Uti Bse Low Volatility Index Fund Overview
Category Index Funds
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 25-10-2024
NAV ₹16.44(R) -0.52% ₹16.65(D) -0.52%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 31.34% -% -% -% -%
LumpSum (D) 31.95% -% -% -% -%
SIP (R) 14.42% -% -% -% -%
SIP (D) 14.96% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
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NAV Date: 25-10-2024

Scheme Name NAV Rupee Change Percent Change
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 16.44
-0.0900
-0.5200%
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option 16.65
-0.0900
-0.5200%

Review Date: 25-10-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed four return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
    1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: UTI BSE Low Volatility Index Fund has four return parameters that are below average in the category, which are listed below:
      • 1Y Return %
      • 6M Return %
      • 3M Return %
      • 1M Return %
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For UTI BSE Low Volatility Index Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: UTI BSE Low Volatility Index Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: UTI BSE Low Volatility Index Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: UTI BSE Low Volatility Index Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -7.51
-6.52
-14.23 | 0.68 67 | 142 Good
3M Return % -3.28
-1.28
-17.10 | 8.99 114 | 140 Poor
6M Return % 5.44
8.32
1.15 | 26.24 103 | 128 Poor
1Y Return % 31.34
33.38
7.41 | 60.49 66 | 118 Average
1Y SIP Return % 14.42
18.86
7.37 | 40.47 90 | 116 Poor
Return data last Updated On : Oct. 25, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -7.47 -6.49 -14.17 | 0.70 68 | 144
3M Return % -3.17 -1.17 -16.94 | 9.20 116 | 142
6M Return % 5.68 8.61 1.39 | 26.66 105 | 130
1Y Return % 31.95 34.00 7.56 | 60.97 66 | 118
1Y SIP Return % 14.96 19.42 7.53 | 41.34 93 | 116
Return data last Updated On : Oct. 25, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.52 ₹ 9,948.00 -0.52 ₹ 9,948.00
1W -3.43 ₹ 9,657.00 -3.42 ₹ 9,658.00
1M -7.51 ₹ 9,249.00 -7.47 ₹ 9,253.00
3M -3.28 ₹ 9,672.00 -3.17 ₹ 9,683.00
6M 5.44 ₹ 10,544.00 5.68 ₹ 10,568.00
1Y 31.34 ₹ 13,134.00 31.95 ₹ 13,195.00
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

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.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 14.42 ₹ 12,916.69 14.96 ₹ 12,950.33
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Uti Bse Low Volatility Index Fund NAV Regular Growth Uti Bse Low Volatility Index Fund NAV Direct Growth
25-10-2024 16.442 16.6456
24-10-2024 16.5281 16.7325
23-10-2024 16.6363 16.8419
22-10-2024 16.6837 16.8897
21-10-2024 16.8699 17.0779
18-10-2024 17.026 17.2353
17-10-2024 17.0241 17.2332
16-10-2024 17.228 17.4394
15-10-2024 17.2735 17.4851
14-10-2024 17.2419 17.453
11-10-2024 17.1886 17.3984
10-10-2024 17.2076 17.4174
09-10-2024 17.2377 17.4476
08-10-2024 17.229 17.4386
07-10-2024 17.1311 17.3393
04-10-2024 17.2444 17.4533
03-10-2024 17.4653 17.6767
01-10-2024 17.8567 18.0723
30-09-2024 17.8732 18.0889
27-09-2024 18.0202 18.2369
26-09-2024 17.9511 18.1667
25-09-2024 17.7764 17.9897

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.