UTI BSE Housing Index Fund(G)-Direct Plan
+5.40%
3Y annualised
+5.40%
3Y annualised
+1.12% 1D
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Buy, Hold or Sell?
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NAV : 17 Sep 2026
₹13.31
Min. SIP amount
₹500
Fund size (AUM)
23 Cr
Expense ratio
0.59%
Launched on
07 Jun 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 17 Sep 2026
₹13.31
Min. SIP amount
₹500
Fund size (AUM)
23 Cr
Expense ratio
0.59%
Launched on
07 Jun 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
36.36%
Mid Cap
59.75%
Small Cap
3.66%
Others
0.23%
Sector Allocation
Realty
27.45%
Construction Materials
20.18%
Consumer Durables
13.09%
Electricals
9.49%
Chemicals
6.58%
Plastic Products
6.54%
Diversified
5.00%
Capital Goods
4.82%
Others
6.62%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
No exit load
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Sharwan Kumar Goyal
Present
Ayush Jain
Present
Lokesh Kulthia
Present
Similar/Peer Fund Comparison
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FAQs
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