Uti Bse Low Volatility Index Fund Overview
Category Index Funds
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-12-2024
NAV ₹15.86(R) -1.15% ₹16.07(D) -1.15%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 15.38% -% -% -% -%
LumpSum (D) 15.91% -% -% -% -%
SIP (R) -% -% -% -% -%
SIP (D) -% -% -% -% -%
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: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 15.86
-0.1900
-1.1500%
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option 16.07
-0.1900
-1.1500%

Review Date: 20-12-2024

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 %
      • 1M Return %
      • 6M Return %
      • 3M Return %
  2. Risk: The threat of not realizing projected profits or even facing financial loss due to different issues is known as risk. 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 % 2.03
2.28
-2.55 | 9.59 62 | 145 Good
3M Return % -11.07
-6.03
-14.59 | 4.05 130 | 143 Poor
6M Return % -2.49
1.16
-10.55 | 25.65 112 | 140 Poor
1Y Return % 15.38
19.82
6.86 | 39.20 61 | 122 Good
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.07 2.32 -2.50 | 9.66 64 | 147
3M Return % -10.97 -5.93 -14.49 | 4.22 132 | 145
6M Return % -2.27 1.43 -10.29 | 26.07 115 | 142
1Y Return % 15.91 20.39 7.47 | 40.11 62 | 123
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -1.15 ₹ 9,885.00 -1.15 ₹ 9,885.00
1W -3.29 ₹ 9,671.00 -3.28 ₹ 9,672.00
1M 2.03 ₹ 10,203.00 2.07 ₹ 10,207.00
3M -11.07 ₹ 8,893.00 -10.97 ₹ 8,903.00
6M -2.49 ₹ 9,751.00 -2.27 ₹ 9,773.00
1Y 15.38 ₹ 11,538.00 15.91 ₹ 11,591.00
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 ₹ ₹
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
20-12-2024 15.8632 16.0708
19-12-2024 16.0483 16.2582
18-12-2024 16.1241 16.3348
17-12-2024 16.1427 16.3534
16-12-2024 16.3693 16.5827
13-12-2024 16.4028 16.6161
12-12-2024 16.2491 16.4601
11-12-2024 16.3135 16.5252
10-12-2024 16.2653 16.4761
09-12-2024 16.27 16.4806
06-12-2024 16.3732 16.5846
05-12-2024 16.3878 16.5992
04-12-2024 16.234 16.4432
03-12-2024 16.1984 16.4069
02-12-2024 16.1199 16.3272
29-11-2024 15.9879 16.193
28-11-2024 15.8653 16.0686
27-11-2024 16.015 16.22
26-11-2024 16.0147 16.2195
25-11-2024 16.004 16.2084
22-11-2024 15.8496 16.0514
21-11-2024 15.5472 15.745

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.