Axis BSE India Sector Leaders Index Fund vs UTI BSE India Sector Leaders Exchange Traded Fund
Axis BSE India Sector Leaders Index Fund and UTI BSE India Sector Leaders Exchange Traded Fund are both BSE India Sector Leaders Index Funds & ETFs. As of 6 Nov 2026 (Direct plan, Growth option): 3-year CAGR — vs —, 5-year CAGR — vs —, volatility — vs —, maximum drawdown −13.03% vs −5.30%. Their portfolios overlap by 99.9% (59 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Axis BSE India Sector Leaders Index | UTI BSE India Sector Leaders Exchange Traded | |
|---|---|---|
| Fund house | Axis Mutual Fund | UTI Mutual Fund |
| Compared as | BSE India Sector Leaders Index Funds & ETFs | BSE India Sector Leaders Index Funds & ETFs |
| NAV | ₹9.8196 | ₹15.0439 |
| NAV date | 6 Nov 2026 | 6 Nov 2026 |
| Launched (first NAV) | 16 Feb 2026 | 16 Sep 2026 |
| Track record | 0.7 yrs | 0.1 yrs |
| Fund size (AUM) | ₹28 Cr | — |
| Securities held | 59 | 59 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Axis BSE India Sector Leaders Index | UTI BSE India Sector Leaders Exchange Traded | |
|---|---|---|
| 1 month | +8.55% | +8.54% |
| 3 months | −0.03% | — |
| 6 months | +2.15% | — |
| 1 year | — | — |
| 3 years (CAGR) | — | — |
| 5 years (CAGR) | — | — |
| 7 years (CAGR) | — | — |
| 10 years (CAGR) | — | — |
| Since launch (CAGR) | — | — |
| SIP return (XIRR, 5 years) ⓘ | — | — |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Risk
| Axis BSE India Sector Leaders Index | UTI BSE India Sector Leaders Exchange Traded | |
|---|---|---|
| Volatility (annualised) ⓘ | — | — |
| Downside volatility ⓘ | — | — |
| Sharpe ratio ⓘ | — | — |
| Sortino ratio ⓘ | — | — |
| Maximum drawdown ⓘ | −13.03% | −5.30% |
| Recovery from that fall | — | 1 months |
| Current fall from peak | −0.73% | 0.00% |
| Rolling 1-year return: worst | — | — |
| Rolling 1-year return: median | — | — |
| Rolling 1-year return: best | — | — |
| Share of 1-year periods with a loss | — | — |
Against each fund's benchmark
| Axis BSE India Sector Leaders Index | UTI BSE India Sector Leaders Exchange Traded | |
|---|---|---|
| Beta ⓘ | — | — |
| Alpha (Jensen's, annualised) ⓘ | — | — |
| R² ⓘ | — | — |
| Upside capture | — | — |
| Downside capture | — | — |
| Tracking error | — | — |
| Information ratio | — | — |
| Treynor ratio | — | — |
Portfolio
Asset mix
| Axis BSE India Sector Leaders Index | UTI BSE India Sector Leaders Exchange Traded | |
|---|---|---|
| Equity | 100.05% | 100.02% |
| Cash & equivalents | -0.02% | 0.02% |
Market-cap split (share of fund assets)
| Axis BSE India Sector Leaders Index | UTI BSE India Sector Leaders Exchange Traded | |
|---|---|---|
| Large Cap | 83.80% | 83.72% |
| Mid Cap | 9.88% | 9.93% |
| Small Cap | 6.37% | 6.37% |
| Unclassified | 0.00% | 0.00% |
Concentration
| Axis BSE India Sector Leaders Index | UTI BSE India Sector Leaders Exchange Traded | |
|---|---|---|
| Top 10 holdings | 41.60% | 41.59% |
| Effective number of stocks ⓘ | 38.7 | 38.7 |
| Securities held | 59 | 59 |
Portfolio overlap: 99.9%
59 companies are held by both funds; by weight, 99.9% of the two portfolios is the same. That is a high overlap: holding both adds little diversification beyond holding one.
| Held by both | Axis BSE India Sector Leaders Index | UTI BSE India Sector Leaders Exchange Traded |
|---|---|---|
| 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% | 2.30% |
| Sun Pharmaceutical Industries Limited | 2.18% | 2.18% |
| Titan Company Limited | 2.08% | 2.09% |
| Hindustan Unilever Ltd. | 1.87% | 1.87% |
| Maruti Suzuki India Limited | 1.71% | 1.70% |
Top 10 holdings
Axis BSE India Sector Leaders Index
- HDFC Bank Limited5.34%
- Bharti Airtel Limited5.00%
- ICICI Bank Limited4.92%
- Larsen & Toubro Limited4.88%
- Reliance Industries Limited4.80%
- State Bank of India4.43%
- Infosys Limited3.90%
- Mahindra & Mahindra Limited2.93%
- ITC Limited2.83%
- Eternal Limited2.57%
UTI BSE India Sector Leaders Exchange Traded
- HDFC Bank Limited5.34%
- Bharti Airtel Limited5.00%
- ICICI Bank Limited4.92%
- Larsen & Toubro Limited4.88%
- Reliance Industries Limited4.79%
- State Bank of India4.43%
- Infosys Limited3.90%
- Mahindra & Mahindra Limited2.93%
- ITC Limited2.83%
- Eternal Limited2.57%
Sector exposure
| Axis BSE India Sector Leaders Index | UTI BSE India Sector Leaders Exchange Traded | |
|---|---|---|
| Banks | 14.69% | 14.69% |
| IT - Software | 7.19% | 7.18% |
| Telecom - Services | 6.99% | 7.00% |
| Construction | 6.84% | 6.84% |
| Automobiles | 5.92% | 5.91% |
| Petroleum Products | 5.83% | 5.82% |
| Diversified FMCG | 4.70% | 4.70% |
| Retailing | 4.59% | 4.59% |
| Pharmaceuticals & Biotechnology | 4.52% | 4.51% |
| Power | 4.03% | 4.03% |
| Consumer Durables | 4.03% | 4.03% |
| Cement & Cement Products | 3.69% | 3.71% |
| Textiles & Apparels | 3.04% | 3.10% |
| Realty | 3.09% | 3.08% |
Questions people ask
What is the difference between Axis BSE India Sector Leaders Index and UTI BSE India Sector Leaders Exchange Traded returns?
As of 6 Nov 2026, Direct plan Growth option: 1-year return — vs —; 3-year CAGR — vs —; 5-year CAGR — vs —; 10-year CAGR — vs —. Past returns do not indicate future returns.
How do Axis BSE India Sector Leaders Index and UTI BSE India Sector Leaders Exchange Traded compare on risk?
Volatility (36 monthly returns, annualised) — vs —; Sharpe ratio — vs —; Sortino ratio — vs —; maximum drawdown −13.03% vs −5.30%; beta — vs —.
How much do Axis BSE India Sector Leaders Index and UTI BSE India Sector Leaders Exchange Traded overlap?
By weight, 99.9% of the two portfolios is invested in the same companies; 59 stocks are held by both, the largest shared positions being HDFC Bank Limited, Bharti Airtel Limited, ICICI Bank Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Axis BSE India Sector Leaders Index and UTI BSE India Sector Leaders Exchange Traded?
Axis BSE India Sector Leaders Index: large cap 83.8%, mid cap 9.9%, small cap 6.4%. UTI BSE India Sector Leaders Exchange Traded: large cap 83.7%, mid cap 9.9%, small cap 6.4% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
More comparisons
Axis BSE India Sector Leaders Index vs
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 6 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.