UTI S&P BSE Sensex Index Fund Direct Growth

Other
Index
Very High Risk
1M
6M
1Y
All
NAV: 28 Mar 2024₹12.99
Min. SIP amount₹500
RatingNA
Fund size₹163.29Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other Index
Absolute returns
3M6M1YAll
Fund returns2.5%10.6%26.4%28.5%
Category averageNANA41.2%NA
Rank with in category898988NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
FinancialEquity12.86%
EnergyEquity12.19%
FinancialEquity8.92%
TechnologyEquity7.22%
ConstructionEquity5.08%
TechnologyEquity5.06%
Consumer StaplesEquity4.35%
FinancialEquity3.68%
FinancialEquity3.47%
CommunicationEquity3.43%
See All

Pros and cons

Category: Other Index

Pros

Cons

Exit load is zero
1Y annualised returns lower than category average by 15.02%
Lower expense ratio: 0.2%

Expense ratio, exit load and tax

Expense ratio: 0.20%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Fund house & investment objective

Fund house contact details

Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
UTI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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