UTI-Banking Sector Fund (Equity, Equity Sectoral-banking)

High
14 yrs 4 monthsStarted on:07 Apr 2004
₹ 657.63 Cras on: 13 Jul 2018
Long Term Horizon
2.64%
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 YR1.71
2 YR15.76
3 YR11.75

SIP Returns

TenureReturns (CAGR)
2 YR10.39
3 YR15.76
5 YR16.61
10 YR15.37

Portfolio

Company Name% Assets
HDFC Bank Ltd.24.05
ICICI Bank Ltd.11.33
Indusind Bank Ltd.6.61
Yes Bank Ltd.6.33
Axis Bank Ltd.5.24
State Bank of India4.14
Mahindra & Mahindra Financial Services Ltd.4.14
Housing Development Finance Corpn. Ltd.3.48
LIC Housing Finance Ltd.2.99
DCB Bank Ltd.2.95

Top Sectoral Holdings

Sector Name% Assets
Financial99.62

Indicators

LabelValue
Portfolio turnover ratio49
Standard Deviation17.96%
Beta0.95%
Sharpe Ratio0.39

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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