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UTI Banking and Financial Services Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 6.17 | 12.29 | 10.52 | 12.81 |
Average Rolling Returns(%) | 14.02 | 11.88 | 10.75 | 12.08 |
The Current NAV of UTI Banking and Financial Services Fund - Regular Plan - Growth is ₹164.91.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark Nifty Financial Services , as Funds portfolio is somewhat different.
UTI Banking and Financial Services Fund - Regular Plan - Growth fund’s expense ratio is 2.22%
The process for redemption is
The AUM of UTI Banking and Financial Services Fund - Regular Plan - Growth is currently ₹1,128 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Axis Bank and account for 40% of its portfolio. Top 5 and 10 stocks of fund account for 49% and 68% of fund’s portfolio respectively.
Top three sectors of UTI Banking and Financial Services Fund - Regular Plan - Growth fund are BFSI, Miscellaneous and IT accounting for 99% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Sectoral Fund - Banks & Financial Service it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI Banking and Financial Services Fund - Regular Plan - Growth Fund is Equity - Sectoral Fund - Banks & Financial Service.
Preethi R S manages the UTI Banking and Financial Services Fund - Regular Plan - Growth Fund.
UTI Banking and Financial Services Fund - Regular Plan - Growth current PE ratio is 25.24 and PB ratio is 3.56
The asset allocation of UTI Banking and Financial Services Fund - Regular Plan - Growth is Stocks : 97.32%, Debt : 2.66% and Gold : 0%
The minimum SIP amount for UTI Banking and Financial Services Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Banking and Financial Services Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days