UTI BSE Low Volatility Index Fund
Direct · Growth ₹15.30
02 Nov 2026
NAV
13.9%
3Y CAGR
13.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.98
Sharpe
-18.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.43%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.49 L | 12.9% | -19.3% | 58.3% |
| 3 Years | ₹36.00 L | ₹42.26 L | 8.5% | -5.8% | 17.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 12.9% | 4.7% |
| 3 Years | 8.5% | 10.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.7% | 8.9% | -14.1% | 46.4% | 0.45 | 1.27 | 76% | — | — |
| 3 Years | 13.9% | 15.2% | 5.1% | 20.5% | 1.98 | 37.24 | 100% | — | — |
-18.7%
Max Drawdown
25 mo
Drawdown Duration
Not recovered
Recovery Time
-5.4%
Avg Drawdown
Calmar Ratio by Duration
0.74
1Y
0.75
3Y