UTI Nifty Private Bank Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

UTI Nifty Private Bank Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹239 Cr

Lock In Period

N/A

Expense Ratio

1.01

Exit Load

Nil

Benchmark

Nifty Private Bank Total Return

UTI Nifty Private Bank Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.76-1.076.15
6M6.953.2939.31
1Y-0.673.9469.66
3Y0.0013.18204.16

Portfolio Analysis

  • Equity: 99.83%
  • Debt: 0.18%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI BANK LTD22.05%
2. KOTAK MAHINDRA BANK LTD.20.71%
3. AXIS BANK LTD.18.96%
4. HDFC BANK LIMITED18.62%
5. FEDERAL BANK LTD.5.90%
6. INDUSIND BANK4.49%
7. IDFC FIRST BANK LTD3.83%
8. YES BANK LTD.2.69%
9. RBL BANK LTD1.58%
10. BANDHAN BANK LTD.1.00%
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About Fund UTI Nifty Private Bank Index Fund Growth

UTI Nifty Private Bank Index Fund Growth managed by UTI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹239 Crore. The fund benchmarks its performance against the Nifty Private Bank Total Return while maintaining an expense ratio of 1.01. Under the expert guidance of Sharwan Kumar Goyal ,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

Sharwan Kumar Goyal

Mr. Sharwan Kumar Goyal holds B.Com, CFA and MMS. He began his career with UTI in June 2006 and has 12 years of overall experience in Risk / portfolio management. Presently he is working as Fund Manager for Overseas Investment.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Motilal Oswal Nifty MidSmall Financial Services Index Fund Growth0125 CR1.21
ICICI Prudential Nifty200 Quality 30 Index Fund Growth025 CR0.94
UTI Nifty Private Bank Index Fund Growth0238 CR1.01
HDFC Silver ETF Growth08,312 CR0.58
Axis Silver ETF Growth02,068 CR0.42
Fund Name1Y3Y
This FundMotilal Oswal Nifty MidSmall Financial Services Index Fund Growth17.98820
This FundICICI Prudential Nifty200 Quality 30 Index Fund Growth-6.04320
This FundUTI Nifty Private Bank Index Fund Growth-0.66820
This FundHDFC Silver ETF Growth67.2452203.0466
This FundAxis Silver ETF Growth67.7573204.1616

UTI Nifty Private Bank Index Fund Growth FAQs

UTI Nifty Private Bank Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Nifty Private Bank Index Fund Growth is 1.01. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Nifty Private Bank Index Fund Growth’s fund performance is as follows:
  • 1 Month : -2.76%
  • 6 Months : 6.95%
  • 1 Year : -0.67%
  • 3 Years : 0.00%
Returns of UTI Nifty Private Bank Index Fund Growth are updated daily based on NAV of ₹ 9.8852 as on Sep 25,2026. Since inception, the return has been 0.00%.

You can invest in UTI Nifty Private Bank Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Nifty Private Bank Index Fund Growth is ₹239 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Nifty Private Bank Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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