How to Invest in UTI S&P BSE Sensex Index Fund Direct Growth?

You can easily invest in UTI S&P BSE Sensex Index Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for UTI S&P BSE Sensex Index Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in UTI S&P BSE Sensex Index Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does UTI S&P BSE Sensex Index Fund Direct Growth provide?

The UTI S&P BSE Sensex Index Fund Direct Growth has been there from 31 Jan 2022 and the average annual returns provided by this fund is 7.75% since its inception.

How much expense ratio is charged by UTI S&P BSE Sensex Index Fund Direct Growth?

The term Expense Ratio used for UTI S&P BSE Sensex Index Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of UTI S&P BSE Sensex Index Fund Direct Growth is 0.20% as of 04 Dec 2023...

What is the AUM of UTI S&P BSE Sensex Index Fund Direct Growth?

The AUM, short for Assets Under Management of UTI S&P BSE Sensex Index Fund Direct Growth is ₹158.59Cr as of 04 Dec 2023.

How to Redeem UTI S&P BSE Sensex Index Fund Direct Growth?

If you want to sell your UTI S&P BSE Sensex Index Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of UTI S&P BSE Sensex Index Fund Direct Growth?

You can select either SIP or Lumpsum investment of UTI S&P BSE Sensex Index Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of UTI S&P BSE Sensex Index Fund Direct Growth?

The NAV of UTI S&P BSE Sensex Index Fund Direct Growth is ₹11.89 as of 01 Dec 2023.

What is the PE and PB ratio of UTI S&P BSE Sensex Index Fund Direct Growth?

The PE ratio ratio of UTI S&P BSE Sensex Index Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

