Uti Bse Low Volatility Index Fund Overview
Category Index Funds
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-01-2025
NAV ₹15.72(R) +0.42% ₹15.93(D) +0.42%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 5.57% -% -% -% -%
LumpSum (D) 6.06% -% -% -% -%
SIP (R) -32.52% -% -% -% -%
SIP (D) -32.17% -% -% -% -%
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: 20-01-2025

Scheme Name NAV Rupee Change Percent Change
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option 15.72
0.0700
0.4200%
UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option 15.93
0.0700
0.4200%

Review Date: 20-01-2025

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 UTI BSE Low Volatility Index Fund has one return parameter in the category, which is above average but below the top 25%, as shown below:
      • 1M Return %
    3. Below Average: Three return parameters of the fund are below average in the category, which are listed below:
      • 1Y Return %
      • 3M Return %
      • 6M 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 % -0.90
-2.42
-10.92 | 2.86 37 | 143 Good
3M Return % -6.82
-5.49
-15.37 | 5.33 101 | 143 Average
6M Return % -7.32
-3.83
-15.42 | 11.73 110 | 141 Poor
1Y Return % 5.57
11.83
5.57 | 28.62 121 | 122 Poor
1Y SIP Return % -32.52
-27.28
-38.16 | -13.96 115 | 120 Poor
Return data last Updated On : Jan. 20, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -0.86 -2.38 -10.87 | 2.90 37 | 145
3M Return % -6.71 -5.38 -15.25 | 5.47 103 | 145
6M Return % -7.11 -3.61 -15.10 | 12.11 112 | 143
1Y Return % 6.06 12.35 6.06 | 29.29 122 | 123
1Y SIP Return % -32.17 -26.90 -37.69 | -13.33 116 | 121
Return data last Updated On : Jan. 20, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.42 ₹ 10,042.00 0.42 ₹ 10,042.00
1W 0.75 ₹ 10,075.00 0.76 ₹ 10,076.00
1M -0.90 ₹ 9,910.00 -0.86 ₹ 9,914.00
3M -6.82 ₹ 9,318.00 -6.71 ₹ 9,329.00
6M -7.32 ₹ 9,268.00 -7.11 ₹ 9,289.00
1Y 5.57 ₹ 10,557.00 6.06 ₹ 10,606.00
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 -32.52 ₹ 9,756.25 -32.17 ₹ 9,782.09
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
20-01-2025 15.7199 15.9319
17-01-2025 15.6542 15.8647
16-01-2025 15.638 15.8481
15-01-2025 15.6218 15.8314
14-01-2025 15.6277 15.8373
13-01-2025 15.6033 15.8124
10-01-2025 15.8277 16.0391
09-01-2025 15.9847 16.1981
08-01-2025 15.9935 16.2067
07-01-2025 16.0158 16.2292
06-01-2025 15.958 16.1704
03-01-2025 16.1343 16.3483
02-01-2025 16.1965 16.4112
01-01-2025 15.9335 16.1445
31-12-2024 15.8781 16.0882
30-12-2024 15.8923 16.1024
27-12-2024 15.9295 16.1395
26-12-2024 15.8804 16.0895
24-12-2024 15.9246 16.1339
23-12-2024 15.9074 16.1163
20-12-2024 15.8632 16.0708

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.