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Tuesday, May 23, 2023

Can I put money into UTI S&P BSE Housing Index Fund?


UTI S&P BSE Housing Index Fund is an open-ended scheme monitoring S&P BSE Housing TR. The NFO interval ends June fifth 2023. Does it make sense to put money into it?

The S&P BSE Housing index chooses shares from the  S&P BSE 250 LargeMidCap Index categorised in housing-related industries. Constituents are weighted by float-adjusted market capitalization, topic to a single constituent weight cap of 5%. The launch information is Jun 27, 2022, with information out there from Dec 16, 2016.

The constituents of the S&P BSE Housing Index as on April 28, 2023, are: (Supply: Scheme SID)

1 DLF Ltd 5.82%
2 Grasim Industries Ltd 5.34%
3 Extremely Tech Cement Ltd 5.16%
4 Housing Improvement Finance Corp 5.14%
5 Asian Paints Ltd 5.04%
6 Ambuja Cements Ltd 5.02%
7 Havells India Ltd 5.00%
8 Shree Cement Ltd 4.64%
9 Voltas Ltd 4.30%
10 Supreme Industries 4.15%
11 Astral Restricted 4.04%
12 Dalmia Bharat Ltd 3.79%
13 Godrej Properties Ltd 3.62%
14 Crompton Greaves Shopper Electricals Ltd 3.59%
15 ACC Ltd 3.51%
16 Berger Paints India Ltd 3.49%
17 Polycab India Ltd 3.28%
18 Phoenix Mills Ltd 3.23%
19 Macrotech Builders Ltd 2.63%
20 Oberoi Realty Ltd 2.51%
21 LIC Housing Finance Ltd 2.45%
22 J.Okay. Cement Ltd. 2.40%
23 Dixon Applied sciences (India) Ltd 2.25%
24 Ramco Cements Ltd 2.21%
25 Kajaria Ceramics Ltd. 2.13%
26 Status Estates Tasks Ltd 1.62%
27 AAVAS Financiers Ltd 1.45%
28 Kansai Nerolac Paints Ltd. 1.21%
29 Whirlpool of India Ltd 0.99%

Does it make sense even to turn out to be taken with UTI S&P BSE Housing Index Fund?

The brief reply is a giant no. The final 5 efficiency of S&P BSE Housing (TR) vs S&P BSE SENSEX (TR) vs S&P BSE 250 LargeMidCap Index (TR) sources from SPJglobal is proven under.

Last five performance of S&P BSE Housing (TR) vs S&P BSE SENSEX (TR) vs S&P BSE 250 LargeMidCap Index (TR)
Final 5 performances of S&P BSE Housing (TR) vs S&P BSE SENSEX (TR) vs S&P BSE 250 LargeMidCap Index (TR)

The final 5 yr returns are:

  • S&P BSE Housing (TR) 9.69%
  • S&P BSE SENSEX (TR) 13.71%
  • S&P BSE 250 LargeMidCap Index (TR) 12.80%

Why would you trouble shopping for UTI S&P BSE Housing Index Fund, which is sort of sure to have the next expense ratio than a Nifty or Sensex index fund? Please don’t!

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