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UTI BSE Housing Index Fund Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

UTI BSE Housing Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹24 Cr

Lock In Period

N/A

Expense Ratio

1.02

Exit Load

Nil

Benchmark

BSE Housing Total Return

UTI BSE Housing Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.49-0.1819.08
6M-0.571.3634.78
1Y-6.024.05105.88
3Y11.6011.11210.74

Portfolio Analysis

  • Equity: 99.90%
  • Debt: 0.10%
  • Others
As on: 2026-05-31
View allocation % by

1. GRASIM INDUSTRIES LTD.5.47%
2. SHREE CEMENT LTD.5.12%
3. ULTRATECH CEMENT LTD.4.80%
4. AMBUJA CEMENTS LTD.4.58%
5. J.K.CEMENT LTD3.53%
6. DALMIA BHARAT LTD2.20%
7. ACC LTD1.33%

1. PHOENIX MILLS LTD5.38%
2. DLF LTD.4.96%
3. LODHA DEVELOPERSLIMITED4.29%
4. GODREJ PROPERTIES LTD.4.08%
5. PRESTIGE ESTATES PROJECTS LTD3.74%
6. OBEROI REALTY LIMITED3.28%

1. DIXON TECHNOLOGIES (INDIA) LTD5.21%
2. HAVELLS INDIA LTD.4.13%
3. VOLTAS LTD.4.07%

1. POLYCAB INDIA LTD6.13%
2. KEI INDUSTRIES LTD.5.28%

1. ASIAN PAINTS (INDIA) LTD.5.75%
2. BERGER PAINTS INDIA LTD.2.29%

1. LIC HOUSING FINANCE LTD.2.59%
2. BAJAJ HOUSING FINANCE LIMITED1.50%

1. SUPREME INDUSTRIES LTD.3.75%

1. BLUE STAR LIMITED3.31%

1. ASTRAL LTD.3.13%

About Fund UTI BSE Housing Index Fund Growth

UTI BSE Housing Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹24 Crore. The fund benchmarks its performance against the BSE Housing Total Return while maintaining an expense ratio of 1.02. Under the expert guidance of Sharwan Kumar Goyal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sharwan Kumar Goyal

Mr. Sharwan Kumar Goyal holds B.Com, CFA and MMS. He began his career with UTI in June 2006 and has 12 years of overall experience in Risk / portfolio management. Presently he is working as Fund Manager for Overseas Investment.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Nippon India ETF Nifty Dividend Opportunities 50 Growth070.79 CR0.16
ICICI Prudential Nifty 100 Low Volatility 30 ETF Growth03389.91 CR0.43
UTI BSE Housing Index Fund Growth023.99 CR1.02
Aditya Birla Sun Life Silver ETF Growth03175.58 CR0.35
ICICI Prudential Silver ETF Growth015985.7 CR0.4
Fund Name1Y3Y
This FundNippon India ETF Nifty Dividend Opportunities 50 Growth-5.082238.4472
This FundICICI Prudential Nifty 100 Low Volatility 30 ETF Growth-1.189938.8343
This FundUTI BSE Housing Index Fund Growth-6.024939.0065
This FundAditya Birla Sun Life Silver ETF Growth105.6609210.1616
This FundICICI Prudential Silver ETF Growth105.8233210.7437

UTI BSE Housing Index Fund Growth FAQs

UTI BSE Housing Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI BSE Housing Index Fund Growth is 1.02. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI BSE Housing Index Fund Growth’s fund performance is as follows:
  • 1 Month : 6.49%
  • 6 Months : -0.57%
  • 1 Year : -6.02%
  • 3 Years : 11.60%
Returns of UTI BSE Housing Index Fund Growth are updated daily based on NAV of ₹ 14.2756 as on Jul 10,2026. Since inception, the return has been 39.01%.

You can invest in UTI BSE Housing Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI BSE Housing Index Fund Growth is ₹24 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI BSE Housing Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.