55
Index — Factor / Smart BetaHold
UTI BSE Low Volatility Index
UTI · Direct–Growth · rank #22 of 55 by Smart Score
Data updated
Trailing returns
1 Year
-5.3%
-8.0% vs index
3 Years
8.3%
-3.0% vs index
5 Years
—
Since launch
12.0%
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
-7.9%-6.0% vs index
Why this score
UTI BSE Low Volatility Index scores 55/100 — #22 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 return8.35% · 16th percentile in category
Volatility11.34 · 98th percentile in category
1Y return-5.32% · 7th percentile in category
Expense ratio0.50% · 73rd percentile in category
Sharpe ratio0.16 · 66th percentile in category
Fund size475.60 Cr · 72nd percentile in category
Top holdings
1.Pidilite Industries Ltd4.48%
2.ICICI Bank Ltd4.13%
3.Nestle India Ltd3.97%
4.Marico Ltd3.81%
5.HDFC Bank Ltd3.74%
30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.