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Fund Facts
  • Name of Fund:
    UTI S&P BSE Housing Index
  • Opening:
    22nd May 2023
  • Closing:
    5th June 2023
  • Scheme Type:
    Open Ended Equity Index Funds
  • Minimum Investment:
    Rs 5,000/- and in multiples of Re.1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
  • Entry Load:
  • Exit Road:
  • Thereafter:

Fund Stats


The Investment objective of the Scheme is to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.

  • Benchmark:

  • BSE 500

  • Fund Manager:

  • Sharwan Kumar Goyal, Ayush Jain

Asset Allocation

95-100% Securities covered by S&P BSE Housing Index
upto 5% Money Market
Comparable existing schemes
ICICI Prudential S&P BSE Sensex Index Fund 1.16(6M) 14.19(1Y)
LIC MF S&P BSE Sensex Index Fund 1.06(6M) 13.59(1Y)

Fund Prognosis

Idea Distiller

The real estate segment is seeing a lot of interest and money in recent times after a long downturn. And the fund aims to tap into a part of it.

  • Fund House AAUM:

  • Rs. 23886835.58 Lakhs (as on 31st March 2023)

  • Fund Manager:

  • Combined experience of above 16 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

I usually stay a bit away from sectorals but this one is so beaten down that perhaps it merits a look for the aggressive ones amongst us.