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UTI BSE Sensex Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 27.62 | N/A | N/A | N/A |
Average Rolling Returns(%) | 17.46 | N/A | N/A | N/A |
The Current NAV of UTI BSE Sensex Index Fund - Growth - Direct Plan is ₹14.43.
It is better to invest in a fund with a longer track record as UTI BSE Sensex Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark BSE SENSEX, as the Funds portfolio is similar to its benchmark.
UTI BSE Sensex Index Fund - Growth - Direct Plan fund’s expense ratio is 0.21%
The process for redemption is
The AUM of UTI BSE Sensex Index Fund - Growth - Direct Plan is currently ₹193 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 33% of its portfolio. Top 5 and 10 stocks of fund account for 45% and 66% of fund’s portfolio respectively.
Top three sectors of UTI BSE Sensex Index Fund - Growth - Direct Plan fund are BFSI, IT and Oil & Gas accounting for 62% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Index Funds - Sensex it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI BSE Sensex Index Fund - Growth - Direct Plan Fund is Index Funds - Sensex.
Sharwan Kumar Goyal and Ayush Jain manage the UTI BSE Sensex Index Fund - Growth - Direct Plan Fund.
UTI BSE Sensex Index Fund - Growth - Direct Plan current PE ratio is 32.43 and PB ratio is 6.41
The asset allocation of UTI BSE Sensex Index Fund - Growth - Direct Plan is Stocks : 99.81%, Debt : 0.21% and Gold : 0%
The minimum SIP amount for UTI BSE Sensex Index Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for UTI BSE Sensex Index Fund - Growth - Direct Plan is NIL