Axis BSE India Sector Leaders Index Fund vs UTI BSE India Sector Leaders Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
Axis BSE India Sector Leaders Index Fund is an Index fund and UTI BSE India Sector Leaders Index Fund is an Index fund. Axis BSE India Sector Leaders Index Fund charges 0.28% a year and UTI BSE India Sector Leaders Index Fund 5.25% (Direct plans). Their portfolios overlap 99.9%: they hold 59 of the same securities.
Axis BSE India Sector Leaders Index Fund
Index
- Expense ratio
- 0.28%
- NAV
- ₹9.15
UTI BSE India Sector Leaders Index Fund
Index
- Expense ratio
- 5.25%
- NAV
- ₹9.87
Which is better, Axis BSE India Sector Leaders Index or UTI BSE India Sector Leaders Index? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Axis BSE India Sector Leaders Index costs less: 0.28% a year against 5.25% (Direct plans).
- UTI BSE India Sector Leaders Index fell less in its worst fall since 22-09-2026: −5.3% against −5.3%.
- UTI BSE India Sector Leaders Index is the larger fund: ₹38 Cr against ₹28 Cr.
- Their portfolios overlap 99.9%: 59 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Axis BSE India Sector Leaders Index Fund | UTI BSE India Sector Leaders Index Fund |
|---|---|---|
| Fund house | Axis Mutual Fund | UTI Mutual Fund |
| Category | Index | Index |
| AUM | ₹28 Cr (30-09-2026) | ₹38 Cr (30-09-2026) |
| NAV | ₹9.15 (Direct) | ₹9.87 (Direct) |
| Expense ratio (Direct) | 0.28% | 5.25% |
| Expense ratio (Regular) | 1.16% | 6.07% |
| Riskometer | Very High | Very High |
| Benchmark | BSE India Sector Leaders TRI | BSE India Sector Leaders TRI |
| Launch date | 11-02-2026 | 17-09-2026 |
| Minimum investment | ₹100 | ₹1,000 |
| Lock in | None | None |
| Fund managers | Nandik Malik, Rohit Gautam | Sharwan Kumar Goyal FM 1, Ayush Jain FM 2, Lokesh Kulthia FM 3 |
| Exit load | Exit load of 0.25%, if redeemed within 15 days. | Nil |
Axis BSE India Sector Leaders Index vs UTI BSE India Sector Leaders Index: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Axis BSE India Sector Leaders Index Fund (Direct) | +0.95% | −5.99% | −3.42% | -- | -- | -- | -- |
| UTI BSE India Sector Leaders Index Fund (Direct) | +0.95% | -- | -- | -- | -- | -- | -- |
Axis BSE India Sector Leaders Index vs UTI BSE India Sector Leaders Index: Rolling Returns
Every holding period of both funds, against BSE INDIA SECTOR LEADERS TRI, the benchmark of both
Axis BSE India Sector Leaders Index vs UTI BSE India Sector Leaders Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Axis BSE India Sector Leaders Index Fund (Direct) | UTI BSE India Sector Leaders Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | −9.70% | −16.11% |
| Standard deviation | 14.91% | 14.59% |
| Sharpe ratio | -1.00 | -1.48 |
| Sortino ratio | -1.31 | -1.89 |
| Maximum drawdown | −13.0% (31-03-2026) | −5.3% (08-10-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.29% | −0.09% |
From daily NAVs, 16-02-2026 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Axis BSE India Sector Leaders Index Fund (Direct)
UTI BSE India Sector Leaders Index Fund (Direct)
BSE INDIA SECTOR LEADERS TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Axis BSE India Sector Leaders Index Fund (Direct) | −5.3% | 23-09-2026 | 08-10-2026 | Not yet | -- | −2.3% |
| UTI BSE India Sector Leaders Index Fund (Direct) | −5.3% | 23-09-2026 | 08-10-2026 | Not yet | -- | −2.3% |
| BSE INDIA SECTOR LEADERS TRI | −5.3% | 23-09-2026 | 08-10-2026 | Not yet | -- | −2.3% |
From daily values since 22-09-2026, the first day every fund has.
