UTI Banking and Financial Services Fund - Direct Plan - Growth Option

UTI Banking and Financial Services Fund - Direct Plan - Growth Option of UTI Mutual Fund has asset class type as Sector. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

High

Expense Ratio (%)

1.52

Age

NA Years

Fund Manager

Amit Premchandani

AuM (Rs Crores)

612.4879

Asset Class

Sector

Net Asset Value:

96.9384

Rating

3

Exit Load

0.01

Benchmark

Nifty Finance TRI

Fund Type

Multi Cap

SEBI Category

Sectoral / Thematic

Turnover Ratio(Monthly)

59.14%

Fund Manager Details:

Amit Premchandani Chartered Accountant, MBA and CFA degree holder. Prior to joining UTI AMC in 29, he has worked with Deutsche Equities India, JP Morgan and Peerless General Finance & Investment.

Objective:

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.

Top Holdings:

  • Banks (68.59)
  • Finance (26.62)
  • Insurance (3.58)
  • Credit Rating Agencies (.27)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition