UTI BSE Low Volatility Index Fund Direct Growth

Scheme code: INF789F1AVF2 NAV value: ₹ 15.6356 NAV date: 19 March, 2026 TER: 0.43%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-9.2546.3516.2017.299.23
3 year13.2420.4616.0516.3915.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6117.29
3 year 6.2830.9515.0416.39
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4917.29
3 year 6.5619.6413.5716.39
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7517.29
3 year 7.6821.4915.0616.39
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1617.29
3 year 8.0432.0317.8116.39
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,76,425 - Absolute Returns: ₹76,425 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,16,509 - Absolute Returns: ₹7,16,509 - CAGR: %

Drawdown Metrics

Max Drawdown

-18.22 %

Drawdown Duration

5 months

Avg Drawdown

-4.36 %

Calmar Ratio by Duration

1 Y

0.9492

3 Y

0.8998

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 1.02 0.82 84.5 81.6 5.47 % 4.00 %
3 years 3.95 0.74 81.4 74.1 14.00 % 11.28 %
5 years 2.80 0.71 77.0 69.8 10.29 % 7.89 %
7 years 1.40 0.71 77.0 69.8 7.24 % 5.57 %
10 years 0.39 0.71 77.0 69.8 5.02 % 3.87 %
12 years 0.00 0.71 77.0 69.8 4.16 % 3.21 %
15 years -0.38 0.71 77.0 69.8 3.32 % 2.56 %