Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
SIP ₹500 & Lump. ₹5000
₹1,213 Cr
N/A
2.17
Nifty Financial Services Total Return
1% if less than 30 days, Nil if greater then or equals to 30 days.
Summary
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.00 | 1.25 | 5.80 |
| 6M | -1.76 | 1.53 | 34.42 |
| 1Y | 6.94 | 6.23 | 39.48 |
| 3Y | 15.59 | 16.73 | 84.42 |
Portfolio Analysis
- Equity: 96.19%
- Debt: 3.81%
- Others
About Fund
UTI Banking & Financial Services Fund Growth managed by UTI Mutual Fund,is a Bankingscheme with Assets Under Management of ₹1,213 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.17. Under the expert guidance of Amit Premchandani ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Amit Premchandani
Mr. Amit Premchandani holds PGDM from IIM Indore and CFA charter from CFA Institute, USA. He has completed CA from ICAI. He graduated in Bachelor of Commerce in 2001 from Heramba Chandra College, Kolkata. He began his career in April 2003, after completing his CA, he joined Peerless Finance as a research analyst in the equity team. Post MBA, he joined JP Morgan in 2006, where he covered the Banking/Financial sector initially in the Global Research Centre and later moved to cover Indian Financials in JP Morgan, India. In April 2008, he joined Deutsche Securities in the role of an Associate Analyst covering Financials.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTaurus Banking And Financial Services Fund Growth | 0 | 10.36 CR | 2.57 |
| This FundICICI Prudential Banking and Financial Services Growth | 3 | 9366.76 CR | 1.82 |
| This FundUTI Banking & Financial Services Fund Growth | 3 | 1213.39 CR | 2.17 |
| This FundInvesco India Financial Services Fund Growth | 3 | 1480.45 CR | 2.11 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTaurus Banking And Financial Services Fund Growth | 4.4913 | 41.3738 |
| This FundICICI Prudential Banking and Financial Services Growth | 3.8223 | 46.7913 |
| This FundUTI Banking & Financial Services Fund Growth | 6.9434 | 54.4246 |
| This FundInvesco India Financial Services Fund Growth | 13.3549 | 77.2761 |
FAQs
- 1 Month : 4.00%
- 6 Months : -1.76%
- 1 Year : 6.94%
- 3 Years : 15.59%