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UTI - Banking Sector Fund

Rating (source: Value Research)
Investment Objective

Investment will be made in stocks of those companies engaged in the following areas:
An open-ended equity fund with the objective to provide capital appreciation through investments in the stocks of the companies/institutions engaged in the banking and financial services activities.

Investment Information
  • FUND TYPE:

    Open end Equity Fund

  • DATE OF INCEPTION:

    07/04/2004

  • INVESTMENT PLAN:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    642.69 (as of 31st Aug 2017)

  • NUMBER OF INVESTORS:

    59489 (as of 31st Aug 2017)

  • MINIMUM INVESTMENT:

    5000

  • LAT DIVIDEND:

    Not Applicable

  • BONUS:

    Not Applicable

Performance

Who should invest?
Suitable for a regular equity investor who has a higher risk appetite. Such a fund can be used to complement their core portfolio holdings. Suggested investment horizon is 2- 3 years

FUND MANAGER
Mr. Arun Khurana
Arun Khurana is B.Com, MFC.

OPTIONS AVAILABLE
SIP & SWP & Trigger

Period Returns (%)
2014-2015 15.74
2015-2016 4.81
2016-2017 30.33
Since Inception 18.07

You can view portfolio, fees, document and more on the full website

Other facilities available on www.utimf.com (desktop version)

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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