UTI S&P BSE Sensex Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 26.07 | N/A | N/A | N/A |
Average Rolling Returns(%) | 14.38 | N/A | N/A | N/A |
The Current NAV of UTI S&P BSE Sensex Index Fund - Regular Plan - Growth is ₹12.86.
It is better to invest in a fund with a longer track record as UTI S&P BSE Sensex Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark S&P BSE SENSEX - TRI, as the Funds portfolio is similar to its benchmark.
UTI S&P BSE Sensex Index Fund - Regular Plan - Growth fund’s expense ratio is 0.30%
The process for redemption is
The AUM of UTI S&P BSE Sensex Index Fund - Regular Plan - Growth is currently ₹167 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 34% of its portfolio. Top 5 and 10 stocks of fund account for 45% and 65% of fund’s portfolio respectively.
Top three sectors of UTI S&P BSE Sensex Index Fund - Regular Plan - Growth fund are BFSI, IT and Oil & Gas accounting for 63% 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 S&P BSE Sensex Index Fund - Regular Plan - Growth Fund is Index Funds - Sensex.
Sharwan Kumar Goyal and Ayush Jain manage the UTI S&P BSE Sensex Index Fund - Regular Plan - Growth Fund.
UTI S&P BSE Sensex Index Fund - Regular Plan - Growth current PE ratio is 30.79 and PB ratio is 6.22
The asset allocation of UTI S&P BSE Sensex Index Fund - Regular Plan - Growth is Stocks : 98.94%, Debt : 1.08% and Gold : 0%
The minimum SIP amount for UTI S&P BSE Sensex Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI S&P BSE Sensex Index Fund - Regular Plan - Growth is NIL