Should I invest in UTI BSE Low Volatility Index Fund?

We don't give personal investment advice. UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

UTI

UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option

Latest NAV

₹15.9034

As of

3 Jun 2026

1,043 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.18%	+0.27%	-0.09	158 / 353	Q2
1W	-2.37%	-0.97%	-1.40	290 / 353	Q4
2W	-1.45%	+0.26%	-1.71	337 / 353	Q4
1M	-2.29%	-0.26%	-2.03	300 / 351	Q4
3M	-5.28%	+0.41%	-5.69	292 / 341	Q4
6M	-7.93%	-1.84%	-6.09	266 / 332	Q4
YTD	-8.02%	-2.06%	-5.96	261 / 333	Q4
1Y	-3.60%	+1.97%	-5.57	242 / 306	Q4
2Y	+0.08%	+4.21%	-4.13	168 / 205	Q4
3Y	+10.78%	+11.24%	-0.46	59 / 168	Q2
4Y	+11.94%	+12.60%	-0.66	31 / 77	Q2
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.63%	+6.44%	+6.19	62 / 353	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.02%	-2.11%	-5.91	259 / 331
2025	+7.80%	+6.05%	+1.75	134 / 260
2024	+10.64%	+14.12%	-3.47	75 / 180
2023	+29.75%	+21.09%	+8.66	32 / 130
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.89%

40 windows

min -4.0% · max 46.6%

83% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+15.14%

16 windows

min 10.8% · max 18.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.37%

3-year · annualised

Sharpe ratio

0.35

vs risk-free 6.5%

Sortino ratio

0.52

Downside-only deviation

Max drawdown

-18.22%

Sep 2024 → Mar 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC Nifty 100 Equal Weight Index Fund - Direct Plan - Growth Option	HDFC	₹17.0459	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option	Nippon India	₹9.4121	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund- Direct Plan- Growth	SBI	₹9.7712	3 Jun 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth	ICICI Prudential	₹16.3229	3 Jun 2026
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth	Bandhan	₹9.4147	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth	Aditya Birla Sun Life	₹10.2360	3 Jun 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Direct Plan-Growth	Motilal Oswal	₹8.0969	3 Jun 2026
Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - Growth	Kotak	₹10.7610	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth	Edelweiss	₹14.3470	3 Jun 2026
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth	DSP	₹26.7856	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹15.9034
2 Jun 2026	₹15.9628
1 Jun 2026	₹15.9341
29 May 2026	₹16.1361
27 May 2026	₹16.3566
26 May 2026	₹16.3499
25 May 2026	₹16.3832
22 May 2026	₹16.2405
21 May 2026	₹16.2208
20 May 2026	₹16.1858

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option is ₹15.9034. It's a Index Fund from UTI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option has NAV history starting from 07 Mar 2022, a track record of about 4 years 2 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option is managed by UTI. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option has delivered a absolute return of -3.60% — -5.57 pp behind the Index Fund category average of 1.97%. The fund ranks #242 of 306 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option has delivered a CAGR of 10.78% — -0.46 pp behind the Index Fund category average of 11.24%. The fund ranks #59 of 168 in its category — the second (Q2) quartile.

UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option exactly 3 years ago would be worth approximately ₹135,942 today — a multiplier of 1.36×, based on the 3-year CAGR of 10.78%. The category average over the same window would have grown ₹1 lakh to ₹137,648.

A ₹10,000 monthly SIP in UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹371,875 today. That's an XIRR (money-weighted annualised return) of 2.12%.

UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹371,875 — XIRR 2.12%.

On a 3-year basis, UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option ranks #59 out of 168 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.24%; this fund delivered 10.78%.

The worst peak-to-trough decline UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option has experienced over the last 3-year window is 18.22% — its NAV fell from a high on 27 Sep 2024 to a low on 04 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option averaged 15.14% (best 18.73%, worst 10.78%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.35 — weak risk-adjusted performance.

In calendar year 2025, UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option returned 7.80% — beating the Index Fund category average of 6.05% by 1.75 pp. It ranked #134 of 260 in its category that year.

UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. UTI BSE Low Volatility Index Fund - Direct Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.