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Index Funds ETFs · Other

UTI BSE India Sector Leaders Index Fund

UTI Asset Mgmt. Co. Ltd.
Benchmark
BSE India Sector Leaders TRI
Riskometer
Very High
Size
₹38 cr
Allotted
17 Sep 2026
Holdings as of
30 Sep 2026

UTI BSE India Sector Leaders Index Fund is a index funds etfs fund of UTI Asset Mgmt. Co. Ltd. with ₹38 cr under management. Its direct plan charges 5.25% a year.

Has UTI BSE India Sector Leaders Index Fund beaten its benchmark?

Official figures

AMFI performance feed, 13 Oct 2026
PeriodDirectRegularBenchmarkAheadRank
1y ——— — —
3y ——— — —
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Index Funds ETFs funds, and how steady the lead is, in the app

What does UTI BSE India Sector Leaders Index Fund cost?

5.25% a year on the direct plan, 6.07% on the regular plan; 70 of 74 funds in its category charge less.

Direct plan
5.25% a year
Category median 0.57%
Regular plan
6.07% a year
Category median 1.18%
Gap
0.82 points
for the same holdings
70 of 74 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Index Funds - Equity Funds

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages UTI BSE India Sector Leaders Index Fund?

Sharwan Kumar Goyal, since None; Ayush Jain, since None; Lokesh Kulthia, since None.

Sharwan Kumar Goyal
None years
since None
Ayush Jain
None years
since None
Lokesh Kulthia
None years
since None
Benchmark as filedBSE India Sector Leaders TRI
Exit load
Nil
From 2 Scheme Summary Documents filed with NSE, first on 10 Sep 2026; as on 4 Oct 2026

What does UTI BSE India Sector Leaders Index Fund hold?

60 holdings as of 30 Sep 2026; the ten largest are 41.6% of the fund, the largest EQ - HDFC BANK LIMITED at 5.3%.

Mix

Holdings as of 30 Sep 2026
Equity99.9%Debt0.0%Cash0.1%Other0.0%
Holdings
60
59 shares
Top ten
41.6%
of the fund
Effective holdings
38.7
spread, as if equal-weighted
Matched to our table
100%
of the equity

Five largest

% of fund
EQ - HDFC BANK LIMITED5.34%
EQ - BHARTI AIRTEL LTD.5.00%
EQ - ICICI BANK LTD4.92%
EQ - LARSEN & TOUBRO LTD.4.88%
EQ - RELIANCE INDUSTRIES LTD.4.79%

Five largest industries

% of fund
Banks14.7%
IT - Software7.20%
Telecom - Services7.00%
Construction6.80%
Automobiles5.90%

By company size

% of equity · SEBI size lists
Large Cap83.8%Mid Cap9.9%Small Cap6.3%

How does UTI BSE India Sector Leaders Index Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro
Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.
Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro
The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is UTI BSE India Sector Leaders Index Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro
Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

Moves with its indexnot an index tracker
Nearest to the Nifty 50: 36% of it differs from the index (an active fund is usually above 60%).
Active share 36.2%60%

Funds that hold much the same

% of holdings in common
Axis BSE India Sector Leaders Index Fund99.9% the same
59 shared holdings
HDFC BSE India Sector Leaders Index Fund99.9% the same
59 shared holdings
Bandhan BSE India Sector Leaders Index Fund99.9% the same
59 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro
How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

Who manages UTI BSE India Sector Leaders Index Fund?

Sharwan Kumar Goyal (manager) since None; Ayush Jain (manager) since None; Lokesh Kulthia (manager) since None.

What is the expense ratio of UTI BSE India Sector Leaders Index Fund?

5.25% a year on the direct plan and 6.07% on the regular plan (expense report, Oct 2026).

Inside the app

See UTI BSE India Sector Leaders Index Fund beside your own funds in Valarth

Start freeStart free
A Valarth stock page: the share price with its chart and 52-week range, valuation and profitability figures, and a scorecard of health checks.
Stock pagePrice, valuation, profitability and a scorecard of health checks for every company, each figure explained.
The Valarth stock screener: a table of companies with price, market cap, P/E, P/B, PEG, EPS and ROE, and filters down the left.
ScreenerEvery listed company, filtered on 212 figures, each with a plain-language lesson beside it.
The Valarth AI Screener answering 'Which companies will benefit from India's Project 75 submarine programme?' with a basket of four naval shipbuilders and a written thesis.
AI ScreenerAsk a question in plain English, like which companies benefit from India's Project 75. It reads the intent, builds the screen and writes the thesis.
A Valarth business-model card for State Bank of India, with a plain-language summary and statements verified against the filing.
Business modelHow a company makes money and what can hurt it, each statement checked against its annual report.
Valarth's Before the Bell edition, with the day's headline, regulator notes and sector moves.
Before the BellA morning edition before the market opens: what moved, which rule changed, and what it means for your holdings.

UTI BSE India Sector Leaders Index Fund in the app: beside your own funds, with what you own through them

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