UTI BSE India Sector Leaders Index Fund

Fund Overview Image
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uti_nifty_500_index_fund_1
Fund Name
UTI BSE India Sector Leaders Index Fund
Fund Short Description

An open-ended scheme replicating/tracking BSE India Sector Leaders TRI

Fund Long Description

UTI BSE India Sector Leaders Index Fund aims to provide returns that, before expenses, correspond to the total returns of the BSE India Sector Leaders TRI, subject to tracking error. The Index identifies the leaders of a sector by total market capitalization. The top 3 companies by market capitalization in each sector are selected for inclusion in the Index.

 

The scheme follows a passive investment strategy by replicating the index and maintaining alignment through periodic adjustments. Designed as a cost-efficient option, it enables long-term market-linked growth with values-based investing. It is designed for investors seeking diversified participation in India's evolving equity market through a single benchmark.

BM Index
BSE India Sector Leaders TRI
Exit Load

Entry Load: Nil
Exit Load: Nil

Benchmark Risk image and icon
Inception Date
September 17, 2026
Riskometer of Benchmark
Very High
Scheme Risk Category for image & icon
Type Ended
OPEN
scheme Fund Category
Index Fund
Scheme Riskometer
Very High
Fund Manager
Type (Primary/Comanage/Description)
Fund Manager
From Date
Type (Primary/Comanage/Description)
Assistant Fund Manager
Name
From Date
Type (Primary/Comanage/Description)
Assistant Fund Manager
From Date
Maturity Date
1900-01-01T00:00:00
Investment Objective

The investment objective of the scheme is to provide returns that, before expenses, corresponds to the total returns 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.

DOFA SchCode
794
Brief Intro Description

UTI BSE India Sector Leaders Index Fund aims to provide returns that, before expenses, correspond to the total returns of the BSE India Sector Leaders TRI, subject to tracking error. The Index identifies the leaders of a sector by total market capitalization. The top 3 companies by market capitalization in each sector are selected for inclusion in the Index.

 

The scheme follows a passive investment strategy by replicating the index and maintaining alignment through periodic adjustments. Designed as a cost-efficient option, it enables long-term market-linked growth with values-based investing. It is designed for investors seeking diversified participation in India's evolving equity market through a single benchmark.

Fund Type

An open-ended scheme replicating/tracking BSE India Sector Leaders TRI

Features
  • Sector Leadership – Exposure to leading companies across key sectors of the Indian equity market
  • Diversified Exposure – Participation across multiple sectors through a single index fund
  • Performance – Designed to track the BSE India Sector Leaders TRI
  • Cost Efficient – Lower expense ratio compared to actively managed funds
Product Labeling

This product is suitable for investors who are seeking*:

  • Returns that are commensurate (before fees and expenses) with the performance of the BSE India Sector Leaders (TRI), over long term, subject to tracking error.

  • Investment in equity securities covered by the BSE India Sector Leaders (TRI)

 

Product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.

 

# Based on the Index Composition as on July 31, 2026.

 

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Who should Invest?
  •  Investors seeking exposure to leading companies across key sectors through a single investment
  • Long-term investors looking to participate in India's equity market through a passive investment strategy
  • Investors seeking a transparent, cost-efficient investment solution
Scheme Code
SG
Aseet Class
EQUITY
Direct Option Code
G
Direct Option Desc
Growth
Direct Plan Code
G1
Direct Plan Description
Direct Plan
regular Option Code
G
regular Option Desc
Growth
regular Plan Code
GP
regular Plan Description
Regular Plan
Scheme plan details
DofaPlanCode
00
Plan
G1
Category
EQUITY
OptionName
G
OptionDescription
Growth
PlanMode
DIRECT
PlanDescription
Growth Plan
Nav since inception Data
Inception Years
1Y
Inception Years
3Y
Inception Years
5Y
Inception Years
SI
ReturnsAsOn
31/07/2026
asOfDate
31/07/2026
DofaPlanCode
01
Plan
GP
Category
EQUITY
OptionName
G
OptionDescription
Growth
PlanMode
Regular
PlanDescription
Growth Plan
Nav since inception Data
Inception Years
1Y
Inception Years
3Y
Inception Years
5Y
Inception Years
SI
ReturnsAsOn
31/07/2026
asOfDate
31/07/2026
Face Value
10
Brief Intro Web
  • Exposure to Sector Leaders through the BSE India Sector Leaders TRI
  • Diversification across key sectors through a single investment
  • Simple and convenient investing through SIP and lumpsum
  • Transparent, passive, and cost-efficient investment solution
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Investment Purpose
Filter Load
Nil
Scheme faq
Question
What is the UTI BSE India Sector Leaders Index Fund?
Answer

