Which funds are similar to UTI BSE Housing Index Fund Direct-Growth?
Funds similar to UTI BSE Housing Index Fund Direct-Growth in the Equity: Thematic-Other category include ICICI Prudential India Opportunities Fund Direct-Growth, HDFC Defence Fund Direct-Growth, and Franklin India Opportunities Direct Fund-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of UTI BSE Housing Index Fund Direct-Growth in its category?
On a 3-year return basis UTI BSE Housing Index Fund Direct-Growth is ranked 11 out of 14 funds in the Equity: Thematic-Other category as of 16 Jul 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does UTI BSE Housing Index Fund Direct-Growth's expense ratio compare to similar funds?
UTI BSE Housing Index Fund Direct-Growth has an expense ratio of 0.65%. The peers ICICI Prudential India Opportunities Fund Direct-Growth has an expense ratio of 0.91% and HDFC Defence Fund Direct-Growth has 0.87%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does UTI BSE Housing Index Fund Direct-Growth's AUM compare to similar funds?
UTI BSE Housing Index Fund Direct-Growth has an AUM of ₹23.94 crore. The peers ICICI Prudential India Opportunities Fund Direct-Growth has an AUM of ₹37,256.8 crore and HDFC Defence Fund Direct-Growth has ₹10,529.2 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Other?
The top performing fund in the Equity: Thematic-Other category on a 3-year basis is HDFC Defence Fund Direct-Growth with a CAGR of 41.31% as of 16 Jul 2026. UTI BSE Housing Index Fund Direct-Growth has delivered 12.02% CAGR over the same period, ranking 11 out of 14 funds. You can view and compare the full category ranking on sharpely.
How does UTI BSE Housing Index Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, UTI BSE Housing Index Fund Direct-Growth has a Sharpe ratio of 0.33 compared to the Equity: Thematic-Other average of 0.66 as of 16 Jul 2026. It ranks 16 out of 18 funds in its category on Sharpe ratio.
