UTI-Banking and Financial Services Fund – Dir Growth
500
Min SIP
5,000
Min Lumpsum
1.34 %
Expense Ratio
Rating
911
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 15.3% | 27.5% | 9.3% | 11.5% | ||||
| Category Average | 8.2% | 25% | 13.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.49
Alpha
6.27
SD
0.99
Beta
1.08
Sharpe
Exit Load
| Exit Load | 1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment. |
|---|
Fund Objective
objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies/institutions engaged in the banking and financial services activities. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Managers
Preethi R S
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,986
-
36%Fund Size - 2,986
-
44.5%Fund Size - 2,986
-
21.4%Fund Size - 2,986
-
- Equity .
- Sectoral / Thematic .
-
- 1,506
-
33%Fund Size - 1,506
-
39.9%Fund Size - 1,506
-
19.4%Fund Size - 1,506
-
- Equity .
- Sectoral / Thematic .
-
- 116
-
25.1%Fund Size - 116
-
34.2%Fund Size - 116
-
18.7%Fund Size - 116
-
- Equity .
- Sectoral / Thematic .
-
- 1,177
-
29.5%Fund Size - 1,177
-
29%Fund Size - 1,177
-
16.9%Fund Size - 1,177
-
- Equity .
- Sectoral / Thematic .
-
- 6,740
-
17.4%Fund Size - 6,740
-
27.4%Fund Size - 6,740
-
12.5%Fund Size - 6,740
AMC Contact Details
UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
Frequently Asked Questions
How to invest in UTI-Banking and Financial Services Fund – Dir Growth ?
You can invest in UTI-Banking and Financial Services Fund – Dir Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Banking and Financial Services Fund – Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Banking and Financial Services Fund – Dir Growth ?
The NAV of UTI-Banking and Financial Services Fund – Dir Growth is ₹156.8 as of 20 September 2023.
How to redeem UTI-Banking and Financial Services Fund – Dir Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of UTI-Banking and Financial Services Fund – Dir Growth?
The minimum SIP amount of UTI-Banking and Financial Services Fund – Dir Growth is ₹500
What are the top sectors UTI-Banking and Financial Services Fund – Dir Growth has invested in?
The top sectors UTI-Banking and Financial Services Fund – Dir Growth has invested in are
- Banks - 65.75%
- Finance - 16.92%
- Insurance - 10.47%
- Capital Markets - 3.46%
- Financial Technology (Fin - 1.9%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Banking and Financial Services Fund – Dir Growth?
Yes, You can select both SIP or Lumpsum investment of UTI-Banking and Financial Services Fund – Dir Growth based on your investment objective and risk tolerance.
How much returns have UTI-Banking and Financial Services Fund – Dir Growth generated ?
The UTI-Banking and Financial Services Fund – Dir Growth has delivered 11.5% since inception
What is the expense ratio of UTI-Banking and Financial Services Fund – Dir Growth ?
The expense ratio of UTI-Banking and Financial Services Fund – Dir Growth is 1.34 % as of 20 September 2023.
What is the AUM of UTI-Banking and Financial Services Fund – Dir Growth?
The AUM of UTI-Banking and Financial Services Fund – Dir Growth is ₹2,48,191 Cr as of 20 September 2023
What are the top stock holdings of UTI-Banking and Financial Services Fund – Dir Growth?
The top stock holdings of UTI-Banking and Financial Services Fund – Dir Growth are
- HDFC Bank - 19.27%
- ICICI Bank - 17.03%
- Axis Bank - 8.12%
- St Bk of India - 3.99%
- SBI Life Insuran - 3.91%
How can I redeem my investments in UTI-Banking and Financial Services Fund – Dir Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Banking and Financial Services Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Banking and Financial Services Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.