UTI Banking and Financial Services Fund Institutional Plan-Growth

Fund Card download factsheet

Value Research Rating

Unrated

Our Opinion

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₹10.0000

As on 03-Mar-2008

Returns

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Calculate SIP Returns of UTI Banking and Financial Services Fund Institutional Plan-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

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This fund has risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of UTI Banking and Financial Services Fund Institutional Plan-Growth

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Other details of UTI Banking and Financial Services Fund Institutional Plan-Growth

Assets

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Exit Load (Days)

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--

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

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About UTI Banking and Financial Services Fund Institutional Plan-Growth

UTI Banking and Financial Services Fund Institutional Plan-Growth is a equity mutual fund scheme of UTI Mutual Fund. Launched on March 03, 2008, it is currently managed by . The fund has an expense ratio of 2.75% with an overall AUM (Assets Under Management) of ₹1,340 Cr.

UTI Banking and Financial Services Fund - Institutional Plan is mandated to invest at least 80 per cent of its assets in the shares of banks and financial services companies. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Suitability

Nobody should invest in Banking funds in our opinion, because:

  • They have a narrow focus on only financial services companies
  • Instead, diversified equity funds which invest across sectors are better

If you still choose to invest:

  • Invest only through SIP
  • Have a 7+ year investment horizon
  • Be prepared to withstand interim sharp declines in investment value

Latest news on UTI Banking and Financial Services Fund Institutional Plan-Growth

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FAQ for UTI Banking and Financial Services Fund Institutional Plan-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of UTI Banking and Financial Services Fund Institutional Plan-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, UTI Banking and Financial Services Fund Institutional Plan-Growth can be bought from the UTI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of UTI Banking and Financial Services Fund Institutional Plan-Growth, is ₹10.0000 as of 14-Jun-2026.

Over the past five years, UTI Banking and Financial Services Fund Institutional Plan-Growth has delivered an annualised return of --% as of 14-Jun-2026.

The minimum investment required to start investing in UTI Banking and Financial Services Fund Institutional Plan-Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.