UTI BSE Low Volatility Index Fund - Growth - Direct Plan

NAV 15.59(-0.41%)
Feb 19, 2025
UTI BSE Low Volatility Index Fund - Growth - Direct Plan
AUM
₹550 Cr
Expense (%)
0.45
Turnover (%)
61.03
Benchmark
BSE Low Volatility Index - TRI
Asset Quality
Large, Green
Differs from benchmark (%)
67.15

3Yr Rolling Returns(%)

Benchmark# : undefined
                                                                                                                                                            Benchmark# is
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FAQ : UTI BSE Low Volatility Index Fund - Growth - Direct Plan

UTI BSE Low Volatility Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 5.63 N/A N/A N/A
Average Rolling Returns(%) 28.22 N/A N/A N/A

The Current NAV of UTI BSE Low Volatility Index Fund - Growth - Direct Plan is ₹15.59.

It is better to invest in a fund with a longer track record as UTI BSE Low Volatility Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

UTI BSE Low Volatility Index Fund - Growth - Direct Plan fund’s expense ratio is 0.45%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of UTI BSE Low Volatility Index Fund - Growth - Direct Plan is currently ₹550 Crores.

The Top three stocks are Sun Pharma Inds., ICICI Bank and Bharti Airtel and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 37% of fund’s portfolio respectively.

Top three sectors of UTI BSE Low Volatility Index Fund - Growth - Direct Plan fund are BFSI, FMCG and Healthcare accounting for 55% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of UTI BSE Low Volatility Index Fund - Growth - Direct Plan Fund is Index Funds - Other.

Sharwan Kumar Goyal and Ayush Jain manage the UTI BSE Low Volatility Index Fund - Growth - Direct Plan Fund.

UTI BSE Low Volatility Index Fund - Growth - Direct Plan current PE ratio is 44.45 and PB ratio is 10.98

The asset allocation of UTI BSE Low Volatility Index Fund - Growth - Direct Plan is Stocks : 99.99%, Debt : 0% and Gold : 0%

The minimum SIP amount for UTI BSE Low Volatility Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00

The exit load for UTI BSE Low Volatility Index Fund - Growth - Direct Plan is Nil

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