UTI BSE Low Volatility Index Fund
The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
Growthvine rating: 3/5 — ranked #73 of 245 in category.
Fund basics
| Category | Equity: Index |
|---|
| NAV | ₹14.71 (as of 2026-10-29) |
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| AUM | ₹418 Cr |
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| Expense ratio | 0.79% |
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| Riskometer | Very High |
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| Fund manager | Sharwan Kumar Goyal |
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| Exit load | 0 |
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Performance & risk
| Sharpe ratio | 0.05 |
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| Standard deviation | 14.42% |
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| Max drawdown | −19.43% |
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| Alpha | -3.09 |
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| Beta | 0.87 |
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Market cap allocation
| Large cap | 64.9% |
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| Mid cap | 22.8% |
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| Small cap | 12.3% |
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Concentration
| Top 5 holdings | 20.2% |
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| Top 10 holdings | 37.3% |
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| Total holdings | 30 |
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Top holdings
- Castrol India Ltd — 4.9%
- MINDSPACE BUSINESS PARKS REIT — 4.5%
- Marico Limited — 3.7%
- Abbott India Ltd. — 3.6%
- Apollo Hospitals Enterprises Ltd. — 3.5%
- ITC Ltd — 3.5%
- Sun Pharmaceutical Industries Ltd. — 3.5%
- NTPC Limited — 3.4%
- Bharti Airtel Ltd. — 3.4%
- SBI Life Insurance Company Limited — 3.4%
Top sectors
- Pharma & Biotech — 16.7%
- Banking & Financial — 10.1%
- Energy — 9.9%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −13.9% | — | — |
| 2025 | 7.7% | — | — |
| 2024 | 10.2% | — | — |
| 2023 | 29.4% | — | — |