FundLens
55
Index — Factor / Smart BetaHold

UTI BSE Low Volatility Index

UTI · Direct–Growth · rank #22 / 55 Smart Score ke hisaab se

Data updated

UTI BSE Low Volatility Index ka score 55/100 hai — 55 mein #22 Index — Factor / Smart Beta fund (Hold). Mazbooti: utaar-chadhaav (category mein 98th percentile) aur expense ratio (category mein 73th percentile). Kamzori: 3 saal ka return (category mein 16th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
-5.3%
-8.0% index ke muqable
3 saal
8.3%
-3.0% index ke muqable
5 saal
Launch se
12.0%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2023
30.0%
2024
10.7%
2025
8.2%
2026
-7.9%

Risk metrics

Sharpe ratio
0.16
↑ jitna zyada, utna accha
Sortino ratio
0.23
↑ jitna zyada, utna accha
Std deviation
11.34
↓ jitna kam, utna accha
Alpha
-2.59
↑ jitna zyada, utna accha
Beta
0.70
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.