Uti Bse Low Volatility Index Fund

Review Date: 11-04-2025

Beginning of Analysis

UTI BSE Low Volatility Index Fund is the 16th ranked fund in the Index Funds category. The category has total 78 funds. The 5 star rating shows an excellent past performance of the UTI BSE Low Volatility Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.56 which is higher than the category average of 0.24.
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.
Index Mutual Fundss

UTI BSE Low Volatility Index Fund Return Analysis

• The fund has given a return of 2.61%, -1.56 and -10.53 in last one, three and six months respectively. In the same period the category average return was 1.9%, -2.39% and -11.04% respectively.
• The fund has given a return of 14.33% in last three years and ranked 9.0th out of 83 funds in the category. In the same period the Index Funds category average return was 10.64%.
• The fund has given a SIP return of -23.31% in last one year whereas category average SIP return is -22.44%. The fund one year return rank in the category is 66th in 120 funds
• The fund has SIP return of 10.82% in last three years and ranks 28th in 80 funds. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund has given the highest SIP return (17.88%) in the category in last three years.

UTI BSE Low Volatility Index Fund Risk Analysis

• The fund has a standard deviation of 13.52 and semi deviation of 9.72. The category average standard deviation is 13.49 and semi deviation is 9.59.
• The fund has a Value at Risk (VaR) of -18.37 and a maximum drawdown of -17.18. The category average VaR is -18.31 and the maximum drawdown is -15.32.

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 Index Funds Category

Good Performance in Index Funds Category

Poor Performance in Index Funds Category

Very Poor Performance in Index Funds Category