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)

₹184 Cr

Lock In Period

N/A

Expense Ratio

0.31

Exit Load

Nil

Benchmark

BSE Sensex Total Return

UTI BSE Sensex Index Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.71-2.2012.64
6M-6.08-0.4521.70
1Y-12.531.2840.37
3Y4.719.78179.43

Portfolio Analysis

  • Equity: 100.00%
  • Debt: 0.00%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC BANK LIMITED12.59%
2. ICICI BANK LTD11.03%
3. AXIS BANK LTD.4.08%
4. KOTAK MAHINDRA BANK LTD.3.57%

1. RELIANCE INDUSTRIES LTD.9.15%

1. INFOSYS LTD.4.08%
2. TATA CONSULTANCY SERVICES LTD.2.41%
3. HCL TECHNOLOGIES LTD.1.51%
4. TECH MAHINDRA LTD.1.14%

1. BHARTI AIRTEL LTD.6.38%

1. LARSEN & TOUBRO LTD.5.11%

1. MAHINDRA & MAHINDRA LTD.3.07%
2. MARUTI SUZUKI INDIA LTD.1.79%

1. STATE BANK OF INDIA4.64%

1. BAJAJ FINANCE LTD.2.99%

1. ITC LTD.2.96%

1. ETERNAL LIMITED2.69%

1. SUN PHARMACEUTICALS INDUSTRIES2.28%

1. TITAN COMPANY LTD.2.18%

1. HINDUSTAN UNILEVER LTD1.95%

1. NTPC LTD.1.78%

1. TATA STEEL LTD.1.77%

1. ADANI PORTS AND SPECIAL ECONO1.63%

1. BHARAT ELECTRONICS LTD.1.62%

1. ULTRATECH CEMENT LTD.1.52%

1. POWER GRID CORPORATION OF INDI1.38%

1. INTERGLOBE AVIATION LTD1.30%

1. ASIAN PAINTS (INDIA) LTD.1.26%

1. BAJAJ FINSERV LTD.1.13%

1. TRENT LIMITED1.01%
No Data Found
No Data Found

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 ₹184 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 0.31. 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

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 0.31. 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 : -1.71%
  • 6 Months : -6.08%
  • 1 Year : -12.53%
  • 3 Years : 4.71%
Returns of UTI BSE Sensex Index Fund Growth are updated daily based on NAV of ₹ 13.1719 as on Oct 23,2026. Since inception, the return has been 14.79%.

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.
  • Daily Research Calls
  • ₹0 AMC for First Year
  • Dedicated RM Support
Open a Free Demat Account
+ Free 1st Year AMC