UTI BANKING AND FINANCIAL SERVICES FUND - GROWTH PLAN

NORMAL RISK
Equity
Equity: Sectoral-Banking
6M returns
-3.74 %
Current NAV
164.14
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Min. SIP
5000
AUM
₹ 1154.3 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

ICICI Bank18.6 %
HDFC Bank15.5 %
Axis Bank5.7 %
State Bank of India5.2 %
Shriram Finance4.9 %
India Shelter Finance Corporation4.4 %

Fund Manager

Fund managers data not available.

Fund Information

Launched
18 Jul 2010(14 years ago)
Expense ratio2.20000000%
Exit LoadExit load of 1%, if redeemed within 30 days.
Benchmark index
NIFTY Financial Services TRI100%

Fund 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.

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