UTI BSE Low Volatility Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is PIDILITE INDUSTRIES LTD with a portfolio weight of 4.48% .
The fund currently owns more than 31 stocks.
The top 10 holdings account for 38.38% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -1.38% | 2.52% |
| 2 Year Return | 21.24% | 14.81% |
| 3 Year Return | 48.82% | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.39% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Materials |
4.48%
|
|
| 2 | Financials |
4.13%
|
|
| 3 | Food Processing & Packaging |
3.97%
|
|
| 4 | Consumer Staples |
3.81%
|
|
| 5 | Finance - Banks - Private Sector |
3.74%
|
|
| 6 | Materials |
3.73%
|
|
| 7 | Health Care |
3.69%
|
|
| 8 | Materials |
3.65%
|
|
| 9 | Consumer Discretionary |
3.63%
|
|
| 10 | Materials |
3.55%
|
|
| 11 | Communication Services |
3.48%
|
|
| 12 | Materials |
3.47%
|
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Moderate Risk
UTI BSE Low Volatility Index Fund - Direct Plan is managed by UTI .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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