UTI S&P BSE Low Volatility Index Fund - Regular Plan - Growth Option
Category: Index Fund
Launch Date: 03-03-2022
AUM:
₹ 368.54 Cr
Expense Ratio
0.91%
Benchmark
S&P BSE Low Volatility TRI
ISIN
INF789F1AVE5
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Sharwan Kumar Goyal, Ayush Jain
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI S&P BSE Low Volatility Index Fund - Regular Plan - Growth Option | 37.35 | - | - |
| S&P BSE Low Volatility TRI | 39.09 | 29.07 | 24.9 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
15.5963
Last change
0.02 (0.15%)
Fund Size (AUM)
₹ 368.54 Cr
Performance
24.59% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks 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.
Fund Manager
Sharwan Kumar Goyal, Ayush Jain
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 3.91 |
| Maruti Suzuki India Ltd. | 3.87 |
| Honeywell Automation India Ltd. | 3.86 |
| ITC Ltd. | 3.74 |
| Bharti Airtel Ltd. | 3.73 |
| Asian Paints Ltd. | 3.65 |
| United Breweries Ltd. | 3.6 |
| Hindustan Unilever Ltd. | 3.48 |
| Pidilite Industries Ltd. | 3.47 |
| Nestle India Ltd. | 3.42 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Staples | 26.89 |
| Financial | 13.57 |
| Materials | 10.31 |
| Automobile | 9.86 |
| Healthcare | 9.28 |
| Consumer Discretionary | 6.74 |
| Capital Goods | 3.86 |
| Communication | 3.73 |
| Chemicals | 3.47 |
| Metals & Mining | 3.24 |