31
Index — Large CapAvoid
UTI BSE Housing Index
UTI · Direct–Growth · rank #62 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-2.8%
-2.3% vs index
3 Years
9.5%
+0.8% vs index
5 Years
—
Since launch
12.0%
Year-by-year performance
2024
+20.8%+11.0% vs index
2025
-6.8%-18.5% vs index
2026
+0.8%+8.0% vs index
Why this score
UTI BSE Housing Index scores 31/100 — #62 of 82 Index — Large Cap fund (Avoid). The main drag is its volatility (better than only 4% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Volatility18.73 · 4th percentile in category
Expense ratio0.65% · 7th percentile in category
Fund size24.10 Cr · 12th percentile in category
1Y return-2.84% · 9th percentile in category
Sharpe ratio0.16 · 37th percentile in category
Sortino ratio0.22 · 36th percentile in category
Top holdings
1.Dixon Technologies (India) Ltd5.63%
2.Macrotech Developers Ltd5.4%
3.DLF Ltd5.35%
4.Ultratech Cement Ltd5.02%
5.Shree Cement Ltd5.01%
26 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.