UTI-Banking Sector Fund (Equity, Sectoral)

High
14 yrs 2 monthsStarted on:07 Apr 2004
₹ 690.94 Cras on: 25 May 2018
Long Term Horizon
2.54%
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 Month0.59
3 Month0.66
1 YR9.52
2 YR22.46
3 YR13.64

SIP Returns

TenureReturns (CAGR)
1 YR1.04
2 YR13.54
3 YR16.97
5 YR17.51
10 YR15.85

Portfolio

Company Name% Assets
HDFC Bank Ltd.23.07
ICICI Bank Ltd.13.98
Indusind Bank Ltd.6.5
Yes Bank Ltd.5.42
Mahindra & Mahindra Financial Services Ltd.4.59
L&T Finance Holdings Ltd.3.97
Bank Of Baroda3.56
Federal Bank Ltd.3.45
DCB Bank Ltd.3.39
LIC Housing Finance Ltd.3.25

Top Sectoral Holdings

Sector Name% Assets
Financial96.02

Indicators

LabelValue
Portfolio turnover ratio44
Standard Deviation17.77%
Beta0.96%
Sharpe Ratio0.48

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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