50
Index — Factor / Smart BetaHold
UTI BSE Low Volatility Index
UTI · Direct–Growth · rank #31 of 55 by Smart Score
Data updated
Trailing returns
1 Year
-8.4%
-6.3% vs index
3 Years
6.5%
-3.3% vs index
5 Years
—
Since launch
11.3%
Year-by-year performance
2023
+30.0%+3.4% vs index
2024
+10.7%-4.9% vs index
2025
+8.2%+0.5% vs index
2026
-9.8%-6.2% vs index
Why this score
UTI BSE Low Volatility Index scores 50/100 — #31 of 55 Index — Factor / Smart Beta fund (Hold). It stands out for volatility and expense ratio — beating 98% of peers on volatility. The main drag is its 3y return (better than only 16% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
3Y return6.50% · 16th percentile in category
Volatility11.36 · 98th percentile in category
1Y return-8.42% · 6th percentile in category
Expense ratio0.50% · 70th percentile in category
Fund size452.64 Cr · 72nd percentile in category
Sharpe ratio0.00 · 58th percentile in category
Top holdings
1.Pidilite Industries Ltd4.7%
2.ICICI Bank Ltd4.29%
3.Nestle India Ltd3.99%
4.Titan Company Ltd3.91%
5.Grasim Industries Ltd3.82%
30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.