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A low-cost smart beta index Fund which tracks the S&P BSE Low Volatility Index passively. The index includes 30 companies from its parent S&P BSE LargeMidcap index, selected based on the low volatility.
An open-ended scheme replicating/tracking S&P BSE Low Volatility Total Return Index(TRI). The Fund shall follow a passive strategy by investing into the constituents of S&P BSE Low Volatility Index , where the index construction is based on the “Low Volatility” within the universe of S&P BSE LargeMidcap Index . Therefore, it offers investors an opportunity to invest in a diversified portfolio of stable businesses that are expected to deliver long term growth with lower volatility
Nil
SWP/SIP/STRIP
Not Applicable
Securities covered by S&P BSE Low Volatility Index: 95-100% (Medium to High) Debt/ Money Market instruments including Triparty Repo and units of Liquid Mutual Fund: 0-5% (Low)
To provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error However, there is no guarantee or assurance that the investment objective of the scheme will be achieved
A low-cost smart beta index Fund which tracks the S&P BSE Low Volatility Index passively. The index includes 30 companies from its parent S&P BSE LargeMidcap index, selected based on the low volatility.
An open-ended scheme replicating/tracking S&P BSE Low Volatility Total Return Index(TRI).
UTI BSE Low Volatility Index Fund is an open-ended scheme replicating/tracking BSE Low Volatility TRI, with an investment objective to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
This product is suitable for investors who are seeking* :
• Capital growth in tune with the index returns
• Passive investment in equity instruments comprised in BSE Low Volatility Index
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors looking to take exposure in relatively stable companies with low volatility within the universe of BSE LargeMidcap Index while investing in quality businesses that generate economic value
- Investors looking for a passive fund which brings disciplined approach to the portfolio construction, while adhering to the defined selection process
A low-cost smart beta index Fund which tracks the S&P BSE Low Volatility Index
A low-cost smart beta index Fund which tracks the S&P BSE Low Volatility Index