MF ExpertFund research

Compare funds

Overlay up to 5 funds. NAV values normalized to ₹100 at start of range.

Clear
UTI - Banking and Financial Services Fund - Regular Plan - IDCW
Side-by-side metrics
Metric#102402
SchemeUTI - Banking and Financial Services Fund - Regular Plan - IDCW
HouseUTI Mutual Fund
CategoryEquity Scheme - Sectoral/ Thematic
Latest NAV₹77.0927
1M return1.99%
3M return5.34%
6M return-2.17%
1Y return8.48%
3Y CAGR13.08%
5Y CAGR11.70%
Inception CAGR8.86%
σ 1Y (annualized)16.46%
σ 3Y (annualized)16.00%
Max drawdown (all)-63.37%
Sharpe 1Y (rf=6%)0.14
Sharpe 3Y (rf=6%)0.41