UTI S&P BSE Sensex Index Fund Direct Growth

Other
Index
Very High Risk
1M
6M
All
NAV: 27 Jan 2023₹10.35
Min. SIP amount₹500
RatingNA
Fund size₹132.01Cr

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
1M3M6MAll
Fund returns-2.5%8.5%15.7%6.6%
Category averageNANANANA
Rank with in categoryNA1913NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
Reliance Industries Ltd.EnergyEquity12.7%
HDFC Bank Ltd.FinancialEquity10.3%
ICICI Bank Ltd.FinancialEquity9.0%
Infosys Ltd.TechnologyEquity8.0%
Housing Development Finance Corporation Ltd.FinancialEquity6.9%
Tata Consultancy Services Ltd.TechnologyEquity4.8%
ITC Ltd.Consumer StaplesEquity4.2%
Kotak Mahindra Bank Ltd.FinancialEquity3.8%
Axis Bank Ltd.FinancialEquity3.7%
Larsen & Toubro Ltd.ConstructionEquity3.6%
See All

Expense ratio, exit load and tax

Expense ratio: 0.19%

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₹5,000
Min. for SIP₹500

Fund management

Sharwan Kumar Goyal
Jan 2022 - Present
View details

Education
Mr.Goyal is B.Com, CFA and MMS.
Experience
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
Website
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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