UTI BSE Sensex Index Fund Regular-Growth
Equity, Large Cap, Principal at very high risk
1 Year Return -12.17% at 30 Oct 2026 02:26 PM
UTI BSE Sensex Index Fund Regular-Growth: Mutual Fund Overview
UTI BSE Sensex Index Fund Regular-Growth is an Large Cap mutual fund with over 4.74 years of performance history. The scheme manages an AUM of ₹183.82 Cr and has a NAV of ₹13.3562. It is rated '1' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -12.17%.
Fund Details
NAV 13.3562
Sub-Type Large Cap
Rating 1
Min. SIP Amount ₹500.0
Fund Age(Year) 4.74
Fund Size(in Crores) 183.82
Fund Performance
1 Month 2.25%
3 Month -4.42%
6 Month -3.68%
1 Year -12.17%
3 Year 5.97%
5 Year 0.0%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100%) Market Cap Large Cap 100 Top Sectors Financial 40.04 Energy 12.31 Technology 9.15 Services 6.62 Communication 6.38 Construction 5.11 Consumer Staples 4.91 Automobile 4.86 Materials 2.77 Healthcare 2.28 Consumer Discretionary 2.18 Metals & Mining 1.77 Capital Goods 1.62 Top Holding Kotak Mahindra Bank 3.57 Bajaj Finserv 1.13 Asian Paints 1.26 HCL Technologies 1.51 Mahindra & Mahindra 3.07 Infosys 4.08 State Bank of India 4.64 Trent 1.01 Tata Steel 1.77 Tata Consultancy 2.41 Larsen & Toubro 5.11 Ultratech Cement 1.5 Eternal 2.69 Maruti Suzuki India 1.79 Tech Mahindra 1.14 Bharti Airtel 6.38 Axis Bank 4.08 HDFC Bank 12.59 Power Grid Corporation Of India 1.38 Reliance Industries 9.15 ICICI Bank 11.03 Sun Pharmaceutical Industries 2.28 Adani Ports and Special Economic Zone 1.63 Interglobe Aviation 1.3 Bajaj Finance 2.99 NTPC 1.78 Titan Company 2.18 Hindustan Unilever 1.95 Bharat Electronics 1.62 ITC 2.96
Debt & Others (0%) Sector Allocation Net Current Assets 0 Debt Credit Ratings Debt Category Others 0.0
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M 0.64% Ret 1Y -9.45% Ret 3Y 9.07% Ret 5Y 7.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M 0.64% Ret 1Y -9.45% Ret 3Y 9.07% Ret 5Y 7.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M 0.64% Ret 1Y -9.45% Ret 3Y 9.07% Ret 5Y 7.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -0.32% Ret 1Y -6.71% Ret 3Y 10.45% Ret 5Y 9.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -0.32% Ret 1Y -6.71% Ret 3Y 10.45% Ret 5Y 9.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -0.32% Ret 1Y -6.71% Ret 3Y 10.45% Ret 5Y 9.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M 0.96% Ret 1Y -11.49% Ret 3Y 7.04% Ret 5Y 5.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M 0.96% Ret 1Y -11.49% Ret 3Y 7.04% Ret 5Y 5.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M 0.96% Ret 1Y -11.49% Ret 3Y 7.04% Ret 5Y 5.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -1.94% Ret 1Y -2.89% Ret 3Y 15.53% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -1.94% Ret 1Y -2.89% Ret 3Y 15.53% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.31%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Lokesh Kulthia
Education BCom (Hons), MBA (Finance), PGPFM
Experience Mr. Kulthia is associated with Equity Research team as a Manager since the year 2021. He joined UTI AMC as Assistance Manager at Dept of Sales. He has over 4 years of experience in the field of Research.
Sharwan Kumar Goyal
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.
Ayush Jain
Education Mr. Jain is B.Com, C.A and CFA (level 1).
Experience Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 151
Date of Incorporation 2022-01-31
Total AUM 389855.02
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
UTI BSE Sensex Index Fund Regular-Growth FAQs
How to invest in UTI BSE Sensex Index Fund Regular-Growth?
Investing in UTI BSE Sensex Index Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for UTI BSE Sensex Index Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of UTI BSE Sensex Index Fund Regular-Growth?
The term expense ratio for UTI BSE Sensex Index Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of UTI BSE Sensex Index Fund Regular-Growth is 0.31% as of 30 Oct 2026.
What is the NAV of UTI BSE Sensex Index Fund Regular-Growth?
The NAV of UTI BSE Sensex Index Fund Regular-Growth is ₹13.3562 as of 30 Oct 2026.
What is the AUM of UTI BSE Sensex Index Fund Regular-Growth?
The AUM (Assets Under Management) of UTI BSE Sensex Index Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of UTI BSE Sensex Index Fund Regular-Growth is ₹183.82 Cr as of 30 Oct 2026.
What is the PE and PB ratio of UTI BSE Sensex Index Fund Regular-Growth?
The PE ratio of UTI BSE Sensex Index Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in UTI BSE Sensex Index Fund Regular-Growth?
Yes, you can invest in UTI BSE Sensex Index Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of UTI BSE Sensex Index Fund Regular-Growth in the last 5 years?
The return of UTI BSE Sensex Index Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in UTI BSE Sensex Index Fund Regular-Growth?
The minimum SIP investment in UTI BSE Sensex Index Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For UTI BSE Sensex Index Fund Regular-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of UTI BSE Sensex Index Fund Regular-Growth?
The NAV of UTI BSE Sensex Index Fund Regular-Growth, as of 30 Oct 2026, is ₹13.3562.
Who manages the UTI BSE Sensex Index Fund Regular-Growth?
The fund managers responsible for UTI BSE Sensex Index Fund Regular-Growth are:
- Lokesh Kulthia
- Sharwan Kumar Goyal
- Ayush Jain