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UTI Banking and Financial Services Fund

UTI·
Sectoral/Thematic
1Y
+2.66%
3Y
+12.42%
5Y
+10.77%
Since Inception
+13.90%
Sharpe
0.49
Sortino
0.77
Max Drawdown
-21.92%
Volatility
15.77%
Alpha
+1.77%
Beta
0.90
Info Ratio
0.15
Up / Down Capture
96 / 84
NAV (last ~1 year)
Fund details
AMCUTI
Fund manager-
Data from2021-04-13
AUM₹1.4K Cr (January - March 2026)
Expense ratio (Direct)1.70%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#138 of 238
Top 58%
3Y CAGR
#87 of 143
Top 61%
5Y CAGR
#71 of 103
Top 69%
Sharpe
#120 of 237
Top 51%