UTI-S&P BSE Low Volatility Index Fund – Dir Growth

Other · Index
500
Min SIP
5,000
Min Lumpsum
0.44 %
Expense Ratio
Rating
173
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 21 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 19.9% - - 17.9%
Category Average 20.8% 18.3% 14% -

Scheme Allocation

By Holding
By Sector
By Asset
4.25%
Others
79.79%
View all Holdings
Holdings Sector Instrument Asset
Colgate-Palmoliv FMCG Equity 4.33%
Cipla Pharmaceuticals Equity 4.25%
Nestle India FMCG Equity 4%
Glaxosmi. Pharma Pharmaceuticals Equity 3.84%
Castrol India Chemicals Equity 3.79%
Alkem Lab Pharmaceuticals Equity 3.76%
Torrent Pharma. Pharmaceuticals Equity 3.61%
Dr Reddy's Labs Pharmaceuticals Equity 3.58%
Relaxo Footwear Leather Equity 3.55%
Oracle Fin.Serv. IT - Software Equity 3.53%
Sun Pharma.Inds. Pharmaceuticals Equity 3.5%
ITC Tobacco Products Equity 3.47%
Bajaj Auto Automobile Equity 3.44%
Larsen & Toubro Infrastructure Developers & Operators Equity 3.43%
Whirlpool India Consumer Durables Equity 3.33%
Bharti Airtel Telecomm-Service Equity 3.24%
ICICI Bank Banks Equity 3.23%
Abbott India Pharmaceuticals Equity 3.14%
Bayer Crop Sci. Agro Chemicals Equity 3.14%
I O C L Refineries Equity 3.13%
Marico FMCG Equity 3.13%
Ipca Labs. Pharmaceuticals Equity 2.96%
Pidilite Inds. Chemicals Equity 2.94%
Kotak Mah. Bank Banks Equity 2.91%
Britannia Inds. FMCG Equity 2.89%
HCL Technologies IT - Software Equity 2.88%
Dabur India FMCG Equity 2.88%
TCS IT - Software Equity 2.82%
Hind. Unilever FMCG Equity 2.7%
HDFC Bank Banks Equity 2.53%
Pharmaceuticals & Biotech
28.65%
Banks
8.92%
IT-Software
8.79%
Personal Products
7.37%
Food Products
7.07%
Others
39.2%
View all Sectors
Sectors Asset
Pharmaceuticals & Biotech 28.65%
Banks 8.92%
IT-Software 8.79%
Personal Products 7.37%
Food Products 7.07%
Petroleum Products 6.96%
Consumer Durables 6.54%
Diversified FMCG 6.33%
Automobiles 3.68%
Construction 3.34%
Telecom-Services 3.3%
Agricultural Food & other 3.02%
Chemicals & Petrochemical 3%
Fertilisers & Agrochemica 2.86%
Cash & Others 0.17%
Others 0.01%
Equity
99.93%
Net Curr Ass/Net Receivables
0.05%
Fixed Deposit
0.01%
Others
0.01%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load Nil

Fund Objective

The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Managers

Sharwan Kumar Goyal

Sharwan Kumar Goyal is currently employed as the Vice President and Fund Manager – Equities. He is a CFA charter holder from CFA Institute, USA, and has a Postgraduate Diploma in Management (MMS) from Welingkar Institute of Management Development & Research, Mumbai. He started his career at UTI in June 2006 and has more than 11 years of experience in risk management, equity analysis, and portfolio analysis. He is currently working as a fund manager for overseas investments.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in

Frequently Asked Questions

How to invest in UTI-S&P BSE Low Volatility Index Fund – Dir Growth ?

You can invest in UTI-S&P BSE Low Volatility Index Fund – Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for UTI-S&P BSE Low Volatility Index Fund – Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of UTI-S&P BSE Low Volatility Index Fund – Dir Growth ?

The NAV of UTI-S&P BSE Low Volatility Index Fund – Dir Growth is ₹12.8 as of 21 September 2023.

How to redeem UTI-S&P BSE Low Volatility Index Fund – Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of UTI-S&P BSE Low Volatility Index Fund – Dir Growth?

The minimum SIP amount of UTI-S&P BSE Low Volatility Index Fund – Dir Growth is ₹500

What are the top sectors UTI-S&P BSE Low Volatility Index Fund – Dir Growth has invested in?

The top sectors UTI-S&P BSE Low Volatility Index Fund – Dir Growth has invested in are
  1. Pharmaceuticals & Biotech - 28.65%
  2. Banks - 8.92%
  3. IT-Software - 8.79%
  4. Personal Products - 7.37%
  5. Food Products - 7.07%

Can I make investments in both the SIP and Lump Sum schemes of UTI-S&P BSE Low Volatility Index Fund – Dir Growth?

Yes, You can select both SIP or Lumpsum investment of UTI-S&P BSE Low Volatility Index Fund – Dir Growth based on your investment objective and risk tolerance.

How much returns have UTI-S&P BSE Low Volatility Index Fund – Dir Growth generated ?

The UTI-S&P BSE Low Volatility Index Fund – Dir Growth has delivered 17.9% since inception

What is the expense ratio of UTI-S&P BSE Low Volatility Index Fund – Dir Growth ?

The expense ratio of UTI-S&P BSE Low Volatility Index Fund – Dir Growth is 0.44 % as of 21 September 2023.

What is the AUM of UTI-S&P BSE Low Volatility Index Fund – Dir Growth?

The AUM of UTI-S&P BSE Low Volatility Index Fund – Dir Growth is ₹2,48,191 Cr as of 21 September 2023

What are the top stock holdings of UTI-S&P BSE Low Volatility Index Fund – Dir Growth?

The top stock holdings of UTI-S&P BSE Low Volatility Index Fund – Dir Growth are
  1. Colgate-Palmoliv - 4.33%
  2. Cipla - 4.25%
  3. Nestle India - 4%
  4. Glaxosmi. Pharma - 3.84%
  5. Castrol India - 3.79%

How can I redeem my investments in UTI-S&P BSE Low Volatility Index Fund – Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-S&P BSE Low Volatility Index Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now