19
Index — Large CapAvoid
UTI BSE Housing Index
UTI · Direct–Growth · rank #75 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-11.8%
-3.4% vs index
3 Years
5.3%
-0.9% vs index
5 Years
—
Since launch
8.8%
Year-by-year performance
2024
+20.8%+11.0% vs index
2025
-6.8%-18.5% vs index
2026
-7.1%+4.2% vs index
Why this score
UTI BSE Housing Index scores 19/100 — #75 of 82 Index — Large Cap fund (Avoid). The main drag is its 3y return (better than only 18% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return5.35% · 18th percentile in category
Volatility18.87 · 3rd percentile in category
Expense ratio0.62% · 10th percentile in category
Fund size21.97 Cr · 9th percentile in category
Alpha-2.23 · 19th percentile in category
1Y return-11.75% · 2nd percentile in category
Top holdings
1.Phoenix Mills Ltd5.29%
2.DLF Ltd5.28%
3.Ultratech Cement Ltd5.19%
4.Macrotech Developers Ltd5.02%
5.Asian Paints Ltd5.01%
26 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.