UTI Banking and Financial Services Fund - Regular Plan - IDCW
- Equity
- Banking & Financial
- Status: Open
Historical NAV & Returns
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UTI Banking and Financial Services Fund - Regular Plan - IDCW
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Fund Overview
₹1,287.39 Cr.
₹500
₹5000
INF789F01356
2.22%
No Lock-in
Trailing Returns
View full Return AnalysisAs of October 30, 2025
Risk Analysis
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Suitable for aggressive investments and investors with very high-risk tolerance.
About This Fund
More InformationUTI Banking and Financial Services Fund - Regular Plan - IDCW is a scheme launched by UTI Mutual Fund on April 19, 2004, and falls under the Banking & Financial fund category. It currently manages an AUM of Rs 1,287.39 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 2.22% for managing the portfolio.
Investing Strategy:
An open-ended fund to provide capital appreciation through investments in the stocks of the companies/institutions engaged in the banking and financial services activities.
Performance:
UTI Banking and Financial Services Fund - Regular Plan - IDCW trailing returns over different times are 11.93% (1 year), 16.7% (3 year) and 21.39% (5 year). The average annual return of this fund stands at 14.66%.
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UTI Banking and Financial Services Fund - Regular Plan - IDCW
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