ReviewDirect · Growth
UTI BSE Low Volatility Index Fund
- NAV
- 15.5088
- 15 Sept 2026
- 1Y
- -8.8%
- Trailing CAGR
- AUM
- ₹452.64 Cr
- 31 Aug 2026
- Volatility
- Medium
- 11.1% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-8.8%
- 3Y+6.0%
- 5Yn/a
- 10Yn/a
- SI+11.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-12.8%
- 3Y-1.9%
- 5Yn/a
- 10Yn/a
- Since inception
- +11.1%
- Calendar-day CAGR
- Excess 1Y
- -10.2%
- Category median, same plan and option
- 3Y win rate
- +10%
- Windows beating the median
- 3Y percentile
- 16
- Vs comparable share classes
- Worst rolling 3Y
- +6.0%
- 376 daily-ending windows
- Median rolling 3Y
- +15.4%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- -1.9%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 7 days
- 50 recovered episodes
- Longest recovery
- 75 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
27 Sept 2024 – open
Trough 4 Mar 2025 · not recovered
-18.2%
8 Apr 2022 – 21 Jul 2022
Trough 17 Jun 2022 · recovered in 34 days
-8.7%
13 Dec 2022 – 29 May 2023
Trough 15 Mar 2023 · recovered in 75 days
-7.7%
13 Sept 2022 – 7 Nov 2022
Trough 11 Oct 2022 · recovered in 27 days
-5.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
16
Vs category
0
Consistency
18
Risk-adjusted
52
Drawdown
55
Mean
28
Portfolio
31 Aug 2026 · 31 holdings · top 10 are 38.9%.
- Top 5
- 20.7%
- Top 10
- 38.9%
- Largest holding
- 4.7%
- Effective holdings
- 29.5
Pidilite Industries Ltd
Materials
4.7%
ICICI Bank Ltd
Financial
4.3%
Nestle India Ltd
Consumer Staples
4.0%
Titan Company Ltd
Consumer Discretionary
3.9%
Grasim Industries Ltd
Materials
3.8%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Nifty 50 Equal Weight index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -1.0%
- 3Y
- +10.2%
- Vol
- 13.7%
- Max DD
- -18.0%
- Sharpe
- 0.54
- 3Y win
- +25%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +2.4%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -15.4%
- Sharpe
- 0.08
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -0.6%
- 3Y
- n/a
- Vol
- 13.6%
- Max DD
- -11.4%
- Sharpe
- -0.02
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Lower trailing returns
Aditya Birla Sun Life Nifty India Defence Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +12.9%
- 3Y
- n/a
- Vol
- 28.0%
- Max DD
- -27.8%
- Sharpe
- 0.45
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Aditya Birla Sun Life Nifty Midcap 150 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.5%
- 3Y
- +14.0%
- Vol
- 16.7%
- Max DD
- -21.2%
- Sharpe
- 0.81
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown