UTI BSE Low Volatility Index Fund Regular Growth
You have to be logged in to add this to Watchlist.
- Rating N.A.
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)377.42
- CAGR 37.61%
- Exit Load0.00%
- Expense ratio0.91%
- CategoryIndex Funds
- Min Investment5000
- Min SIP500
- Launch Date2022-03-07
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- Honeywell Automation India
- 16.74
- 4.43%
- Bharti Airtel
- 14.79
- 3.92%
- ICICI Bank
- 14.53
- 3.85%
- Maruti Suzuki India
- 14.30
- 3.79%
- Britannia Industries
- 14.15
- 3.75%
- ITC
- 13.99
- 3.70%
- Asian Paints
- 13.95
- 3.69%
- Hindustan Unilever
- 13.90
- 3.68%
- Pidilite Industries
- 12.90
- 3.42%
- Dabur India
- 12.90
- 3.42%
Peer Comparison
- Fund Name
- ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth56.77%
- ICICI Prudential Nifty Bank Index Fund Regular Growth16.69%
- UTI BSE Low Volatility Index Fund Regular Growth37.61%
- Navi Nifty Next 50 Index Fund Regular Growth66.3%
- Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular Growth48.57%
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio0.00
- Std Deviation 0.00%
- Tracking Error 0.00%
About Fund
The investment objective of the scheme is 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. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved
The UTI BSE Low Volatility Index Fund Regular Growth has an AUM of 377.42 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.91%. The minimum investment in UTI BSE Low Volatility Index Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.
The top holdings of the fund include Honeywell Automation India, Bharti Airtel, ICICI Bank & Maruti Suzuki India.
The major sectors where the fund is invested are Regional Banks, Personal & Household Prods., Food Processing & Biotechnology & Drugs.
Some of the similar funds are ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth, ICICI Prudential Nifty Bank Index Fund Regular Growth, UTI BSE Low Volatility Index Fund Regular Growth, Navi Nifty Next 50 Index Fund Regular Growth, Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular Growth. UTI BSE Low Volatility Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
