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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):

    598.33 (as of 31st May 2017)

  • NUMBER OF INVESTORS:

    54388 (as of 31st May 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 -11.34
2015-2016 12.97
2016-2017 N.A.
Since Inception 16.38

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

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

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