UTI BSE India Sector Leaders Index Fund
This is the Direct plan of UTI BSE India Sector Leaders Index Fund — bought from the fund house, with no distributor commission in its expense ratio. Income is retained in the fund, so it shows up as NAV rather than as a payout.
Performance
Scorecard
Not ratedHow this is computed
Each verdict is computed from this fund's own metrics against its sub-category — the number behind it is shown, not a black-box rating. Not rated — this fund has no full year of NAV history yet. A rating needs at least a 1-year return to rank its performance against peers.
No 3-year record to rank on yet
Volatility 15.9% vs 16.7% category avg
5.3% expense vs 0.6% category avg
Not enough history for a rolling 3Y view
Strengths & concerns
Generated from this fund's own numbers against its sub-category — each point names the figure behind it.
Strengths
No standout strengths identified.
Concerns
- High expense ratio (5.25%) vs the Index Funds average of 0.64%
Key Metrics
Scheme Info
DefinitionsPeriod returns (<1Y, absolute — not annualized)
DefinitionsAnnualized returns (≥1Y — CAGR)
DefinitionsAdvanced metrics — risk and benchmark ratios
Fund vs category average (Index Funds)
| Period | Fund | Category avg. | Diff |
|---|---|---|---|
| 1M abs | +10.01% | +7.15% | +2.86% |
| 3M abs | — | -0.96% | — |
| 6M abs | — | +2.37% | — |
| 1Y CAGR | — | +1.48% | — |
| 3Y CAGR | — | +12.11% | — |
| 5Y CAGR | — | +9.39% | — |
Category average across peers in Index Funds (up to 281 funds with data), same plan and option, excluding this fund. Under-1-year figures are absolute; 1Y and beyond are annualised (CAGR).
Not sure what a figure means? The glossary explains every metric, and the methodology shows the formulas.
Backtest this fund
What a SIP or one-time investment would have grown to over this fund’s real NAV history.
Pick a longer period to plot the path.
1 monthly installments of ₹10,000 into UTI BSE India Sector Leaders Index Fund, valued at the latest NAV. XIRR annualizes for each installment’s timing.
Taxation
Taxed as equityThis is an equity-oriented fund (≥65% in Indian equities), so gains get the concessional capital-gains rates below — they do not add to your income-tax slab.
Flat, on the whole gain
On gains above ₹1.25 L per financial year
Applies to capital gains on redemption. Excludes IDCW/dividend tax, STT, surcharge and cess, and pre-2018 equity grandfathering. For research only — consult a tax advisor before filing.
Asset allocation
As on 30 Sep 2026 · AMC disclosure- Equity99.89%
- Cash & Equivalents0.12%
AMC Profile
UTI Mutual Fund descends from the Unit Trust of India, which was effectively the whole Indian mutual fund industry from 1963 until private managers were allowed in. It was carved out as a SEBI-registered fund house in 2003, is listed on the exchanges, and is held by SBI, LIC, Bank of Baroda, PNB and T. Rowe Price rather than a single parent.
Fund Managers
AJAyush JainStart date not disclosed
Manager- Equity
Qualifica tions CA, B.Com (Tax)
He is a manager and designated as Assistant Fund Manager at UTI AMC Ltd. He is a Chartered Accountant holding charter from Institute (e) of Chartered Accountants of India and B.COM from DAVI Ahilya University. He began his career with UTI AMC Ltd in April, 2018 and has over 7 years of experience in Equity Fund Management, Equity Research, Equity Portfolio Analysis & Portfolio Management Services. Nov 2025
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SGSharwan Kumar GoyalStart date not disclosed
Senior Vice President- Equity & Head - Passive, Arbitrage and Quant Strategies and FM (Equity)
B.Com, MMS, CFA
UTI AMC in June 2006 and has 19 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager & Head of Passive, Arbitrage & Quant Strategies.
- UTI - Arbitrage Fund
- UTI - BSE Sensex Next 50 Exchange Traded Fund
- UTI - Gold Exchange Traded Fund
- UTI - Nifty Next 50 Exchange Traded Fund
- UTI - Nifty Next 50 Index Fund
- UTI BSE Housing Index Fund
- UTI BSE INDIA SECTOR LEADERS EXCHANGE TRADED FUND
- UTI BSE Low Volatility Index Fund
- UTI BSE Sensex ETF
- UTI BSE Sensex Index Fund
- UTI Multi Asset Allocation Fund
- UTI Nifty 200 Momentum 30 Index Fund
- UTI Nifty 200 Quality 30 Index Fund
- UTI Nifty 50 Index Fund
- UTI Nifty 500 Exchange Traded Fund
- UTI Nifty 500 Value 50 Index Fund
- UTI Nifty Alpha Low-Volatility 30 Index Fund
- UTI Nifty Bank ETF
- UTI Nifty India Manufacturing Index Fund
- UTI Nifty IT ETF
- UTI Nifty Midcap 150 Index Fund
- UTI Nifty Midcap 150 Quality 50 Index Fund
- UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
- UTI Nifty Private Bank Index Fund
- UTI Nifty50 Equal Weight Index Fund
- UTI Quant Fund
- UTI Gold ETF Fund of Fund - Direct Plan - Growth
- UTI Nifty 50 ETF - Direct Plan
- UTI Nifty Midcap 150 Exchange Traded Fund - Direct Plan - Growth
LKLokesh KulthiaStart date not disclosed
i. Management ii. Trainee in Management. In iii. iv. team, v. over 4 experience in vi. vii. Associate viii. key sectors Banking & ix. Services, x. Goods, and xi. he has been in xii. quantitative xiv. manages xv. in the of Passives, xvi. index- mandates and xvii. portfolio xviii. xix. xx. xxi. xxii. xxiii. xxiv. xxv. xxvi. xxvii. xxviii. xxix. xxx. xxxi.