Axis BSE India Sector Leaders Index vs UTI BSE India Sector Leaders Index: Portfolio Overlap
From each fund's latest monthly portfolio: Axis BSE India Sector Leaders Index Fund, September 2026; UTI BSE India Sector Leaders Index Fund, September 2026
Holdings in common
- Overlap
- 99.9%
- Held by both
- 59
- Only in Axis BSE India Sector Leaders Index
- 0
- Only in UTI BSE India Sector Leaders Index
- 0
| Security | % of Axis BSE India Sector Leaders Index | % of UTI BSE India Sector Leaders Index |
|---|---|---|
| HDFC Bank Limited | 5.34% | 5.34% |
| Bharti Airtel Limited | 5.00% | 5.00% |
| ICICI Bank Limited | 4.92% | 4.92% |
| Larsen & Toubro Limited | 4.88% | 4.88% |
| Reliance Industries Limited | 4.80% | 4.79% |
| State Bank of India | 4.43% | 4.43% |
| Infosys Limited | 3.90% | 3.90% |
| Mahindra & Mahindra Limited | 2.93% | 2.93% |
| ITC Limited | 2.83% | 2.83% |
| Eternal Limited | 2.57% | 2.57% |
| Tata Consultancy Services Limited | 2.31% | 2.31% |
| Sun Pharmaceutical Industries Limited | 2.18% | 2.18% |
| Titan Company Limited | 2.08% | 2.08% |
| Hindustan Unilever Limited | 1.87% | 1.87% |
| Maruti Suzuki India Limited | 1.71% | 1.71% |
| NTPC Limited | 1.70% | 1.70% |
| Tata Steel Limited | 1.69% | 1.69% |
| Adani Ports and Special Economic Zone Limited | 1.56% | 1.55% |
| Bharat Electronics Limited | 1.55% | 1.55% |
| UltraTech Cement Limited | 1.44% | 1.44% |
| Sun TV Network Limited | 1.39% | 1.38% |
| Power Grid Corporation of India Limited | 1.32% | 1.32% |
| Divi's Laboratories Limited | 1.32% | 1.31% |
| Bajaj Auto Limited | 1.28% | 1.28% |
| Grasim Industries Limited | 1.28% | 1.28% |
| PVR INOX Limited | 1.10% | 1.09% |
| Page Industries Limited | 1.06% | 1.07% |
| DLF Limited | 1.06% | 1.06% |
| Avenue Supermarts Limited | 1.06% | 1.05% |
| Indus Towers Limited | 1.04% | 1.04% |
| InterGlobe Aviation Limited | 1.04% | 1.04% |
| Indian Oil Corporation Limited | 1.03% | 1.03% |
| Cipla Limited | 1.02% | 1.02% |
| SRF Limited | 1.02% | 1.02% |
| Oberoi Realty Limited | 1.02% | 1.02% |
| Lodha Developers Limited | 1.01% | 1.01% |
| Asian Paints Limited | 1.01% | 1.01% |
| Rail Vikas Nigam Limited | 1.01% | 1.01% |
| Adani Green Energy Limited | 1.01% | 1.00% |
| 3M India Limited | 1.01% | 1.00% |
| K.P.R. Mill Limited | 1.00% | 0.99% |
| Oil & Natural Gas Corporation Limited | 1.00% | 0.99% |
| Wipro Limited | 0.98% | 0.98% |
| Tata Motors Ltd | 0.98% | 0.97% |
| Trident Limited | 0.98% | 0.97% |
| Adani Enterprises Limited | 0.97% | 0.97% |
| Pidilite Industries Limited | 0.97% | 0.97% |
| Ambuja Cements Limited | 0.97% | 0.97% |
| Nestle India Limited | 0.97% | 0.97% |
| Hindustan Zinc Limited | 0.97% | 0.96% |
| Hindustan Aeronautics Limited | 0.96% | 0.96% |
| Trent Limited | 0.96% | 0.96% |
| Bharti Hexacom Limited | 0.95% | 0.95% |
| Godrej Industries Limited | 0.95% | 0.94% |
| DCM Shriram Limited | 0.95% | 0.94% |
| IRB Infrastructure Developers Limited | 0.95% | 0.94% |
| Havells India Limited | 0.94% | 0.94% |
| Container Corporation of India Limited | 0.91% | 0.91% |
| Solar Industries India Limited | 0.91% | 0.90% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 99.9% means 99.9% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Axis BSE India Sector Leaders Index Fund
Every holding of this fund is also held by the other.
