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UTI BSE Sensex Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

UTI BSE Sensex Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹200 Cr

Lock In Period

N/A

Expense Ratio

0.3

Exit Load

Nil

Benchmark

BSE Sensex Total Return

Summary

UTI BSE Sensex Index Fund Growth NAV is ₹13.3988 as of 30 May, 2026. UTI BSE Sensex Index Fund Growth has delivered 24.52% returns since its launch. The minimum SIP investment amount in UTI BSE Sensex Index Fund Growth is ₹500. The AUM of UTI BSE Sensex Index Fund Growth is ₹200 Cr. The expense ratio of the fund is 0.3%, and its benchmark is BSE Sensex Total Return. The current exit load of the fund is Nil. In the last 1M months, UTI BSE Sensex Index Fund Growth has delivered -1.73% returns.

UTI BSE Sensex Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.731.0912.84
6M-11.39-1.3459.61
1Y-6.104.59164.97
3Y7.5826.92258.80

Portfolio Analysis

  • Equity: 99.91%
  • Debt: 0.09%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC BANK LIMITED12.90%
2. ICICI BANK LTD9.92%
3. AXIS BANK LTD.3.98%
4. KOTAK MAHINDRA BANK LTD.3.09%

1. RELIANCE INDUSTRIES LTD.10.63%

1. INFOSYS LTD.4.52%
2. TATA CONSULTANCY SERVICES LTD.2.75%
3. HCL TECHNOLOGIES LTD.1.39%
4. TECH MAHINDRA LTD.1.03%

1. BHARTI AIRTEL LTD.5.90%

1. LARSEN & TOUBRO LTD.5.15%

1. MAHINDRA & MAHINDRA LTD.3.04%
2. MARUTI SUZUKI INDIA LTD.1.93%

1. STATE BANK OF INDIA4.87%

1. ITC LTD.3.34%

1. BAJAJ FINANCE LTD.2.75%

1. HINDUSTAN UNILEVER LTD2.21%

1. SUN PHARMACEUTICALS INDUSTRIES2.14%

1. NTPC LTD.2.08%

1. TITAN COMPANY LTD.1.97%

1. ETERNAL LIMITED1.94%

1. TATA STEEL LTD.1.91%

1. BHARAT ELECTRONICS LTD.1.70%

1. POWER GRID CORPORATION OF INDI1.59%

1. ULTRATECH CEMENT LTD.1.50%

1. ADANI PORTS AND SPECIAL ECONO1.34%

1. ASIAN PAINTS (INDIA) LTD.1.21%

1. BAJAJ FINSERV LTD.1.07%

1. INTERGLOBE AVIATION LTD1.06%

About Fund UTI BSE Sensex Index Fund Growth

UTI BSE Sensex Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹200 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 0.3. 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
Bandhan BSE Sensex ETF Growth01.17 CR0.32
ICICI Prudential Nifty Bank Index Fund Growth0716.93 CR0.83
UTI BSE Sensex Index Fund Growth0199.55 CR0.3
ICICI Prudential Silver ETF Growth014714.8 CR0.4
HDFC Silver ETF Growth07649.03 CR0.5
Fund Name1Y3Y
This FundBandhan BSE Sensex ETF Growth-6.173224.2633
This FundICICI Prudential Nifty Bank Index Fund Growth-0.91824.2689
This FundUTI BSE Sensex Index Fund Growth-6.097324.5244
This FundICICI Prudential Silver ETF Growth164.8007258.4333
This FundHDFC Silver ETF Growth163.2377258.8039

UTI BSE Sensex Index Fund Growth FAQs

UTI BSE Sensex 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 Sensex Index Fund Growth is 0.3. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI BSE Sensex Index Fund Growth’s fund performance is as follows:
  • 1 Month : -1.73%
  • 6 Months : -11.39%
  • 1 Year : -6.10%
  • 3 Years : 7.58%
Returns of UTI BSE Sensex Index Fund Growth are updated daily based on NAV of ₹ 13.3988 as on May 29,2026. Since inception, the return has been 24.52%.

You can invest in UTI BSE Sensex 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 Sensex Index Fund Growth is ₹200 crore. It changes based on market performance, inflows, and outflows.

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