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)

₹198 Cr

Lock In Period

N/A

Expense Ratio

0.33

Exit Load

Nil

Benchmark

BSE Sensex Total Return

UTI BSE Sensex Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.37-0.919.24
6M-6.260.8638.77
1Y-2.843.41102.84
3Y6.9410.31226.79

Portfolio Analysis

  • Equity: 99.58%
  • Debt: 0.41%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC BANK LIMITED12.27%
2. ICICI BANK LTD11.07%
3. AXIS BANK LTD.3.79%
4. KOTAK MAHINDRA BANK LTD.3.09%

1. RELIANCE INDUSTRIES LTD.9.52%

1. INFOSYS LTD.4.24%
2. TATA CONSULTANCY SERVICES LTD.2.58%
3. HCL TECHNOLOGIES LTD.1.53%
4. TECH MAHINDRA LTD.1.13%

1. BHARTI AIRTEL LTD.6.46%

1. MAHINDRA & MAHINDRA LTD.3.27%
2. MARUTI SUZUKI INDIA LTD.1.98%

1. LARSEN & TOUBRO LTD.4.96%

1. STATE BANK OF INDIA4.59%

1. BAJAJ FINANCE LTD.3.29%

1. ITC LTD.2.92%

1. ETERNAL LIMITED2.35%

1. SUN PHARMACEUTICALS INDUSTRIES2.31%

1. TITAN COMPANY LTD.2.14%

1. HINDUSTAN UNILEVER LTD2.02%

1. NTPC LTD.1.78%

1. TATA STEEL LTD.1.68%

1. ULTRATECH CEMENT LTD.1.51%

1. BHARAT ELECTRONICS LTD.1.49%

1. POWER GRID CORPORATION OF INDI1.39%

1. ADANI PORTS AND SPECIAL ECONO1.35%

1. ASIAN PAINTS (INDIA) LTD.1.33%

1. INTERGLOBE AVIATION LTD1.25%

1. BAJAJ FINSERV LTD.1.22%

1. TRENT LIMITED1.07%
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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 ₹198 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 0.33. 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
ICICI Prudential Nifty Private Bank ETF Growth04,002 CR0.18
DSP Nifty Private Bank ETF Growth0746 CR
UTI BSE Sensex Index Fund Growth0198 CR0.33
Aditya Birla Sun Life Silver ETF Growth02,756 CR0.35
HDFC Silver ETF Growth07,472 CR0.5
Fund Name1Y3Y
This FundICICI Prudential Nifty Private Bank ETF Growth2.945922.1953
This FundDSP Nifty Private Bank ETF Growth2.943422.2879
This FundUTI BSE Sensex Index Fund Growth-2.836922.3143
This FundAditya Birla Sun Life Silver ETF Growth102.2348225.4179
This FundHDFC Silver ETF Growth101.3112226.7864

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 0.33. 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 : -0.37%
  • 6 Months : -6.26%
  • 1 Year : -2.84%
  • 3 Years : 6.94%
Returns of UTI BSE Sensex Index Fund Growth are updated daily based on NAV of ₹ 13.9124 as on Aug 18,2026. Since inception, the return has been 22.31%.

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 ₹198 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.