Question 1

Which funds are similar to UTI BSE Low Volatility Index Fund Direct-Growth?

Accepted Answer

Funds similar to UTI BSE Low Volatility Index Fund Direct-Growth in the Equity: Thematic-Factor-based category include UTI Nifty200 Momentum 30 Index Fund Direct-Growth, SBI Quality Fund Direct-Growth, and ICICI Prudential Quality Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of UTI BSE Low Volatility Index Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis UTI BSE Low Volatility Index Fund Direct-Growth is ranked 16 out of 18 funds in the Equity: Thematic-Factor-based category as of 16 Jul 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does UTI BSE Low Volatility Index Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

UTI BSE Low Volatility Index Fund Direct-Growth has an expense ratio of 0.50%. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an expense ratio of 1.18% and SBI Quality Fund Direct-Growth has 1.31%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does UTI BSE Low Volatility Index Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

UTI BSE Low Volatility Index Fund Direct-Growth has an AUM of ₹479.19 crore. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an AUM of ₹8,541.21 crore and SBI Quality Fund Direct-Growth has ₹2,399.88 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Thematic-Factor-based?

Accepted Answer

The top performing fund in the Equity: Thematic-Factor-based category on a 3-year basis is Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-Growth with a CAGR of 19.17% as of 16 Jul 2026. UTI BSE Low Volatility Index Fund Direct-Growth has delivered 9.74% CAGR over the same period, ranking 16 out of 18 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does UTI BSE Low Volatility Index Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, UTI BSE Low Volatility Index Fund Direct-Growth has a Sharpe ratio of 0.36 compared to the Equity: Thematic-Factor-based average of 0.44 as of 16 Jul 2026. It ranks 16 out of 18 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	-3.78%	-0.29%	52 / 56
3Y Return	+9.74%	12.57%	16 / 18
5Y Return	—	11.09%	—

UTI BSE Low Volatility Index Fund Direct-Growth

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Funds Tracking BSE Low Volatility Total Return Index

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