Should I invest in UTI BSE Low Volatility Index Fund?

We don't give personal investment advice. UTI BSE Low Volatility Index Fund - Regular 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 - Regular Plan - Growth Option

Latest NAV

₹15.5911

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%	+0.28%	-0.10	126 / 291	Q2
1W	-2.38%	-0.98%	-1.40	234 / 291	Q4
2W	-1.47%	+0.23%	-1.70	276 / 291	Q4
1M	-2.32%	-0.27%	-2.06	251 / 289	Q4
3M	-5.39%	+0.47%	-5.86	246 / 281	Q4
6M	-8.14%	-1.88%	-6.26	224 / 273	Q4
YTD	-8.20%	-2.01%	-6.18	223 / 275	Q4
1Y	-4.05%	+1.49%	-5.54	202 / 254	Q4
2Y	-0.39%	+3.75%	-4.14	127 / 159	Q4
3Y	+10.26%	+10.70%	-0.44	45 / 126	Q2
4Y	+11.42%	+12.13%	-0.70	23 / 53	Q2
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.11%	+5.52%	+6.59	48 / 291	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	-8.20%	-2.06%	-6.13	221 / 273
2025	+7.29%	+5.14%	+2.14	110 / 211
2024	+10.14%	+13.66%	-3.52	57 / 136
2023	+29.15%	+20.09%	+9.07	23 / 94
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

+15.35%

40 windows

min -4.4% · max 45.9%

80% positive

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

3-Year rolling

+14.61%

16 windows

min 10.3% · max 18.2%

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

13.36%

3-year · annualised

Sharpe ratio

0.32

vs risk-free 6.5%

Sortino ratio

0.47

Downside-only deviation

Max drawdown

-18.38%

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 Top 20 Equal Weight Index Fund - Regular Growth	HDFC	₹9.5172	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Regular Plan - Growth Option	Nippon India	₹9.3228	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Growth	SBI	₹9.7387	3 Jun 2026
Bandhan Nifty 200 Quality 30 Index Fund - Regular Plan - Growth	Bandhan	₹9.3232	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth	Aditya Birla Sun Life	₹10.1737	3 Jun 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth	Motilal Oswal	₹8.0030	3 Jun 2026
Kotak Nifty 100 Equal Weight Index Fund - Regular Plan - Growth	Kotak	₹10.6840	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan Growth	Edelweiss	₹13.9297	3 Jun 2026
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth	DSP	₹25.6698	3 Jun 2026
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹7.8515	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹15.5911
2 Jun 2026	₹15.6495
1 Jun 2026	₹15.6216
29 May 2026	₹15.8202
27 May 2026	₹16.0367
26 May 2026	₹16.0304
25 May 2026	₹16.0632
22 May 2026	₹15.9239
21 May 2026	₹15.9047
20 May 2026	₹15.8706

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 - Regular Plan - Growth Option is ₹15.5911. It's a Index Fund from UTI, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

UTI BSE Low Volatility Index Fund - Regular 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 - Regular 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 - Regular Plan - Growth Option has delivered a absolute return of -4.05% — -5.54 pp behind the Index Fund category average of 1.49%. The fund ranks #202 of 254 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option has delivered a CAGR of 10.26% — -0.44 pp behind the Index Fund category average of 10.70%. The fund ranks #45 of 126 in its category — the second (Q2) quartile.

UTI BSE Low Volatility Index Fund - Regular 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 - Regular Plan - Growth Option exactly 3 years ago would be worth approximately ₹134,059 today — a multiplier of 1.34×, based on the 3-year CAGR of 10.26%. The category average over the same window would have grown ₹1 lakh to ₹135,665.

A ₹10,000 monthly SIP in UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹369,082 today. That's an XIRR (money-weighted annualised return) of 1.62%.

UTI BSE Low Volatility Index Fund - Regular 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 ₹369,082 — XIRR 1.62%.

On a 3-year basis, UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option ranks #45 out of 126 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 10.70%; this fund delivered 10.26%.

The worst peak-to-trough decline UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option has experienced over the last 3-year window is 18.38% — 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 - Regular Plan - Growth Option averaged 14.61% (best 18.18%, worst 10.26%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.32 — weak risk-adjusted performance.

In calendar year 2025, UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option returned 7.29% — beating the Index Fund category average of 5.14% by 2.14 pp. It ranked #110 of 211 in its category that year.

UTI BSE Low Volatility Index Fund - Regular 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 - Regular 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.