36
Index — Large CapAvoid
UTI BSE Housing Index
UTI · Direct–Growth · rank #59 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-12.2%
-4.8% vs index
3 Years
6.4%
+0.3% vs index
5 Years
—
Since launch
9.6%
Year-by-year performance
2024
+20.8%+11.0% vs index
2025
-6.8%-18.5% vs index
2026
-5.5%+4.4% vs index
Why this score
UTI BSE Housing Index scores 36/100 — #59 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.
Volatility18.82 · 4th percentile in category
Expense ratio0.65% · 9th percentile in category
Fund size23.97 Cr · 10th percentile in category
1Y return-12.19% · 3rd percentile in category
Sharpe ratio-0.01 · 59th percentile in category
Sortino ratio-0.01 · 59th percentile in category
Top holdings
1.Dixon Technologies (India) Ltd5.93%
2.DLF Ltd5.56%
3.Macrotech Developers Ltd5.39%
4.Kei Industries Ltd5.02%
5.Grasim Industries Ltd5%
26 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.