Pros | - | - | ||
Cons | - | - |
INDMoney rank | - | - | ||
Category,Subcateogry | Equity,Index Funds | Equity,Index Funds | ||
Fund Age | 3 Years | 2 Years | ||
Fund Size | 579 Cr | 2498 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹1000 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 0.45% | 0.5% | ||
Exit Load | 0% | 1% | ||
Benchmark Index | BSE Low Volatility TR INR | Nifty Microcap 250 TR INR |
No of Holdings | 31 | 255 | ||
Top 5 Holdings | MRF Ltd (4.33%) Nestle India Ltd (3.86%) ICICI Bank Ltd (3.85%) HDFC Bank Ltd (3.71%) Britannia Industries Ltd (3.71%) | LMW Ltd (1.49%) Reliance Infrastructure Ltd (1.25%) Astra Microwave Products Ltd (1.23%) Ujjivan Small Finance Bank Ltd Ordinary Shares (1.05%) The South Indian Bank Ltd (1.02%) | ||
No of Sectors | 9 | 11 | ||
Top 3 Sectors | Financial Services (20.82%) Consumer Defensive (17.49%) Basic Materials (15.96%) | Industrial (22.68%) Consumer Cyclical (22.48%) Basic Materials (18.37%) | ||
Equity % | 99.91% | 99.94% | ||
Debt % | - | - | ||
P/E | 36.71 | 23.91 | ||
P/B | 5.79 | 2.71 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 1.2% | -0.21% | ||
3-Month Return | 9.25% | 18.43% | ||
6-Month Return | 6.03% | 0.36% | ||
1-Year Return | -0.68% | -0.22% | ||
3-Year Return | 18.08% | - | ||
5-Year Return | - | - |
Sharpe | 0.99 | - | ||
Alpha | - | - | ||
Beta | - | - | ||
Standard Deviation | 13.08 | - | ||
Information Ratio | - | - |
Description | UTI BSE Low Volatility Index Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Sharwan Kumar Goyal | Swapnil Mayekar |