Uti Bse Low Volatility Index Fund Overview
Category Index Funds
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 19-11-2024
NAV ₹15.65(R) +0.21% ₹15.85(D) +0.21%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 18.83% -% -% -% -%
LumpSum (D) 19.38% -% -% -% -%
SIP (R) -14.38% -% -% -% -%
SIP (D) -13.96% -% -% -% -%
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: 19-11-2024

Scheme Name NAV Rupee Change Percent Change
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 15.65
0.0300
0.2100%
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option 15.85
0.0300
0.2100%

Review Date: 19-11-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the four return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
    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 %
      • 1M 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: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For UTI BSE Low Volatility Index Fund, we have evaluated zero risk-adjusted performance parameters.
    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 % -7.22
-4.65
-8.56 | 1.96 120 | 145 Poor
3M Return % -7.72
-3.98
-14.58 | 6.08 117 | 144 Poor
6M Return % -0.30
4.44
-5.05 | 26.10 117 | 138 Poor
1Y Return % 18.83
24.74
7.35 | 44.92 93 | 122 Average
1Y SIP Return % -14.38
-8.15
-38.78 | 10.23 98 | 120 Poor
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -7.19 -4.61 -8.51 | 1.99 123 | 147
3M Return % -7.61 -3.87 -14.42 | 6.22 120 | 146
6M Return % -0.08 4.72 -4.84 | 26.52 119 | 140
1Y Return % 19.38 25.33 7.50 | 45.38 89 | 123
1Y SIP Return % -13.96 -7.67 -38.48 | 10.82 99 | 121
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.21 ₹ 10,021.00 0.21 ₹ 10,021.00
1W -1.84 ₹ 9,816.00 -1.83 ₹ 9,817.00
1M -7.22 ₹ 9,278.00 -7.19 ₹ 9,281.00
3M -7.72 ₹ 9,228.00 -7.61 ₹ 9,239.00
6M -0.30 ₹ 9,970.00 -0.08 ₹ 9,992.00
1Y 18.83 ₹ 11,883.00 19.38 ₹ 11,938.00
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 -14.38 ₹ 11,040.50 -13.96 ₹ 11,069.29
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
19-11-2024 15.6512 15.8499
18-11-2024 15.6181 15.8162
14-11-2024 15.7097 15.9082
13-11-2024 15.7752 15.9743
12-11-2024 15.9446 16.1457
11-11-2024 16.1876 16.3916
08-11-2024 16.365 16.5706
07-11-2024 16.36 16.5652
06-11-2024 16.4684 16.6749
05-11-2024 16.2941 16.4982
04-11-2024 16.2532 16.4565
31-10-2024 16.3988 16.6032
30-10-2024 16.4961 16.7015
29-10-2024 16.5091 16.7144
28-10-2024 16.5229 16.7281
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

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.