Mutual Fund- 

UTI Banking & Financial Services Fund

By Rajendra

Oct 11, 2022

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Scheme Analysis

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UTI Banking & Financial Services Fund

Category 

Sectoral

Inception

Apr 7, 2004

Benchmark

Nifty Financial Service

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AUM  - 791 Cr

Fund Manager

Amit Premchandani

Fund invests in stocks of companies engaged in the banking, insurance & financial services

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Top 5 Holding

ICICI Bank

HDFC Bank

SBI

Axis Bank

HDFC Ltd

18.68

18.52

9.39

8.53

6.08

Total  61.20

Fund to invest across the existing and evolving sub sectors in the space

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30Sep. 2022

1 Year

3 Year

5 Year

Period

Returns

-1.09%

7.93%

4.60%

Investors willing to have a tactical allocation to their overall equity portfolio

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