Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Banking and PSU funds are the debt funds that lend money to banks and public sector companies only. The risk of default is less as the borrowers are of high quality. The performance also depends on the interest rates in the economy.
Gains are added to taxable income and taxed according to the individual's income tax slab
Gains are taxed at 20% with indexation benefit
Monthly Investment Amt. (₹)
Investment period (years)
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
₹ 1,50,341.87 Cr.