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

15 yrs 7 monthsStarted on:07 Apr 2004
₹ 624.42 Cras on: 18 Oct 2019
Long Term Horizon
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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TenureReturns (CAGR)
1 Month4.88
1 YR8.49
3 YR6.54

SIP Returns

TenureReturns (CAGR)
3 YR1.65
5 YR6.83
10 YR10.59


Company Name% Assets
HDFC Bank Ltd.20.44
ICICI Bank Ltd.14.41
Axis Bank Ltd.9.87
Housing Development Finance Corpn. Ltd.7.92
State Bank of India7.59
Indusind Bank Ltd.5.98
Kotak Mahindra Bank Ltd.4.48
ICICI Prudential Life Insurance Company Ltd.2.97
RBL Bank Ltd.2.76
Mahindra & Mahindra Financial Services Ltd.2.63

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio40
Standard Deviation19.19%
Sharpe Ratio0.15

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.