35
Index — Large CapAvoid
UTI BSE Sensex Index
UTI · Direct–Growth · rank #58 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-11.3%
-1.1% vs index
3 Years
5.0%
-1.3% vs index
5 Years
—
Since launch
6.0%
Year-by-year performance
2023
+19.9%-1.1% vs index
2024
+9.2%-0.6% vs index
2025
+10.2%-1.5% vs index
2026
-12.7%-1.0% vs index
Why this score
UTI BSE Sensex Index scores 35/100 — #58 of 82 Index — Large Cap fund (Avoid). It stands out for expense ratio — beating 77% of peers on expense ratio. The main drag is its 3y return (better than only 13% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return4.97% · 13th percentile in category
Alpha-2.42 · 17th percentile in category
Expense ratio0.23% · 77th percentile in category
Sharpe ratio-0.11 · 35th percentile in category
1Y return-11.28% · 18th percentile in category
Sortino ratio-0.16 · 35th percentile in category
Top holdings
1.HDFC Bank Ltd12.59%
2.ICICI Bank Ltd11.03%
3.Reliance Industries Ltd9.15%
4.Bharti Airtel Ltd6.38%
5.Larsen & Toubro Ltd5.11%
30 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.