Uti Bse Low Volatility Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 78
Rating
Growth Option 19-08-2026
NAV ₹15.96(R) -0.51% ₹16.3(D) -0.51%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -3.9% 8.19% -% -% -%
Direct -3.46% 8.69% -% -% -%
Benchmark
SIP (XIRR) Regular -5.23% 1.31% -% -% -%
Direct -4.8% 1.79% -% -% -%
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: 19-08-2026

Scheme Name NAV Rupee Change Percent Change
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 15.96
-0.0800
-0.5100%
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option 16.3
-0.0800
-0.5100%

Review Date: 19-08-2026

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 -1.47%, 0.61 and -4.7 in last one, three and six months respectively. In the same period the category average return was 1.02%, 5.31% and 2.44% respectively.
  • UTI BSE Low Volatility Index Fund has given a return of -3.46% in last one year. In the same period the Strategy Index Mutual Funds category average return was 2.95%.
  • The fund has given a return of 8.69% 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 10.5%.
  • The fund has given a SIP return of -4.8% in last one year whereas category average SIP return is 5.27%. The fund one year return rank in the category is 7th in 7 funds
  • The fund has SIP return of 1.79% 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 (4.34%) 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 % -1.50
    0.97
    		-1.50 | 3.20 9 | 9 Average
    3M Return % 0.49
    5.16
    		0.49 | 7.94 8 | 8 Poor
    6M Return % -4.91
    2.14
    		-4.91 | 9.65 8 | 8 Poor
    1Y Return % -3.90
    2.33
    		-3.90 | 7.85 7 | 7 Poor
    3Y Return % 8.19
    9.96
    		8.19 | 11.73 2 | 2 Good
    1Y SIP Return % -5.23
    4.65
    		-5.23 | 15.81 7 | 7 Poor
    3Y SIP Return % 1.31
    2.55
    		1.31 | 3.80 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 : Aug. 19, 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 % -1.47 1.02 -1.47 | 3.26 9 | 9 Average
    3M Return % 0.61 5.31 0.61 | 8.12 8 | 8 Poor
    6M Return % -4.70 2.44 -4.70 | 9.97 8 | 8 Poor
    1Y Return % -3.46 2.95 -3.46 | 8.57 7 | 7 Poor
    3Y Return % 8.69 10.50 8.69 | 12.30 2 | 2 Good
    1Y SIP Return % -4.80 5.27 -4.80 | 16.57 7 | 7 Poor
    3Y SIP Return % 1.79 3.07 1.79 | 4.34 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 : Aug. 19, 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
    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
    07-08-2026 16.4262 16.7685
    06-08-2026 16.3972 16.7387
    05-08-2026 16.3784 16.7193
    04-08-2026 16.3115 16.6508
    03-08-2026 16.4201 16.7615
    31-07-2026 16.3007 16.639
    30-07-2026 16.3487 16.6877
    29-07-2026 16.3306 16.6691
    28-07-2026 16.1933 16.5288
    27-07-2026 16.1663 16.501
    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

    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.