UTI BSE Low Volatility Index Fund
Direct · Growth ₹16.69
06 Jul 2026
NAV
15.1%
3Y CAGR
15.1%
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.
3.28
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 | ₹12.55 L | 14.5% | -19.3% | 58.3% |
| 3 Years | ₹36.00 L | ₹42.65 L | 10.1% | -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 | 14.5% | 14.5% | 9.2% | +0.0% |
| 3 Years | 10.1% | 11.2% | 12.6% | -1.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.2% | 11.1% | -9.3% | 46.4% | 0.56 | 1.90 | 80% | — | — |
| 3 Years | 15.1% | 15.5% | 9.0% | 20.5% | 3.28 | — | 100% | — | — |
-18.2%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-5.0%
Avg Drawdown
Calmar Ratio by Duration
0.83
1Y
0.83
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.55 | 0.83 | 80.4% | 79.7% | 0.7% | 0.2% |
| 3 Years | +1.73 | 0.76 | 81.5% | 77.4% | 9.8% | 8.5% |
| 5 Years | +3.02 | 0.72 | 76.9% | 70.2% | 11.4% | 9.1% |
| 7 Years | +1.58 | 0.72 | 76.9% | 70.2% | 8.0% | 6.4% |
| 10 Years | +0.53 | 0.72 | 76.9% | 70.2% | 5.5% | 4.5% |
| 12 Years | +0.14 | 0.72 | 76.9% | 70.2% | 4.6% | 3.7% |
| 15 Years | -0.26 | 0.72 | 76.9% | 70.2% | 3.7% | 3.0% |