UTI BSE Low Volatility Index Fund - Regular Growth Plan
UTI Asset Management Co Ltd
₹14.76 (+1.02%)
NAV as of 9 Oct 2026
Minimum Investment: ₹1,000
Return
-10.83% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 0.91%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹1,000
- Category
- Index Funds
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹950
Invested ₹1,000
▼-4.99%1 year
₹892
Invested ₹1,000
▼-10.83%3 years
₹1,054
Invested ₹1,000
▲+5.36%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | BSE Low Volatility TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -10.83% | +5.36% | — | — |
| Cumulative returns (%) | -10.83% | +16.96% | — | — |
Fund Manager
| Manager | Lokesh Kulthia |
|---|---|
| Role | Manager |
| Manager Tenure | 0.28 yrs |
About Fund
| Date of Incorporation | 7 Mar 2022 |
|---|---|
| Fund House | UTI Asset Management Co Ltd |
| Custodian | Stock Holding Corporation of India |
| Registrar / Transfer Agent | UTI Asset Management Co Ltd |
| Address | Mittal Court, ‘B’ Wing,,Nariman Point |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Castrol India Ltd | 4.94% |
| Pidilite Industries Ltd | 4.70% |
| State Bank of India | 4.67% |
| Mindspace Business Parks REIT Unit | 4.47% |
| ICICI Bank Ltd | 4.29% |
| AIA Engineering Ltd | 4.05% |
| Axis Bank Ltd | 3.99% |
| Nestle India Ltd | 3.99% |
| Titan Co Ltd | 3.91% |
| Britannia Industries Ltd | 3.91% |
| Grasim Industries Ltd | 3.82% |
| Shree Cement Ltd | 3.73% |
| Dr Reddy's Laboratories Ltd | 3.71% |
| MRF Ltd | 3.66% |
| Reliance Industries Ltd | 3.65% |
| Marico Ltd | 3.65% |
| HDFC Bank Ltd | 3.65% |
| Abbott India Ltd | 3.62% |
| Procter & Gamble Hygiene and Health Care Ltd | 3.55% |
| UltraTech Cement Ltd | 3.53% |
| Maruti Suzuki India Ltd | 3.53% |
| Asian Paints Ltd | 3.52% |
| PI Industries Ltd | 3.52% |
| Apollo Hospitals Enterprise Ltd | 3.48% |
| Cipla Ltd | 3.47% |
| Hindustan Unilever Ltd | 3.47% |
| ITC Ltd | 3.47% |
| Sun Pharmaceuticals Industries Ltd | 3.45% |
| Tata Consultancy Services Ltd | 3.44% |
| NTPC Ltd | 3.42% |
| Bharti Airtel Ltd | 3.42% |
| SBI Life Insurance Co Ltd | 3.41% |
| Coal India Ltd | 3.41% |
Investment Strategy
The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved
Capital growth in tune with the index returns
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.