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This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹184 Cr

Lock In Period

N/A

Expense Ratio

0.29

Benchmark

BSE Sensex Total Return

Exit Load

Nil

Summary

Latest details for UTI BSE Sensex Index Fund Growth include a ₹14.0431 NAV as of Apr 17,2026 and returns since inception of 32.51%. Minimum investments start at SIP ₹500. The UTI BSE Sensex Index Fund Growth AUM is ₹184 Cr, with a lock-in of N/A years, expense ratio of 0.29%, and benchmark BSE Sensex Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 3.26% returns, against a category average of -0.25% and a category best of 15.13%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.26-0.2515.13
6M-6.480.6152.04
1Y2.074.41155.60
3Y9.8412.89220.32

Portfolio Analysis

  • Equity: 99.99%
  • Debt: 0.01%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC BANK LIMITED13.09%
2. ICICI BANK LTD10.13%
3. AXIS BANK LTD.3.90%
4. KOTAK MAHINDRA BANK LTD.3.05%

1. RELIANCE INDUSTRIES LTD.10.68%

1. INFOSYS LTD.5.12%
2. TATA CONSULTANCY SERVICES LTD.2.81%
3. HCL TECHNOLOGIES LTD.1.67%
4. TECH MAHINDRA LTD.1.04%

1. BHARTI AIRTEL LTD.5.97%

1. MAHINDRA & MAHINDRA LTD.3.11%
2. MARUTI SUZUKI INDIA LTD.1.91%

1. LARSEN & TOUBRO LTD.4.81%

1. STATE BANK OF INDIA4.78%

1. ITC LTD.3.26%

1. BAJAJ FINANCE LTD.2.52%

1. SUN PHARMACEUTICALS INDUSTRIES2.23%

1. HINDUSTAN UNILEVER LTD2.16%

1. NTPC LTD.2.07%

1. ETERNAL LIMITED1.92%

1. TITAN COMPANY LTD.1.90%

1. TATA STEEL LTD.1.86%

1. BHARAT ELECTRONICS LTD.1.68%

1. POWER GRID CORPORATION OF INDI1.58%

1. ULTRATECH CEMENT LTD.1.49%

1. ASIAN PAINTS (INDIA) LTD.1.15%

1. ADANI PORTS AND SPECIAL ECONO1.14%

1. BAJAJ FINSERV LTD.1.07%

1. INTERGLOBE AVIATION LTD1.04%

About Fund

UTI BSE Sensex Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹184 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 0.29. 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
This FundHDFC NIFTY Growth Sectors 15 ETF Growth018.05 CR0.3
This FundMotilal Oswal Nifty Bank Index Fund Growth0577.78 CR0.99
This FundUTI BSE Sensex Index Fund Growth0183.79 CR0.29
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundHDFC NIFTY Growth Sectors 15 ETF Growth5.932932.3721
This FundMotilal Oswal Nifty Bank Index Fund Growth5.334332.4667
This FundUTI BSE Sensex Index Fund Growth2.068732.5062
This FundKotak Silver ETF Growth154.5781219.418
This FundICICI Prudential Silver ETF Growth155.2093220.3189

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 0.29. 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 : 3.26%
  • 6 Months : -6.48%
  • 1 Year : 2.07%
  • 3 Years : 9.84%
Returns of UTI BSE Sensex Index Fund Growth are updated daily based on NAV of ₹ 14.0431 as on Apr 17,2026. Since inception, the return has been 32.51%.

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 ₹184 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.
Min Inv Amount: ₹500