UTI BSE Low Volatility Index Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation14.4%
Sharpe Ratio-0.28
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
MRF LtdConsumers4.31%
Nestle India LtdConsumers3.85%
Britannia Industries LtdConsumers3.82%
ICICI Bank LtdFinancial Services3.74%
HDFC Bank LtdFinancial Services3.70%
Dr Reddy's Laboratories LtdServices3.67%
SBI Life Insurance Co LtdFinancial Services3.55%
Reliance Industries LtdEnergy & Infra3.54%
HDFC Life Insurance Co LtdFinancial Services3.52%
Bharti Airtel LtdServices3.50%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.91%
Regulatory & Tax Information
INF789F1AVE5
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)