UTI Banking and Financial Services (Equity, Equity Sectoral-banking)

High
14 yrs 10 monthsStarted on:07 Apr 2004
₹ 659.7 Cras on: 21 Jan 2019
Long Term Horizon
2.74%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the banking and financial services activities.

Exit Load

Scheme Documents

Similar Funds
ICICI Pru Banking and Financial Services
Current NAV 1114.25
Return (CAGR) 18.98%
Crisil Ranking NA
Value Research
Aditya Birla SL Banking & Financial Services
Current NAV 1114.25
Return (CAGR) 21.28%
Crisil Ranking NA
Value Research
Reliance Banking
Current NAV 1114.25
Return (CAGR) 23.24%
Crisil Ranking NA
Value Research
Baroda Pioneer Banking and Financial Services
Current NAV 1114.25
Return (CAGR) 12.23%
Crisil Ranking NA
Value Research

Tenure

TenureReturns (CAGR)
YTD0.56
1 Month1.51
3 Month9.81
2 YR13.47
3 YR19.50

SIP Returns

TenureReturns (CAGR)
2 YR0.83
3 YR8.77
5 YR11.15
10 YR13.04

Portfolio

Company Name% Assets
HDFC Bank Ltd.17.69
ICICI Bank Ltd.13.65
Axis Bank Ltd.9.02
State Bank of India8.07
Housing Development Finance Corpn. Ltd.7.01
Indusind Bank Ltd.6.3
Yes Bank Ltd.3.31
RBL Bank Ltd.3.27
Mahindra & Mahindra Financial Services Ltd.2.91
Bank Of Baroda2.7

Top Sectoral Holdings

Sector Name% Assets
Financial99.21

Indicators

LabelValue
Portfolio turnover ratio56
Standard Deviation20.22%
Beta1.03%
Sharpe Ratio0.47

Amit Kumar Premchandani

Mr. Premchandani is a Chartered Accountant, MBA and CFA degree holder.
Prior to joining UTI AMC in 2009, he has worked with Deutsche Equities India, JP Morgan and Peerless General Finance & Investment.
© CRISIL Limited 2017. All Rights Reserved