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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)

₹189 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(%)
1M4.12-0.1819.08
6M-7.741.3634.78
1Y-7.434.05105.88
3Y6.4511.11210.74

Portfolio Analysis

  • Equity: 99.69%
  • Debt: 0.30%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC BANK LIMITED12.80%
2. ICICI BANK LTD10.14%
3. AXIS BANK LTD.4.15%
4. KOTAK MAHINDRA BANK LTD.3.19%

1. RELIANCE INDUSTRIES LTD.10.08%

1. INFOSYS LTD.4.56%
2. TATA CONSULTANCY SERVICES LTD.2.57%
3. HCL TECHNOLOGIES LTD.1.41%
4. TECH MAHINDRA LTD.1.07%

1. BHARTI AIRTEL LTD.5.88%

1. LARSEN & TOUBRO LTD.5.38%

1. MAHINDRA & MAHINDRA LTD.3.06%
2. MARUTI SUZUKI INDIA LTD.1.95%

1. STATE BANK OF INDIA4.52%

1. ITC LTD.3.12%

1. BAJAJ FINANCE LTD.2.73%

1. SUN PHARMACEUTICALS INDUSTRIES2.19%

1. HINDUSTAN UNILEVER LTD2.16%

1. NTPC LTD.2.07%

1. ETERNAL LIMITED2.02%

1. TATA STEEL LTD.1.94%

1. TITAN COMPANY LTD.1.88%

1. BHARAT ELECTRONICS LTD.1.66%

1. ULTRATECH CEMENT LTD.1.52%

1. ADANI PORTS AND SPECIAL ECONO1.50%

1. POWER GRID CORPORATION OF INDI1.49%

1. ASIAN PAINTS (INDIA) LTD.1.36%

1. BAJAJ FINSERV LTD.1.13%

1. INTERGLOBE AVIATION LTD1.11%

1. TRENT LIMITED1.05%

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 ₹189 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
HDFC BSE Sensex Index Fund Growth08484.72 CR0.37
Bandhan BSE Sensex ETF Growth01.14 CR0.32
UTI BSE Sensex Index Fund Growth0189.32 CR0.33
Aditya Birla Sun Life Silver ETF Growth03175.58 CR0.35
ICICI Prudential Silver ETF Growth015985.7 CR0.4
Fund Name1Y3Y
This FundHDFC BSE Sensex Index Fund Growth-7.54120.3415
This FundBandhan BSE Sensex ETF Growth-7.498520.3935
This FundUTI BSE Sensex Index Fund Growth-7.434820.6111
This FundAditya Birla Sun Life Silver ETF Growth105.6609210.1616
This FundICICI Prudential Silver ETF Growth105.8233210.7437

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 : 4.12%
  • 6 Months : -7.74%
  • 1 Year : -7.43%
  • 3 Years : 6.45%
Returns of UTI BSE Sensex Index Fund Growth are updated daily based on NAV of ₹ 13.9446 as on Jul 10,2026. Since inception, the return has been 20.61%.

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 ₹189 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.