Home UTI Mutual FundUti Banking And Financial Services Fund - Growth Plan

Uti Banking And Financial Services Fund - Growth Plan

Equity Create Wealth
Sectoral Fund - Banks & Financial Services
Category Rank
Uti Banking And Financial Services Fund - Growth Plan
Rating
  • The Size of fund is relatively small which implies lower focus and higher expenses.
  • The fund has a very high portfolio turnover which implies high churn and does not let the power of compounding set in
  • It holds a large number of poor quality high risk stocks
Fund
Fund sahi hai
Time to Invest
Uti Banking And Financial Services Fund - Growth Plan
NAV
130.3675
 (26/05/2023)
L 52Wk H
99.36
131.75
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Uti Banking And Financial Services Fund - Growth Plan

Equity
Sectoral Fund - Banks & Financial Services
Create Wealth
Rank Uti Banking And Financial Services Fund - Growth Plan
Fund
Fund sahi hai
NAV
130.3675
 (26/05/2023)
Time to Invest
Uti Banking And Financial Services Fund - Growth Plan
Rating
  • The Size of fund is relatively small which implies lower focus and higher expenses.
  • The fund has a very high portfolio turnover which implies high churn and does not let the power of compounding set in
  • It holds a large number of poor quality high risk stocks
L 52Wk H
99.36
131.75
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Investment Objective

The objective of the scheme is 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. However there can be no assurance or guarantee that the investment objective of the scheme would be achieved. .

Category
  • Equity - Sectoral Fund - Banks & Financial Services
Benchmark
  • Nifty Financial Services - TRI
Returns
Absolute
1M
3.89%
3M
8.35%
6M
1.35%
Annualised
1Y
22.44%
3Y
32.95%
5Y
6.31%
Historical NAV
NAV for scheme UTI Banking and Financial Services Fund - Regular Plan - Growth Option is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Uti Banking And Financial Services Fund - Growth Plan

AUM

867.34 Cr
Uti Banking And Financial Services Fund - Growth Plan AUM is 45% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - 1% on or before 30D Nil after 30D
Lock In Period - NIL

Expense Ratio

2.33%

Turnover Ratio

17.00%

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