UTI BSE Low Volatility Index Fund
Direct · Growth ₹16.32
19 Jun 2026
NAV
15.6%
3Y CAGR
15.6%
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.
4.11
Sharpe
-18.2%
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.
NA
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 | ₹12.57 L | 15.1% | -19.3% | 58.3% |
| 3 Years | ₹36.00 L | ₹42.80 L | 10.8% | -0.2% | 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 | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 15.1% | 14.5% | 9.0% | +0.6% |
| 3 Years | 10.8% | 11.2% | 13.2% | -0.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.9% | 13.3% | -9.3% | 46.4% | 0.61 | 2.18 | 83% | — | — |
| 3 Years | 15.6% | 15.8% | 10.3% | 20.5% | 4.11 | — | 100% | — | — |
-18.2%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-4.8%
Avg Drawdown
Calmar Ratio by Duration
0.87
1Y
0.85
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.21 | 0.84 | 83.6% | 82.3% | -1.4% | -3.1% |
| 3 Years | +2.84 | 0.76 | 82.0% | 76.8% | 10.9% | 8.6% |
| 5 Years | +2.92 | 0.72 | 77.3% | 70.5% | 10.8% | 8.4% |
| 7 Years | +1.50 | 0.72 | 77.3% | 70.5% | 7.6% | 6.0% |
| 10 Years | +0.49 | 0.72 | 77.3% | 70.5% | 5.3% | 4.1% |
| 12 Years | +0.09 | 0.72 | 77.3% | 70.5% | 4.4% | 3.4% |
| 15 Years | -0.30 | 0.72 | 77.3% | 70.5% | 3.5% | 2.7% |