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  • UTI Mutual Fund
  • UTI S&P BSE Sensex Index Fund (Growth)

Formerly UTI Sensex Index Reg Gr

UTI Mutual Fund

UTI S&P BSE Sensex Index Fund (Growth)

EquityIndex Funds

11.5675

NAV (Sep 29)

9.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.5675

NAV (Sep 29)

Fund Returns

Last 1Y
17.8%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
9.2%
6 Month CAGR
14.4%

Scheme Information

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.

Expense Ratio
0.3
Launched (1y ago)
Jan 31, 2022
AUM in Crores
155.212
ISIN
INF789F1AVC9
Lock-in
No Lock-in
Benchmark
S&P BSE SENSEX TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Sharwan Kumar Goyal

Fund Manager

Ayush Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI S&P BSE Sensex Index Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-09-29

Top Stock Holdings

hdfc bank ltd

15.5%
15.5%

reliance industries ltd

11.3%
11.3%

icici bank ltd

9.1%
9.1%

infosys ltd

7.1%
7.1%

itc ltd

5.3%
5.3%
See all holdings

Allocation by Sector

financial services

39.6%
39.6%

technology

15.3%
15.3%

energy

11.3%
11.3%

consumer defensive

9.4%
9.4%

consumer cyclical

7.1%
7.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 11,862 cr

₹ 17,630 cr

₹ 11,197 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 200,530 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.amc-img
022-62278000
invest@utico.in
Fund NameScripbox Opinion
Till Date CAGR

4.7%

6.8%

5.1%

7.2%

21.6%

11.6%

23.2%

14.9%

13.6%

8.7%

UTI S&P BSE Sensex Index Fund (G) Review

UTI S&P BSE Sensex Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 9.2% over a period of 1 years. The fund was previously known as UTI Sensex Index Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Ayush Jain, Sharwan Kumar Goyal.

Nav of UTI S&P BSE Sensex Index Fund (G) as of 9/29/2023 is ₹11.57 with the total AUM as of 10/3/2023 is ₹155.212. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI S&P BSE Sensex Index Fund (G) was launched on Jan 31, 2022. The category risk of the fund is Very High Risk.

The minimum SIP amount for UTI S&P BSE Sensex Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

UTI S&P BSE Sensex Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE SENSEX TR INR.

UTI S&P BSE Sensex Index Fund (G) is rated as a 0 fund in Equity and delivered 17.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI S&P BSE Sensex Index Fund (G).

Frequently Asked Questions

What is UTI S&P BSE Sensex Index Fund (G)?

UTI S&P BSE Sensex Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in UTI S&P BSE Sensex Index Fund (G)?

You can invest in UTI S&P BSE Sensex Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of UTI S&P BSE Sensex Index Fund (G)?

The minimum sip amount for UTI S&P BSE Sensex Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is UTI S&P BSE Sensex Index Fund (G) good to invest in?

As per Scripbox experts, UTI S&P BSE Sensex Index Fund (G) is a Not Reviewed Yet fund. You can investUTI S&P BSE Sensex Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the UTI S&P BSE Sensex Index Fund (G)?

The expense ratio of the UTI S&P BSE Sensex Index Fund (G) is 0.3% for regular plan.