UTI S&P BSE Low Volatility Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 42.69 | N/A | N/A | N/A |
Average Rolling Returns(%) | 24.76 | N/A | N/A | N/A |
The Current NAV of UTI S&P BSE Low Volatility Index Fund - Growth - Direct Plan is ₹15.69.
It is better to invest in a fund with a longer track record as UTI S&P BSE Low Volatility Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark , as the Funds portfolio is similar to its benchmark.
UTI S&P BSE Low Volatility Index Fund - Growth - Direct Plan fund’s expense ratio is 0.45%
The process for redemption is
The AUM of UTI S&P BSE Low Volatility Index Fund - Growth - Direct Plan is currently ₹350 Crores.
The Top three stocks are Maruti Suzuki, ICICI Bank and ITC and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 37% of fund’s portfolio respectively.
Top three sectors of UTI S&P BSE Low Volatility Index Fund - Growth - Direct Plan fund are FMCG, BFSI and Auto accounting for 50% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI S&P BSE Low Volatility Index Fund - Growth - Direct Plan Fund is Index Funds - Other.
Sharwan Kumar Goyal and Ayush Jain manage the UTI S&P BSE Low Volatility Index Fund - Growth - Direct Plan Fund.
UTI S&P BSE Low Volatility Index Fund - Growth - Direct Plan current PE ratio is 51.22 and PB ratio is 12.70
The asset allocation of UTI S&P BSE Low Volatility Index Fund - Growth - Direct Plan is Stocks : 100.25%, Debt : -0.24% and Gold : 0%
The minimum SIP amount for UTI S&P BSE Low Volatility Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI S&P BSE Low Volatility Index Fund - Growth - Direct Plan is Nil