UTI BSE India Sector Leaders Index Fund
UTI Mutual Fund · Index Fund · Regular plan, growth option
| Period | Scheme | Category median | Broad market (500 / total) median |
|---|---|---|---|
| 1 month | n/a | -6.5% | -6.4% |
| 3 months | n/a | -5.3% | -5.3% |
| 6 months | n/a | 5.2% | 4.6% |
| Year to date | n/a | -7.2% | -8.3% |
| 1 year | n/a | -3.6% | -4.5% |
| 3 years (CAGR) | n/a | 9.0% | 7.9% |
| 5 years (CAGR) | n/a | 6.8% | 7.8% |
| 7 years (CAGR) | n/a | 10.9% | 13.0% |
| 10 years (CAGR) | n/a | 10.5% | n/a |
| Since first NAV (CAGR) | n/a | – | – |
“Broad market (500 / total)” is MFIC's grouping of Index Fund schemes by the theme or index in their names, not an AMFI category.
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | n/a | 6.8% |
| 3Y rolling median | n/a | 16.2% |
| 3Y rolling worst | n/a | 8.4% |
| 3Y periods positive | n/a | 100% |
| 3Y periods ahead of benchmark | n/a | n/a |
| 5Y rolling median | n/a | 12.9% |
| 5Y rolling worst | n/a | 5.9% |
| 5Y periods ahead of benchmark | n/a | n/a |
Benchmark: none available in MFIC's free data for this category.
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | n/a | 17.6% |
| Sharpe ratio | n/a | 0.22 |
| Sortino ratio | n/a | 0.31 |
| Beta | n/a | n/a |
| Alpha (ann.) | n/a | n/a |
| Upside capture | n/a | n/a |
| Downside capture | n/a | n/a |
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | n/a | −19.1% |
| Maximum drawdown, last 10Y | n/a | −38.1% |
| Maximum drawdown, last 5Y | n/a | −17.9% |
| Current drawdown | n/a | −11.5% |
| Recovery time of worst fall | n/a | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
The Regular plan's expense ratio is 6.07% a year and the Direct plan's 5.25%, a gap of 0.82%. On a ₹25,000 monthly SIP for 20 years (illustration at 12% a year before costs) the gap adds up to about ₹10,99,571.
With the Regular plan, that cost pays a distributor to help you plan, choose and review funds, and stay invested when markets fall. Whether it is worth it depends on how much of that you will do yourself.
TER: AMFI TER disclosure. Returns: AMFI NAVs. Illustration, not a guaranteed saving or return.
- 1 Oct 2026: TER increased from 1.06% to 6.07% (AMFI TER disclosure)
- 17 Sep 2026: fund manager from this date: Sharwan Kumar Goyal (Scheme Summary Document)
- 17 Sep 2026: fund manager from this date: Ayush Jain (Scheme Summary Document)
- 17 Sep 2026: fund manager from this date: Lokesh Kulthia (Scheme Summary Document)
| Fund manager | Role | Managing since |
|---|---|---|
| Sharwan Kumar Goyal | 17 Sep 2026 | |
| Ayush Jain | 17 Sep 2026 | |
| Lokesh Kulthia | 17 Sep 2026 |
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Regular plan | 6.07% | 1.10% |
| AUM, whole scheme (₹ crore) | 38 | 159 |
| Riskometer | Very High | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
| Measure | Scheme | Benchmark / category |
|---|
Official benchmark: BSE India Sector Leaders TRI (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Index Fund Regular plans; how it is calculated.
- What is the latest NAV of UTI BSE India Sector Leaders Index Fund?
- The NAV of the Regular plan (growth option) was ₹9.6604 on 1 Oct 2026, as published by AMFI.
- Which category is UTI BSE India Sector Leaders Index Fund in?
- It is classified as Index Fund in AMFI's daily NAV file; a Index Fund scheme passively tracks a stated index. MFIC compares it with 276 Index Fund schemes (Regular plans).
- What is the expense ratio (TER) of UTI BSE India Sector Leaders Index Fund?
- The total expense ratio of the Regular plan is 6.07% a year, as disclosed to AMFI (median of Index Fund Regular plans: 1.10%). It is already deducted from the NAV, so every return shown is after expenses.
- How large is UTI BSE India Sector Leaders Index Fund?
- Assets under management of the whole scheme were ₹38 crore on 30 Sep 2026, as published by AMFI.
- What is the riskometer level of UTI BSE India Sector Leaders Index Fund?
- AMFI lists the scheme's riskometer as “Very High”, and its benchmark's as “Very High”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
- Who manages UTI BSE India Sector Leaders Index Fund?
- According to its Scheme Summary Document, UTI BSE India Sector Leaders Index Fund is managed by Sharwan Kumar Goyal (since 17 Sep 2026), Ayush Jain (since 17 Sep 2026), Lokesh Kulthia (since 17 Sep 2026).
- What is the minimum investment in UTI BSE India Sector Leaders Index Fund?
- The minimum application amount is Rs. 1,000. SIP details: SIP - D-500/W-500/M-500/Q-1500 SWP - M-500/Q-500/H-500/Y-500 STP - D-100/W-1000/M-1000/Q-3000 Flexi STP - D- 100/W-1000/M-1000/Q-3000.
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