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Jama - UTI Banking and Financial Services Fund


UTI Banking and Financial Services Fund

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Equity-Sectoral-Banking
NAV : 154.265
(-0.4280000000000257
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)
AUM : ₹8 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.95%4.71%17.62%12.83%8.99%28.18%NA



NAV History



Expense Ratio Trends


Fund Details

The Fund is a sector oriented portfolio. The Fund predominantly invests in stocks of companies engaged in the banking, insurance and financial services related activities of the Indian economy. The Fund endeavours to invest across the existing and evolving sub sectors in the space. The Fund would be agnostic to market capitalization and may take concentrated exposure to certain stocks
NAV154.265
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio134.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,08,454₹1,08,184₹269
After 1 year₹1,12,833₹1,11,625₹1,208
After 3 years₹2,10,602₹2,03,772₹6,829
After 20 years₹1,43,35,548₹1,15,07,176₹28,28,372

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 28.18% Past 3 yr Data




Fund Objective:
Investment objective is "capital appreciation" through investments in the stocks of the companies/ institutions engaged in the banking and financial services activities
Fund Manager:
Amit Premchandani