51
Index — Factor / Smart BetaHold
UTI BSE Low Volatility Index
UTI · Direct–Growth · rank #32 of 57 by Smart Score
Data updated
Trailing returns
1 Year
-12.3%
-6.5% vs index
3 Years
5.4%
-3.8% vs index
5 Years
—
Since launch
10.2%
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
-13.4%-6.4% vs index
Why this score
UTI BSE Low Volatility Index scores 51/100 — #32 of 57 Index — Factor / Smart Beta fund (Hold). It stands out for volatility and fund size — 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 return5.36% · 16th percentile in category
Volatility11.48 · 98th percentile in category
1Y return-12.33% · 2nd percentile in category
Fund size417.82 Cr · 73rd percentile in category
Sharpe ratio-0.10 · 65th percentile in category
Expense ratio0.51% · 64th percentile in category
Top holdings
1.Castrol India Ltd4.94%
2.Marico Ltd3.65%
3.Abbott India Ltd3.62%
4.Apollo Hospitals Enterprise Ltd3.48%
5.ITC Ltd3.47%
29 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.