UTI Banking And Financial Services Fund - Growth Plan

NORMAL RISK
Equity
Equity: Sectoral-Banking
6M returns
9.36 %
Current NAV
183.92
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Min. SIP
5000
AUM
₹ 1211.2 Cr

Return Calculator

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

Investment distribution

ICICI Bank20.9 %
HDFC Bank15.3 %
Axis Bank6.3 %
Bajaj Finance5.8 %
Shriram Finance4.8 %
State Bank of India4.7 %

Fund Manager

Fund managers data not available.

Fund Information

Launched
18 Jul 2010(14 years ago)
Expense ratio2.17%
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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