UTI Banking & Financial Services Fund

Equity - Sectoral

An open-ended equity scheme that invests in companies engaged in businesses of Banking, NBFC, Insurance and other Financial Services. The Fund focuses on well managed companies with a balance between compounders and turnaround opportunities.


Fund Type
Risk Metric
1 Year
3 Year
5 Year

Fund Facts

Month End AuM
Monthly Avg. AuM
No. of Folio Accounts
Minimum Investment Amount
Total Expense Ratio
Benchmark Index
Special Facitilities
Exit Load

Fund Performance

Period Fund Performance Vs Benchmark (CAGR) Growth for Rs 10,000 /-
NAV (%) NAV (Rs)

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate


Fund Benchmark Net
Current Asset Allocation
Top 10 Holdings
View All
Name Weight(%)
Overweight (Top 5)
Underweight (Top 5)

Quantitative Indicators

Quantitative Indicators Fund Benchmark

Fund Managers

Frequently asked questions

  • What are Banking & Financial Services Funds?
  • What is the investment objective of UTI Banking and Financial Services Fund?
  • Who can invest in UTI Banking & Financial Services Fund?
  • What is the taxation on UTI Banking & Financial Services Fund?
  • What are the benefits of investing in UTI Banking & Financial Services Fund?