UTI BSE Housing Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
UTI BSE Housing Index Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹24 Cr
N/A
1.06
Nil
BSE Housing Total Return
UTI BSE Housing Index Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.83 | -2.39 | 3.79 |
| 6M | 10.73 | 1.56 | 46.19 |
| 1Y | -8.90 | 2.23 | 56.38 |
| 3Y | 5.77 | 9.58 | 200.69 |
Portfolio Analysis
- Equity: 99.75%
- Debt: 0.25%
- Others
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 1.06. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Navi Nifty 50 Index Fund Growth | 0 | 4,129 CR | 0.34 |
| UTI Nifty 50 Index Fund Growth | 0 | 29,485 CR | 0.37 |
| UTI BSE Housing Index Fund Growth | 0 | 23 CR | 1.06 |
| HDFC Silver ETF Growth | 0 | 8,312 CR | 0.58 |
| Axis Silver ETF Growth | 0 | 2,068 CR | 0.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNavi Nifty 50 Index Fund Growth | -7.3709 | 17.969 |
| This FundUTI Nifty 50 Index Fund Growth | -7.3619 | 18.0811 |
| This FundUTI BSE Housing Index Fund Growth | -8.9036 | 18.3374 |
| This FundHDFC Silver ETF Growth | 53.4026 | 199.5158 |
| This FundAxis Silver ETF Growth | 53.9436 | 200.6906 |
UTI BSE Housing Index Fund Growth FAQs
- 1 Month : -7.83%
- 6 Months : 10.73%
- 1 Year : -8.90%
- 3 Years : 5.77%
