UTI BSE Sensex Index Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation12.4%
Sharpe Ratio0.06
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services15.41%
ICICI Bank LtdFinancial Services10.47%
Reliance Industries LtdEnergy & Infra10.31%
Infosys LtdTechnology5.81%
Bharti Airtel LtdServices5.35%
Larsen & Toubro LtdCapital Goods4.36%
ITC LtdConsumers3.92%
Tata Consultancy Services LtdTechnology3.56%
Axis Bank LtdFinancial Services3.47%
Kotak Mahindra Bank LtdFinancial Services3.23%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.29%
Regulatory & Tax Information
INF789F1AVC9
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)