FundLens
32
Index — Large CapAvoid

UTI BSE Sensex Index

UTI · Direct–Growth · rank #60 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-4.4%
-1.9% vs index
3 Years
6.2%
-1.8% vs index
5 Years
Since launch
7.0%

Year-by-year performance

last entry = YTD
2023
+19.9%
2024
+9.2%
2025
+10.2%
2026
-9.6%

Why this score

UTI BSE Sensex Index scores 32/100 — #60 of 82 Index — Large Cap fund (Avoid). It stands out for expense ratio — beating 84% of peers on expense ratio. The main drag is its 3y return (better than only 10% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

3Y return6.21% · 10th percentile in category
Sharpe ratio-0.02 · 24th percentile in category
Expense ratio0.23% · 84th percentile in category
Alpha-2.90 · 15th percentile in category
Sortino ratio-0.03 · 24th percentile in category
1Y return-4.41% · 18th percentile in category

Top holdings

top 5 = 44.3% of portfolio
1.HDFC Bank Ltd12.27%
2.ICICI Bank Ltd11.07%
3.Reliance Industries Ltd9.52%
4.Bharti Airtel Ltd6.46%
5.Larsen & Toubro Ltd4.96%

30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Large Cap funds