Largest holdings only in UTI BSE India Sector Leaders Index Fund
Every holding of this fund is also held by the other.
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Axis BSE India Sector Leaders Index | UTI BSE India Sector Leaders Index |
|---|---|---|
| Equity | 100.1% | 99.9% |
| Debt | 0.0% | 0.0% |
| Cash and others | -0.1% | 0.1% |
Market cap of stocks
| Market cap | Axis BSE India Sector Leaders Index | UTI BSE India Sector Leaders Index |
|---|---|---|
| Large Cap | 83.8% | 83.7% |
| Mid Cap | 9.9% | 9.9% |
| Small Cap | 6.4% | 6.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Axis BSE India Sector Leaders Index | UTI BSE India Sector Leaders Index |
|---|---|---|
| Banks | 14.7% | 14.7% |
| IT - Software | 7.2% | 7.2% |
| Telecom - Services | 7.0% | 7.0% |
| Construction | 6.8% | 6.8% |
| Automobiles | 5.9% | 5.9% |
| Petroleum Products | 5.8% | 5.8% |
The six largest sectors of each fund's stocks, % of the fund.
Axis BSE India Sector Leaders Index vs UTI BSE India Sector Leaders Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Axis BSE India Sector Leaders Index Fund | UTI BSE India Sector Leaders Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.28% | 5.25% |
| Base expense ratio (Direct) | 0.13% | 0.20% |
| Total expense ratio (Regular) | 1.16% | 6.07% |
| Base expense ratio (Regular) | 0.90% | 0.90% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
Axis BSE India Sector Leaders Index Fund vs UTI BSE India Sector Leaders Index Fund: Frequently Asked Questions
What is the difference between Axis BSE India Sector Leaders Index Fund and UTI BSE India Sector Leaders Index Fund?
Axis BSE India Sector Leaders Index Fund is an Index fund, UTI BSE India Sector Leaders Index Fund is an Index fund, run by Axis Mutual Fund and UTI Mutual Fund. Their portfolios overlap 99.9%. Axis BSE India Sector Leaders Index Fund charges 0.28% a year and UTI BSE India Sector Leaders Index Fund 5.25%.
Which has the lower expense ratio, Axis BSE India Sector Leaders Index Fund or UTI BSE India Sector Leaders Index Fund?
Axis BSE India Sector Leaders Index Fund charges less: 0.28% a year against 5.25%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Axis BSE India Sector Leaders Index Fund and UTI BSE India Sector Leaders Index Fund overlap?
99.9%. They hold 59 of the same securities, the largest shared ones being HDFCBANK, BHARTIARTL, ICICIBANK. From each fund's latest monthly portfolio.
Which is riskier, Axis BSE India Sector Leaders Index Fund or UTI BSE India Sector Leaders Index Fund?
On SEBI's riskometer, Axis BSE India Sector Leaders Index Fund is rated Very High and UTI BSE India Sector Leaders Index Fund Very High. Over their common history, the standard deviation of daily returns was 14.91% and 14.59% a year.
Can I invest in both Axis BSE India Sector Leaders Index Fund and UTI BSE India Sector Leaders Index Fund?
Yes. 99.9% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Axis BSE India Sector Leaders Index Fund and UTI BSE India Sector Leaders Index Fund?
Axis BSE India Sector Leaders Index Fund: Nandik Malik, Rohit Gautam. UTI BSE India Sector Leaders Index Fund: Sharwan Kumar Goyal FM 1, Ayush Jain FM 2, Lokesh Kulthia FM 3.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.