UTI BSE Sensex Index Fund - Regular Plan -Growth Option

Fund House: UTI Mutual Fund
Category: Index Fund
Launch Date: 31-01-2022
Asset Class:
Benchmark: BSE Sensex TRI
TER: 0.3% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 1,000
Minimum Topup: 1,000
Total Assets: 201.96 Cr As on 31-07-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

14.3937

10.43%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 Equal Weight TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnUTI BSE Sensex Index Fund - Regular Plan -Growth OptionUTI BSE Sensex Index Fund - Regular Plan -Growth OptionNIFTY 100 Equal Weight TRIIndex FundGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
UTI BSE Sensex Index Fund - Regular Plan -Growth Option 31-01-2022 2.88 11.93 11.59 - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 33.77 29.06 24.03 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 25.5 23.25 18.85 17.46 -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 19.35 - - - -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 15.45 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.35%

Large Cap

99.64%

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