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

High
14 yrs 8 monthsStarted on:07 Apr 2004
₹ 610.56 Cras on: 15 Nov 2018
Long Term Horizon
2.41%
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)
1 Month3.23
2 YR11.65
3 YR13.63

SIP Returns

TenureReturns (CAGR)
3 YR8.1
5 YR11.06
10 YR13.12

Portfolio

Company Name% Assets
HDFC Bank Ltd.19.73
ICICI Bank Ltd.14.54
Axis Bank Ltd.9.63
State Bank of India7.49
Indusind Bank Ltd.6.42
Yes Bank Ltd.3.7
RBL Bank Ltd.3.22
Mahindra & Mahindra Financial Services Ltd.3.01
Bank Of Baroda2.9
Housing Development Finance Corpn. Ltd.2.75

Top Sectoral Holdings

Sector Name% Assets
Financial98.79

Indicators

LabelValue
Portfolio turnover ratio61
Standard Deviation20.24%
Beta1.05%
Sharpe Ratio0.31

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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