UTI S&P BSE Sensex Index Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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UTI S&P BSE Sensex Index Fund Direct Growth
Other
Index
Very High Risk
1M
6M
1Y
All
 NAV: 01 Dec 2023₹11.89
Min. SIP amount₹500
RatingNA
Fund size₹158.59Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Other Index
Absolute returns
3M6M1YAll
Fund returns1.2%7.6%7.0%16.3%
Category averageNANA12.4%NA
Rank with in category969387NA
Understand terms
Holdings (30)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity15.3%
Reliance Industries Ltd.
EnergyEquity10.8%
ICICI Bank Ltd.
FinancialEquity8.8%
Infosys Ltd.
TechnologyEquity6.7%
ITC Ltd.
Consumer StaplesEquity5.2%
Larsen & Toubro Ltd.
ConstructionEquity4.9%
Tata Consultancy Services Ltd.
TechnologyEquity4.7%
Axis Bank Ltd.
FinancialEquity3.8%
Kotak Mahindra Bank Ltd.
FinancialEquity3.4%
Bharti Airtel Ltd.
CommunicationEquity3.2%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Other Index
Pros
Cons
Exit load is zero
1Y annualised returns lower than category average by 4.66%
Lower expense ratio: 0.2%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
24 Nov 2023 - Present
0.20%
23 Nov 2023 - 24 Nov 2023
0.20%
22 Nov 2023 - 23 Nov 2023
0.20%
20 Nov 2023 - 22 Nov 2023
0.20%
17 Nov 2023 - 20 Nov 2023
0.20%
16 Nov 2023 - 17 Nov 2023
0.20%
15 Nov 2023 - 16 Nov 2023
0.20%
13 Nov 2023 - 15 Nov 2023
0.20%
10 Nov 2023 - 13 Nov 2023
0.20%
09 Nov 2023 - 10 Nov 2023
0.20%
07 Nov 2023 - 09 Nov 2023
0.20%
06 Nov 2023 - 07 Nov 2023
0.20%
03 Nov 2023 - 06 Nov 2023
0.20%
02 Nov 2023 - 03 Nov 2023
0.20%
01 Nov 2023 - 02 Nov 2023
0.20%
31 Oct 2023 - 01 Nov 2023
0.20%
30 Oct 2023 - 31 Oct 2023
0.20%
27 Oct 2023 - 30 Oct 2023
0.20%
26 Oct 2023 - 27 Oct 2023
0.20%
25 Oct 2023 - 26 Oct 2023
0.20%
23 Oct 2023 - 25 Oct 2023
0.20%
20 Oct 2023 - 23 Oct 2023
0.20%
19 Oct 2023 - 20 Oct 2023
0.20%
18 Oct 2023 - 19 Oct 2023
0.20%
17 Oct 2023 - 18 Oct 2023
0.20%
16 Oct 2023 - 17 Oct 2023
0.20%
13 Oct 2023 - 16 Oct 2023
0.20%
12 Oct 2023 - 13 Oct 2023
0.20%
11 Oct 2023 - 12 Oct 2023
0.20%
10 Oct 2023 - 11 Oct 2023
0.20%
09 Oct 2023 - 10 Oct 2023
0.20%
06 Oct 2023 - 09 Oct 2023
0.20%
05 Oct 2023 - 06 Oct 2023
0.20%
04 Oct 2023 - 05 Oct 2023
0.20%
03 Oct 2023 - 04 Oct 2023
0.20%
30 Sep 2023 - 03 Oct 2023
0.20%
29 Sep 2023 - 30 Sep 2023
0.20%
27 Sep 2023 - 29 Sep 2023
0.20%
26 Sep 2023 - 27 Sep 2023
0.20%
25 Sep 2023 - 26 Sep 2023
0.20%
22 Sep 2023 - 25 Sep 2023
0.20%
21 Sep 2023 - 22 Sep 2023
0.20%
20 Sep 2023 - 21 Sep 2023
0.20%
18 Sep 2023 - 20 Sep 2023
0.20%
15 Sep 2023 - 18 Sep 2023
0.20%
14 Sep 2023 - 15 Sep 2023
0.20%
13 Sep 2023 - 14 Sep 2023
0.20%
12 Sep 2023 - 13 Sep 2023
0.20%
11 Sep 2023 - 12 Sep 2023
0.20%
08 Sep 2023 - 11 Sep 2023
0.20%
07 Sep 2023 - 08 Sep 2023
0.20%
06 Sep 2023 - 07 Sep 2023
0.20%
05 Sep 2023 - 06 Sep 2023
0.20%
04 Sep 2023 - 05 Sep 2023
0.20%
01 Sep 2023 - 04 Sep 2023
0.20%
31 Aug 2023 - 01 Sep 2023
0.20%
31 Jul 2023 - 31 Aug 2023
0.20%
30 Jun 2023 - 31 Jul 2023
0.20%
31 May 2023 - 30 Jun 2023
0.20%
30 Apr 2023 - 31 May 2023
0.20%
31 Mar 2023 - 30 Apr 2023
0.20%
28 Feb 2023 - 31 Mar 2023
0.20%
31 Jan 2023 - 28 Feb 2023
0.20%
31 Dec 2022 - 31 Jan 2023
0.19%
30 Nov 2022 - 31 Dec 2022
0.19%
30 Nov 2022 - 30 Nov 2022
0.19%
30 Nov 2022 - 30 Nov 2022
0.19%
31 Oct 2022 - 30 Nov 2022
0.19%
31 Oct 2022 - 31 Oct 2022
0.19%
31 Oct 2022 - 31 Oct 2022
0.19%
30 Sep 2022 - 31 Oct 2022
0.20%
30 Sep 2022 - 30 Sep 2022
0.20%
30 Sep 2022 - 30 Sep 2022
0.20%
31 Aug 2022 - 30 Sep 2022
0.19%
31 Aug 2022 - 31 Aug 2022
0.19%
31 Jul 2022 - 31 Aug 2022
0.20%
31 Jul 2022 - 31 Jul 2022
0.20%
30 Jun 2022 - 31 Jul 2022
0.20%
30 Jun 2022 - 30 Jun 2022
0.20%
31 May 2022 - 30 Jun 2022
0.20%
31 May 2022 - 31 May 2022
0.20%
30 Apr 2022 - 31 May 2022
0.18%
30 Apr 2022 - 30 Apr 2022
0.18%
31 Mar 2022 - 30 Apr 2022
0.20%
31 Mar 2022 - 31 Mar 2022
0.20%
Expense ratio, exit load and taxExpense ratio: 0.20%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementSharwan 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
UTI Nifty 50 Index Fund Direct Growth
UTI Multi Asset Allocation Fund Direct Growth
UTI Arbitrage Fund Direct Growth
UTI Focussed Equity Fund Series IV (1104 Days) Direct Growth
UTI Focussed Equity Fund Series VI (1150 Days) Direct Growth
UTI Nifty Next 50 Index Fund Direct Growth
UTI Nifty200 Momentum 30 Index Fund Direct Growth
UTI S&P BSE Sensex Index Fund Direct Growth
UTI S&P BSE Low Volatility Index Fund Direct Growth
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth
UTI Gold ETF FoF Direct Growth
UTI Silver ETF FoF Direct Growth
UTI Nifty 500 Value 50 Index Fund Direct Growth
UTI NIFTY50 Equal Weight Index Fund Direct Growth
UTI S&P BSE Housing Index Fund Direct Growth
Ayush Jain
May 2022 - Present
View details
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..
Also manages these schemes
UTI Nifty 50 Index Fund Direct Growth
UTI Nifty Next 50 Index Fund Direct Growth
UTI Nifty200 Momentum 30 Index Fund Direct Growth
UTI S&P BSE Sensex Index Fund Direct Growth
UTI S&P BSE Low Volatility Index Fund Direct Growth
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth
UTI Gold ETF FoF Direct Growth
UTI Silver ETF FoF Direct Growth
UTI Nifty 500 Value 50 Index Fund Direct Growth
UTI NIFTY50 Equal Weight Index Fund Direct Growth
UTI S&P BSE Housing Index Fund Direct Growth
Fund house & investment objective
UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM₹2,58,722.96Cr
Date of Incorporation14 Nov 2002
 UTI S&P BSE Sensex Index Fund Direct Growth is a Other Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Sharwan Kumar Goyal is the Current Fund Manager of UTI S&P BSE Sensex Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,58,723 Cr and the Latest NAV as of 01 Dec 2023 is ₹11.89.
The UTI S&P BSE Sensex Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000.
;
Investment ObjectiveThe scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error
;
Fund benchmarkS&P BSE Sensex Total Return Index
Scheme Information Document(SID)
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
Website
www.utimf.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
UTI S&P BSE Sensex Index Fund Direct Growth
VS
Add mutual fund to compare

