Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.02 | 0.18 | 2.46 |
| 6M | 2.72 | 1.59 | 5.84 |
| 1Y | 5.51 | 4.66 | 9.60 |
| 3Y | 7.00 | 14.05 | 28.10 |
UTI Banking & PSU Fund Growth managed by UTI Mutual Fund,is a Banking & PSUscheme with Assets Under Management of ₹1,233 Crore. The fund benchmarks its performance against the Nifty Banking & PSU Debt Index A-II while maintaining an expense ratio of 0.47. Under the expert guidance of Anurag Mittal ,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.
Mr. Anurag is a Chartered Accountant & MSc (Finance) from London School of Economics, UK. Previous experience includes 3 years with ICICI Prudential Life Insurance & Bank of America as an analyst.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Invesco India Banking and PSU Fund Growth | 0 | 96.33 CR | 0.63 |
| HDFC Banking and PSU Debt Fund - Growth | 4 | 5129.15 CR | 0.72 |
| UTI Banking & PSU Fund Growth | 4 | 1232.88 CR | 0.47 |
| Kotak Banking and PSU Debt Fund - Growth | 5 | 5018.43 CR | 0.75 |
| ICICI Prudential Banking and PSU Debt Fund Growth | 5 | 8643.55 CR | 0.73 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India Banking and PSU Fund Growth | 4.6631 | 22.1237 |
| This FundHDFC Banking and PSU Debt Fund - Growth | 4.885 | 22.3378 |
| This FundUTI Banking & PSU Fund Growth | 5.5142 | 22.4933 |
| This FundKotak Banking and PSU Debt Fund - Growth | 5.2118 | 22.9978 |
| This FundICICI Prudential Banking and PSU Debt Fund Growth | 5.3434 | 23.1197 |