32
Index — Large CapAvoid
UTI BSE Sensex Index
UTI · Direct–Growth · rank #61 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-9.8%
-2.4% vs index
3 Years
4.1%
-1.9% vs index
5 Years
—
Since launch
6.3%
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
-12.2%-2.3% vs index
Why this score
UTI BSE Sensex Index scores 32/100 — #61 of 82 Index — Large Cap fund (Avoid). It stands out for expense ratio — beating 86% of peers on expense ratio. The main drag is its 3y return (better than only 11% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return4.14% · 11th percentile in category
Sharpe ratio-0.18 · 22nd percentile in category
Expense ratio0.22% · 86th percentile in category
Alpha-3.01 · 14th percentile in category
Sortino ratio-0.25 · 22nd percentile in category
1Y return-9.75% · 17th percentile in category
Top holdings
1.HDFC Bank Ltd11.84%
2.ICICI Bank Ltd11.39%
3.Reliance Industries Ltd9.53%
4.Bharti Airtel Ltd6.11%
5.Larsen & Toubro Ltd5.17%
30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.