	3M	6M	1Y	All
Fund returns	1.2%	7.6%	7.0%	16.3%
Category average	NA	NA	12.4%	NA
Rank with in category	96	93	87	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	15.3%
Reliance Industries Ltd.	Energy	Equity	10.8%
ICICI Bank Ltd.	Financial	Equity	8.8%
Infosys Ltd.	Technology	Equity	6.7%
ITC Ltd.	Consumer Staples	Equity	5.2%
Larsen & Toubro Ltd.	Construction	Equity	4.9%
Tata Consultancy Services Ltd.	Technology	Equity	4.7%
Axis Bank Ltd.	Financial	Equity	3.8%
Kotak Mahindra Bank Ltd.	Financial	Equity	3.4%
Bharti Airtel Ltd.	Communication	Equity	3.2%

Rank (total assets)	#8 in India
Total AUM	₹2,58,722.96Cr

Date of Incorporation	14 Nov 2002

Fund benchmark	S&P BSE Sensex Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	NA
Fund size	₹158.59Cr

UTI S&P BSE Sensex Index Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (30)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.20%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sharwan Kumar GoyalJan 2022 - PresentView details

Ayush JainMay 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sharwan Kumar Goyal
Jan 2022 - Present
View details

Ayush Jain
May 2022 - Present
View details