Uti Bse Low Volatility Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 78
Rating
Growth Option 09-09-2026
NAV ₹15.44(R) -0.63% ₹15.77(D) -0.63%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -7.34% 6.31% -% -% -%
Direct -6.92% 6.8% -% -% -%
Benchmark
SIP (XIRR) Regular -10.0% -1.08% -% -% -%
Direct -9.59% -0.61% -% -% -%
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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ICICI Prudential Nifty SDL Sep 2027 Index Fund 23

NAV Date: 09-09-2026

Scheme Name NAV Rupee Change Percent Change
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 15.44
-0.1000
-0.6300%
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option 15.77
-0.1000
-0.6300%

Review Date: 09-09-2026

Beginning of Analysis

In the Index Funds category, UTI BSE Low Volatility Index Fund is the 50th ranked fund. The category has total 0 funds. The UTI BSE Low Volatility Index Fund has shown an average past performence in Index Funds. The fund has a Sharpe Ratio of 0.27 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.
Strategy Index Mutual Funds

UTI BSE Low Volatility Index Fund Return Analysis

  • The fund has given a return of -5.81%, -0.58 and -2.8 in last one, three and six months respectively. In the same period the category average return was -3.37%, 4.43% and 6.11% respectively.
  • UTI BSE Low Volatility Index Fund has given a return of -6.92% in last one year. In the same period the Strategy Index Mutual Funds category average return was 2.25%.
  • The fund has given a return of 6.8% in last three years and ranked 2.0nd out of two funds in the category. In the same period the Strategy Index Mutual Funds category average return was 8.57%.
  • The fund has given a SIP return of -9.59% in last one year whereas category average SIP return is 4.37%. The fund one year return rank in the category is 8th in 8 funds
  • The fund has SIP return of -0.61% in last three years and ranks 2nd in 2 funds. nippon india nifty alpha low volatility 30 index fund has given the highest SIP return (2.29%) 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 Strategy Index Mutual Funds Category
  • Good Performance in Strategy Index Mutual Funds Category
  • Poor Performance in Strategy Index Mutual Funds Category
  • Very Poor Performance in Strategy Index Mutual 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 % -5.84
    -3.42
    		-5.84 | 0.83 9 | 9 Average
    3M Return % -0.69
    4.27
    		-0.70 | 8.94 7 | 8 Poor
    6M Return % -3.02
    5.79
    		-3.02 | 17.31 8 | 8 Poor
    1Y Return % -7.34
    1.63
    		-7.34 | 10.81 8 | 8 Poor
    3Y Return % 6.31
    8.04
    		6.31 | 9.78 2 | 2 Good
    1Y SIP Return % -10.00
    4.40
    		-10.00 | 19.96 7 | 7 Poor
    3Y SIP Return % -1.08
    0.33
    		-1.08 | 1.75 2 | 2 Good
    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 : Sept. 9, 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 % -5.81 -3.37 -5.81 | 0.88 9 | 9 Average
    3M Return % -0.58 4.43 -0.58 | 9.12 8 | 8 Poor
    6M Return % -2.80 6.11 -2.80 | 17.66 8 | 8 Poor
    1Y Return % -6.92 2.25 -6.92 | 11.55 8 | 8 Poor
    3Y Return % 6.80 8.57 6.80 | 10.34 2 | 2 Good
    1Y SIP Return % -9.59 4.37 -9.59 | 20.75 8 | 8 Poor
    3Y SIP Return % -0.61 0.84 -0.61 | 2.29 2 | 2 Good
    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 : Sept. 9, 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
    09-09-2026 15.4418 15.7699
    08-09-2026 15.5393 15.8693
    07-09-2026 15.6007 15.9318
    04-09-2026 15.7023 16.035
    03-09-2026 15.6754 16.0073
    02-09-2026 15.7264 16.0593
    01-09-2026 15.7961 16.1302
    31-08-2026 15.853 16.1881
    28-08-2026 15.9078 16.2434
    27-08-2026 15.9214 16.2572
    26-08-2026 16.0068 16.3442
    25-08-2026 16.0494 16.3874
    24-08-2026 16.0053 16.3422
    21-08-2026 16.0316 16.3685
    20-08-2026 16.0471 16.3841
    19-08-2026 15.961 16.296
    18-08-2026 16.0434 16.38
    17-08-2026 16.1459 16.4844
    14-08-2026 16.2516 16.5917
    13-08-2026 16.2809 16.6214
    12-08-2026 16.2687 16.6087
    11-08-2026 16.3171 16.658
    10-08-2026 16.4002 16.7426

    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.