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
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.36 | 22.33 | 1.24 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.60 | 20.24 | 1.46 |
Sectoral Funds - Banks & Financial Services are equity schemes that majorly invest in financial sector companies. It will give exposure to entire financial sector which comprised a wide range of bank and financial services.
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty Financial Services - TRI |
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
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
58
Total AUM
₹ 1,54,052.52 Cr.
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Fund has been able to generate better returns compared to other funds in the same category