UTI Banking and Financial Services Fund
Holdings
31
Concentrated
Top 10 weight
80%
Concentration
Strategy
Active
Portfolio style
Equity
96%
Asset allocation
Portfolio
5Sectors6Large positions62.1%Top: Banks0.0%Cash
Market-cap allocation
Large cap69%
Mid cap9%
Small cap9%
Asset allocation
Equity96%
Top holdings
EQ - HDFC BANK LIMITEDEQUITY17.3%
EQ - ICICI BANK LTDEQUITY12.5%
EQ - AXIS BANK LTD.EQUITY9.7%
EQ - STATE BANK OF INDIAEQUITY8.9%
EQ - KOTAK MAHINDRA BANK LTD.EQUITY8.8%
EQ - BAJAJ FINANCE LTD.EQUITY7.9%
EQ - SHRIRAM FINANCE LTDEQUITY3.8%
EQ - UJJIVAN SMALL FINANCE BANK LTDEQUITY3.8%
EQ - SBI LIFE INSURANCE COMPANY LTDEQUITY3.6%
NET CURRENT ASSETSDERIVATIVE3.6%
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Portfolio read
- 96% equity.
- Large-cap exposure is 69%.
- Largest equity sector is Banks at 62.1%.
Watchpoints
- Sector concentration is elevated: Banks represents 62%.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Sectoral / Thematic.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks62.1%
Finance20.3%
Insurance9.3%
Capital Markets3.1%