UTI BSE Housing Index Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

UTI BSE Housing Index Growth Direct Plan

NAV
₹13.0560
-2.77%
(9 Mar)
AUM
24 Cr
TER
0.59%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+26.0%
+24.3%
+19.1%
+12.8%
+0.2%
3Y
+32.6%
+26.9%
+23.6%
+24.9%
NA
5Y
NA
NA
NA
NA
NA
ALL
+33.9%
+24.1%
+18.7%
+19.6%
+10.2%
VOL
20.3%
16.8%
14.7%
14.4%
17.6%
TER
0.4%
0.4%
0.4%
0.4%
0.6%
AUM
₹1,454 Cr
₹199 Cr
₹67 Cr
₹92 Cr
₹24 Cr
INFO
1.67
1.43
1.28
1.36
0.58
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
UTI BSE Housing Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
UltraTech Cement Ltd
5.8%
Shree Cement Ltd
5.4%
Grasim Industries Ltd
5.3%
Polycab India Ltd
5.1%
Voltas Ltd
5.1%
Ambuja Cements Ltd
5.0%
Phoenix Mills Ltd
5.0%
DLF Ltd
4.8%
Havells India Ltd
4.8%
Lodha Developers Ltd
4.5%
Top industry exposure
Basic Materials
36.4%
Real Estate
25.2%
Industrials
24.7%
Consumer Cyclical
5.1%
Technology
4.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
26%
Lock-in period
-
Exit load
No exit load
Fund objective
The Investment objective of the Scheme is to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved
Fund manager(s)
Sharwan Goyal
Ayush Jain

FAQs