The UTI BSE India Sector Leaders Index Fund is a passively managed equity index fund that aims to replicate the performance of the BSE India Sector Leaders Total Returns Index (TRI), subject to tracking error. It invests in the same stocks and broadly in the same proportion as the underlying BSE India Sector Leaders TRI.

Question
What is the investment objective of UTI BSE India Sector Leaders Index Fund?
Answer

The objective is to provide returns that correspond to the total returns of the BSE India Sector Leaders TRI, subject to tracking error. However, there is no assurance that the investment objective of the scheme will be achieved.

Question
What is the Risk-o-meter of UTI BSE India Sector Leaders Index Fund?
Answer

The scheme is classified as "Very High Risk" as per the Risk-o-meter.

Question
How is diversification achieved in the fund?
Answer

The scheme tracks the BSE India Sector Leaders TRI, which provides exposure to leading companies across key sectors of the Indian equity market, thereby providing sector-wise diversification through a single investment.

Question
What is the minimum investment amount required to invest in UTI BSE India Sector Leaders Index Fund?
Answer

Minimum initial investment amount is Rs. 1,000/- and in multiples of Re.1/- thereafter. Subsequent minimum investment amount under a folio is Rs.1,000/- and in multiples of Re.1/- thereafter with no upper limit.

The minimum SIP amount for Daily, Weekly and Monthly SIP is Rs.500/- and in multiples of Re.1/- thereafter. The minimum SIP amount for Quarterly SIP is Rs. 1,500/- and in multiples of Re.1/- thereafter

Question
Is there any lock-in period for UTI BSE India Sector Leaders Index Fund?
Answer

No lock-in period is applicable for this fund.

Question
What is Tracking Error and how does it impact performance?
Answer

Tracking Error arises due to factors such as expenses, cash holdings, execution price difference and corporate actions. Lower tracking error generally indicates closer alignment between fund returns and index returns.

Question
What are the risks associated with UTI BSE India Sector Leaders Index Fund?
Answer

As an equity index fund, the UTI BSE India Sector Leaders Index Fund is subject to market-related risks. Key risks include:

  • Market Risk - The value of investments may fluctuate with market movements.

  • Liquidity risk - Liquidity of the underlying securities may impact the scheme.

  • Tracking error risk - Fund returns may differ slightly from the index returns

  • Economic and regulatory risk - Economic events and regulatory changes may impact markets.

NFO
On
Min. Lumpsum
1000
Min. SIP
500
Start date
END Date
Features Details
Title
Sector Leadership
Description
Exposure to leading companies across key sectors of the Indian equity market
Title
Diversified Exposure
Description
Participation across multiple sectors through a single index fund
Title
Performance
Description
Designed to track the BSE India Sector Leaders TRI
Title
Cost Efficient
Description
Lower expense ratio compared to actively managed funds
More About the NFO
Tags
Tag1
Index
Tag2
Equity
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Segregated
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MFD Choice
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Plan info for investor
asOfDate
31/07/2026
Category
EQUITY
DofaPlanCode
00
OptionDescription
Growth
OptionName
G
Plan
G1
PlanDescription
Growth Plan
PlanMode
DIRECT
ReturnsAsOn
31/07/2026
since inception data
Inception Years
1Y
Inception Years
3Y
Inception Years
5Y
Inception Years
SI
asOfDate
31/07/2026
Category
EQUITY
DofaPlanCode
01
OptionDescription
Growth
OptionName
G
Plan
GP
PlanDescription
Growth Plan
PlanMode
Regular
ReturnsAsOn
31/07/2026
since inception data
Inception Years
1Y
Inception Years
3Y
Inception Years
5Y
Inception Years
SI
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