UTI BSE Sensex Index Fund(G)-Direct Plan
+4.04%
3Y annualised
+4.04%
3Y annualised
+0.45% 1D
Expert Rating Locked 🔒
Subscribe to unlock the ratings
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Mattis eget etiam curabitur a cras malesuada pulvinar.
Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.
NAV : 16 Sep 2026
₹13.45
Min. SIP amount
₹500
Fund size (AUM)
194 Cr
Expense ratio
0.2%
Launched on
31 Jan 2022
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 16 Sep 2026
₹13.45
Min. SIP amount
₹500
Fund size (AUM)
194 Cr
Expense ratio
0.2%
Launched on
31 Jan 2022
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
99.96%
Others
0.04%
Sector Allocation
Bank
35.46%
It
9.58%
Crude Oil
9.53%
Telecom
6.11%
Infrastructure
5.17%
Automobile & Ancillaries
5.16%
Fmcg
4.66%
Finance
4.36%
Others
19.91%
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
ICICI Pru NASDAQ 100 Index Fund(G)-Direct Plan
Tata Nifty Capital Markets Index Fund(G)-Direct Plan
Motilal Oswal Nifty Capital Market Index Fund(G)-Direct Plan
Motilal Oswal Nifty MidSmall Financial Services Index Fund(G)-Direct Plan
ICICI Pru Nifty Pharma Index Fund(G)-Direct Plan
SBI BSE PSU Bank Index Fund(G)-Direct Plan
Tata Nifty MidSmall Healthcare Index Fund(G)-Direct Plan
Motilal Oswal Nifty MidSmall Healthcare Index Fund(G)-Direct Plan
FAQs
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.