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

High
14 yrs 12 monthsStarted on:07 Apr 2004
₹ 643.77 Cras on: 22 Mar 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

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Tenure

TenureReturns (CAGR)
YTD7.50
1 Month11.07
3 Month8.51
1 YR9.25
2 YR11.25
3 YR19.79

SIP Returns

TenureReturns (CAGR)
1 YR12.7
2 YR6.19
3 YR11.05
5 YR12.41
10 YR13.5

Portfolio

Company Name% Assets
HDFC Bank Ltd.17.43
ICICI Bank Ltd.13.6
Axis Bank Ltd.9.89
State Bank of India7.73
Housing Development Finance Corpn. Ltd.7.44
Indusind Bank Ltd.5.72
Yes Bank Ltd.4.31
Kotak Mahindra Bank Ltd.3.86
RBL Bank Ltd.3.37
DCB Bank Ltd.2.75

Top Sectoral Holdings

Sector Name% Assets
Financial99.43

Indicators

LabelValue
Portfolio turnover ratio58
Standard Deviation18.64%
Beta1.06%
Sharpe Ratio0.76

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.