UTI Mutual Fund · Index Funds · Equity Index · Direct plan
UTI BSE Low Volatility Index Fund - Direct Plan - Growth
₹15.2966NAV on 2 Nov 2026Expense ratio 0.66%
3 Nov 2025NAV low 14.84 · high 17.62-10.5%
In plain words
Over 3 years it returned +6.6% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.7%.
On 3-year return it ranks 137 of 149 funds in Equity Index.
A monthly SIP over 3 years ended ₹2,463 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +1.2% | +4.6% |
| 3 months | -8.1% | -3.8% |
| 6 months | -6.0% | -1.6% |
| 1 year | -10.3% | -8.1% |
| 3 years (yearly) | +6.6% | +8.0% |
| Since start (yearly) | +10.4% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,11,798 | -12.3% |
| 3 years | ₹3,60,000 | ₹3,42,511 | -3.2% |
Other plan of this fund: UTI BSE Low Volatility Index Fund - Regular Plan - Growth