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FAQ : UTI BSE Housing Index Fund - Regular Plan - Growth

UTI BSE Housing Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) 10.26 N/A N/A N/A

The Current NAV of UTI BSE Housing Index Fund - Regular Plan - Growth is ₹13.02.

It is better to invest in a fund with a longer track record as UTI BSE Housing Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

UTI BSE Housing Index Fund - Regular Plan - Growth fund’s expense ratio is 1.04%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of UTI BSE Housing Index Fund - Regular Plan - Growth is currently ₹21 Crores.

The Top three stocks are Asian Paints, Shree Cement and Phoenix Mills and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 50% of fund’s portfolio respectively.

Top three sectors of UTI BSE Housing Index Fund - Regular Plan - Growth fund are Construction & Infrastructure, Chemicals and Capital Goods accounting for 77% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other 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 Housing Index Fund - Regular Plan - Growth Fund is Index Funds - Other.

Sharwan Kumar Goyal and Ayush Jain manage the UTI BSE Housing Index Fund - Regular Plan - Growth Fund.

UTI BSE Housing Index Fund - Regular Plan - Growth current PE ratio is 43.31 and PB ratio is 5.71

The asset allocation of UTI BSE Housing Index Fund - Regular Plan - Growth is Stocks : 99.79%, Debt : 0.23% and Gold : 0%

The minimum SIP amount for UTI BSE Housing Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00

The exit load for UTI BSE Housing Index Fund - Regular Plan - Growth is Nil

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