uti banking and financial services (Equity, Equity Sectoral-banking)

High
14 yrs 6 monthsStarted on:07 Apr 2004
₹ 716.17 Cras on: 19 Sep 2018
Long Term Horizon
2.71%
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)
2 YR11.09
3 YR14.38

SIP Returns

TenureReturns (CAGR)
2 YR6.55
3 YR13.17
5 YR14.49
10 YR14.66

Portfolio

Company Name% Assets
HDFC Bank Ltd.19.28
ICICI Bank Ltd.13.2
Axis Bank Ltd.8.39
Indusind Bank Ltd.6.12
Yes Bank Ltd.5.76
State Bank of India4.97
Mahindra & Mahindra Financial Services Ltd.3.69
Bank Of Baroda3.42
DCB Bank Ltd.3.12
LIC Housing Finance Ltd.2.91

Top Sectoral Holdings

Sector Name% Assets
Financial99.06

Indicators

LabelValue
Portfolio turnover ratio59
Standard Deviation17.55%
Beta0.97%
Sharpe Ratio0.68

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.
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