443
    23-03-2026 14.9593 15.2456
    20-03-2026 15.3904 15.6842
    19-03-2026 15.3428 15.6356
    18-03-2026 15.7797 16.0806
    17-03-2026 15.705 16.0043
    16-03-2026 15.6316 15.9292
    13-03-2026 15.5494 15.8448

    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.