Uti Bse Low Volatility Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 51
Rating
Growth Option 16-06-2026
NAV ₹15.92(R) +0.35% ₹16.24(D) +0.35%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -3.34% 10.11% -% -% -%
Direct -2.89% 10.62% -% -% -%
Benchmark
SIP (XIRR) Regular -6.73% 2.19% -% -% -%
Direct -6.3% 2.68% -% -% -%
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: 16-06-2026

Scheme Name NAV Rupee Change Percent Change
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 15.92
0.0600
0.3500%
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option 16.24
0.0600
0.3500%

Review Date: 16-06-2026

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 -0.02%, 1.95 and -5.8 in last one, three and six months respectively. In the same period the category average return was 2.52%, 7.88% and -0.42% respectively.
  • UTI BSE Low Volatility Index Fund has given a return of -2.89% in last one year. In the same period the Index Funds category average return was 1.53%.
  • The fund has given a return of 10.62% in last three years and ranked 61.0st out of one hundred and nine funds in the category. In the same period the Index Funds category average return was 13.6%.
  • The fund has given a SIP return of -6.3% in last one year whereas category average SIP return is 2.01%. The fund one year return rank in the category is 163rd in 211 funds
  • The fund has SIP return of 2.68% in last three years and ranks 93rd in 104 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (32.9%) 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 % -0.05
    2.47
    		-4.87 | 8.74 226 | 240 Poor
    3M Return % 1.84
    7.76
    		-1.45 | 24.66 208 | 240 Poor
    6M Return % -6.02
    -0.71
    		-24.61 | 23.73 180 | 238 Average
    1Y Return % -3.34
    1.01
    		-26.13 | 49.38 175 | 217 Poor
    3Y Return % 10.11
    13.08
    		1.17 | 31.47 61 | 109 Average
    1Y SIP Return % -6.73
    1.38
    		-29.48 | 35.90 165 | 215 Poor
    3Y SIP Return % 2.19
    6.67
    		-12.53 | 32.28 97 | 107 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 : June 16, 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 % -0.02 2.52 -4.83 | 8.78 234 | 248 Poor
    3M Return % 1.95 7.88 -1.28 | 24.83 208 | 248 Poor
    6M Return % -5.80 -0.42 -24.37 | 24.05 187 | 245 Poor
    1Y Return % -2.89 1.53 -25.65 | 50.11 163 | 218 Average
    3Y Return % 10.62 13.60 1.69 | 32.07 61 | 109 Average
    1Y SIP Return % -6.30 2.01 -29.02 | 36.59 163 | 211 Poor
    3Y SIP Return % 2.68 7.19 -12.04 | 32.90 93 | 104 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 : June 16, 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
    16-06-2026 15.919 16.2404
    15-06-2026 15.8628 16.183
    12-06-2026 15.72 16.0367
    11-06-2026 15.5003 15.8123
    10-06-2026 15.5554 15.8684
    09-06-2026 15.549 15.8617
    08-06-2026 15.4731 15.784
    05-06-2026 15.6011 15.914
    04-06-2026 15.6237 15.9369
    03-06-2026 15.5911 15.9034
    02-06-2026 15.6495 15.9628
    01-06-2026 15.6216 15.9341
    29-05-2026 15.8202 16.1361
    27-05-2026 16.0367 16.3566
    26-05-2026 16.0304 16.3499
    25-05-2026 16.0632 16.3832
    22-05-2026 15.9239 16.2405
    21-05-2026 15.9047 16.2208
    20-05-2026 15.8706 16.1858
    19-05-2026 15.8825 16.1977
    18-05-2026 15.9275 16.2434

    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.