- UTI BSE INDIA SECTOR LEADERS EXCHANGE TRADED FUND
- UTI Nifty 500 Exchange Traded Fund
- UTI Nifty 500 Index Fund.
- UTI - Gold Exchange Traded Fund - Direct Plan - Growth
- UTI - Nifty Next 50 Index Fund - Direct Plan - Growth
- UTI BSE Housing Index Fund - Direct Plan - Growth
- UTI BSE Low Volatility Index Fund - Direct Plan - Growth
- UTI BSE Sensex ETF - Direct Plan
- UTI BSE Sensex Index Fund - Direct Plan - Growth
- UTI Gold ETF Fund of Fund - Direct Plan - Growth
- UTI Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
- UTI Nifty 50 ETF - Direct Plan
- UTI Nifty 50 Index Fund - Direct Plan - Growth
- UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth
- UTI Nifty Bank ETF - Direct Plan - Growth
- UTI Nifty IT ETF - Direct Plan - Growth
- UTI Nifty Midcap 150 Index Fund - Direct Plan - Growth
- UTI Nifty Private Bank Index Fund - Direct Plan - Growth
- UTI Nifty500 Shariah Index Fund - Direct Plan - Growth
- UTI Quant Fund - Direct Plan - Growth
- UTI Silver ETF Fund of Fund - Direct Plan - Growth
- UTI Silver Exchange Traded Fund - Direct Plan - Growth
Fund manager, benchmark and dealing terms from this scheme's SEBI-filed Scheme Information Document on AMFI. Each manager's qualifications and role are reconciled across every filing this fund house makes for them, including its Statement of Additional Information. Total AUM via AMFI.
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Returns and risk are computed from NAV history and may differ slightly from other portals due to methodology (rolling vs point-to-point, dividend treatment). For research only — not investment advice.
About Index funds & ETFs
Index funds and ETFs must keep at least 95% in the securities of the index they track, rather than trying to beat it. They charge far lower fees than active funds, and their return is the index's return minus that small cost and any tracking difference.
From the blog
Frequently asked questions
What is the NAV of UTI BSE India Sector Leaders Index Fund?
As of 09 Nov 2026, the NAV of UTI BSE India Sector Leaders Index Fund is ₹10.65 per unit. NAV (net asset value) is the fund's per-unit price, published once each business day.
What returns has UTI BSE India Sector Leaders Index Fund delivered?
UTI BSE India Sector Leaders Index Fund has returned +5.98% per year since inception. Figures beyond one year are annualised (CAGR) and are computed from AMFI NAV history, so they may differ slightly from other portals.
What is the expense ratio of UTI BSE India Sector Leaders Index Fund?
UTI BSE India Sector Leaders Index Fund charges an expense ratio of 5.25% per year. This annual fee is already deducted from the NAV, so the returns you see are net of it.
What are the top holdings of UTI BSE India Sector Leaders Index Fund?
UTI BSE India Sector Leaders Index Fund's largest holdings are HDFC BANK LIMITED (5.3%), BHARTI AIRTEL LTD. (5.0%), ICICI BANK LTD (4.9%), LARSEN & TOUBRO LTD. (4.9%) and RELIANCE INDUSTRIES LTD. (4.8%). Holdings are disclosed monthly and change over time.
How risky is UTI BSE India Sector Leaders Index Fund?
UTI BSE India Sector Leaders Index Fund sits at the very high level on our estimate of SEBI's risk-o-meter scale, its trailing-3Y volatility (annualised) is 15.9% and its worst peak-to-trough fall in our sample was 5.3%. Higher volatility means the NAV swings more; the drawdown shows how far it has fallen from a peak historically.
What is the benchmark of UTI BSE India Sector Leaders Index Fund?
UTI BSE India Sector Leaders Index Fund is benchmarked against the BSE India Sector Leaders TRI. The alpha, beta and capture figures on this page are measured against the Nifty 500 TRI, the closest index whose daily history we hold.
Who manages UTI BSE India Sector Leaders Index Fund?
UTI BSE India Sector Leaders Index Fund is managed by Ayush Jain, Sharwan Kumar Goyal and Lokesh Kulthia at UTI.
When was UTI BSE India Sector Leaders Index Fund launched, and what is its objective?
UTI BSE India Sector Leaders Index Fund was launched on 17 Sep 2026. its stated objective is: The Investment objective of the Scheme is to provide returns that, before expenses, correspond to the total return of the securities as represented by the underlying index, subject to tracking error. However, there is no assurance that the investment objective of the scheme will be achieved. Both are as filed in the scheme's own Scheme Summary Document.
How is UTI BSE India Sector Leaders Index Fund taxed?
UTI BSE India Sector Leaders Index Fund is an equity-oriented fund, so its capital gains get concessional rates: short-term gains (units held under 1 year) are taxed at 20%, and long-term gains (held 1 year or more) at 12.5% above a ₹1.25 lakh per-year exemption. These rates apply on redemption and don't add to your income-tax slab.