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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.36 | 7.32 | 5.81 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.50 | 7.30 | 5.56 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 20,000 |
BenchmarkBenchmark |
---|
NIFTY Banking and PSU Debt Index |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
UTI Banking & PSU Fund(F-IDCW) | 8.27% | 8.42% | 6.08% |
Bandhan Banking & PSU Debt Fund(DD-IDCW) | -0.07% | -0.02% | 0.42% |
Axis Banking & PSU Debt Fund(W-IDCW) | 0.03% | 0.03% | 0.31% |
Aditya Birla SL Banking & PSU Debt(IDCW-Reinv) | -6.07% | -6.30% | 0.45% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
10.71 %
Holdings
6.82 %
Holdings
6.25 %
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.
No.of Schemes
66
Total AUM
₹ 2,21,064.60 Cr.
Anurag Mittal
AUM: ₹28,125.83 Cr.
|
Exp: 4yrs
B.Com, ACA, MSc
Mr. Anuraj Mittal has Wide experience in credit research.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%