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UTI BSE Housing Index Fund

UTI·
Index Fund
1Y
-8.00%
3Y
+7.23%
5Y
-
Since Inception
+9.99%
Sharpe
0.30
Sortino
0.42
Max Drawdown
-26.63%
Volatility
19.10%
Alpha
+2.41%
Beta
1.19
Info Ratio
0.26
Up / Down Capture
113 / 101
NAV (last ~1 year)
Fund details
AMCUTI
Fund manager-
Data from2023-06-09
AUM₹24 Cr (January - March 2026)
Expense ratio (Direct)0.58%
Minimum lumpsumRs 1,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#327 of 352
Top 93%
3Y CAGR
#123 of 196
Top 63%
5Y CAGR
-
Sharpe
#119 of 316
Top 38%